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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Stifel Financial's PATH Position: Q1 2026 in Review

Stifel Financial increased its UiPath (PATH) stake by 1% in Q1 2026, buying an estimated $76.2K and bringing the position to 590,555 shares worth $6.56M. The position accounts for 0.01% of the portfolio, ranked #1184.

Stifel Financial first reported a position in PATH in Q2 2021 and has held it in 20 quarters since. The position peaked at $9.72M in Q4 2021. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Stifel Financial held 590,555 shares of UiPath worth $6.56M as of Q1 2026.
  • Stifel Financial bought 5,987 UiPath shares in Q1 2026, an estimated $76.2K.
  • UiPath made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1184 holding.
  • Stifel Financial first reported a position in UiPath in Q2 2021 and has held it in 20 quarters since.
  • Stifel Financial's UiPath position peaked at $9.72M in Q4 2021.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.