Stifel Financial
PATH icon

Stifel Financial’s UiPath PATH Stock Holding History

Stifel Financial’s Portfolio PATH Stock Details PATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.84M Buy
721,202
+130,647
+22% +$1.39M 0.01% 1163
2026
Q1 		$6.56M Buy
590,555
+5,987
+1% +$76.2K 0.01% 1184
2025
Q4 		$9.58M Buy
584,568
+149,663
+34% +$2.33M 0.01% 976
2025
Q3 		$5.82M Buy
434,905
+1,838
+0.4% +$21.7K 0.01% 1216
2025
Q2 		$5.54M Buy
433,067
+18,575
+4% +$223K 0.01% 1201
2025
Q1 		$4.27M Buy
414,492
+70,424
+20% +$906K ﹤0.01% 1275
2024
Q4 		$4.37M Buy
344,068
+20,250
+6% +$268K ﹤0.01% 1289
2024
Q3 		$4.14M Buy
323,818
+74,959
+30% +$918K ﹤0.01% 1303
2024
Q2 		$3.16M Sell
248,859
-161,536
-39% -$2.79M ﹤0.01% 1416
2024
Q1 		$9.3M Buy
410,395
+54,856
+15% +$1.28M 0.01% 844
2023
Q4 		$8.83M Sell
355,539
-41,045
-10% -$801K 0.01% 820
2023
Q3 		$6.79M Buy
396,584
+103,566
+35% +$1.72M 0.01% 882
2023
Q2 		$4.86M Buy
293,018
+78,071
+36% +$1.25M 0.01% 1057
2023
Q1 		$3.77M Buy
214,947
+33,154
+18% +$501K 0.01% 1183
2022
Q4 		$2.31M Buy
181,793
+26,574
+17% +$328K ﹤0.01% 1418
2022
Q3 		$1.96M Sell
155,219
-172,140
-53% -$3.02M ﹤0.01% 1489
2022
Q2 		$5.96M Buy
327,359
+19,357
+6% +$362K 0.01% 881
2022
Q1 		$6.65M Buy
308,002
+82,620
+37% +$2.78M 0.01% 912
2021
Q4 		$9.72M Buy
225,382
+42,713
+23% +$2.11M 0.01% 757
2021
Q3 		$9.61M Buy
182,669
+90,971
+99% +$5.51M 0.01% 734
2021
Q2 		$6.23M Buy
+91,698
New +$6.72M 0.01% 906

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial's PATH Position: Q2 2026 in Review

Stifel Financial increased its UiPath (PATH) stake by 22% in Q2 2026, buying an estimated $1.39M and bringing the position to 721,202 shares worth $7.84M. The position accounts for 0.01% of the portfolio, ranked #1163.

Stifel Financial first reported a position in PATH in Q2 2021 and has held it in 21 quarters since. The position peaked at $9.72M in Q4 2021. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Stifel Financial held 721,202 shares of UiPath worth $7.84M as of Q2 2026.
  • Stifel Financial bought 130,647 UiPath shares in Q2 2026, an estimated $1.39M.
  • UiPath made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1163 holding.
  • Stifel Financial first reported a position in UiPath in Q2 2021 and has held it in 21 quarters since.
  • Stifel Financial's UiPath position peaked at $9.72M in Q4 2021.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.