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Strategic Advocates’s UiPath PATH Stock Holding History

Strategic Advocates’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 		$27.9K Sell
2,512
-55,244
-96% -$703K 0.12% 112
2025
Q4 		$963K Sell
57,756
-727
-1% -$11.3K 0.25% 53
2025
Q3 		$783K Buy
58,483
+1,446
+3% +$17.1K 0.2% 59
2025
Q2 		$730K Sell
57,037
-3,154
-5% -$37.8K 0.22% 66
2025
Q1 		$620K Sell
60,191
-46,642
-44% -$600K 0.22% 62
2024
Q4 		$1.36M Buy
106,833
+27,612
+35% +$365K 0.46% 35
2024
Q3 		$1.01M Buy
79,221
+67,658
+585% +$828K 0.36% 40
2024
Q2 		$147K Buy
+11,563
New +$200K 0.06% 118

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

Strategic Advocates's PATH Position: Q1 2026 in Review

Strategic Advocates reduced its UiPath (PATH) stake by 96% in Q1 2026, selling an estimated $703K and leaving 2,512 shares worth $27.9K. The position accounts for 0.12% of the portfolio, ranked #112.

Strategic Advocates first reported a position in PATH in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q4 2024. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Strategic Advocates held 2,512 shares of UiPath worth $27.9K as of Q1 2026.
  • Strategic Advocates sold 55,244 UiPath shares in Q1 2026, an estimated $703K.
  • UiPath made up 0.12% of Strategic Advocates's portfolio in Q1 2026, its #112 holding.
  • Strategic Advocates first reported a position in UiPath in Q2 2024 and has held it in 8 quarters since.
  • Strategic Advocates's UiPath position peaked at $1.36M in Q4 2024.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.