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 Q3	$10.2K	Sell	791 -306	-28%	-$4.25K	0.04%	162
2026 Q2	$11.9K	Sell	1,097 -1,415	-56%	-$15.1K	0.05%	150
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

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Alphabet Inc Mountain View, California $88.3B AUM 46.07% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Strategic Advocates's PATH Position: Q3 2026 in Review

Strategic Advocates reduced its UiPath (PATH) stake by 28% in Q3 2026, selling an estimated $4.25K and leaving 791 shares worth $10.2K. The position accounts for 0.04% of the portfolio, ranked #162.

Strategic Advocates first reported a position in PATH in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.36M in Q4 2024. 326 funds tracked by Wall St. Rank hold PATH as of Q3 2026.

Strategic Advocates held 791 shares of UiPath worth $10.2K as of Q3 2026.
Strategic Advocates sold 306 UiPath shares in Q3 2026, an estimated $4.25K.
UiPath made up 0.04% of Strategic Advocates's portfolio in Q3 2026, its #162 holding.
Strategic Advocates first reported a position in UiPath in Q2 2024 and has held it in 10 quarters since.
Strategic Advocates's UiPath position peaked at $1.36M in Q4 2024.
326 funds tracked by Wall St. Rank held UiPath as of Q3 2026.

Based on Strategic Advocates's 13F filing for Q3 2026, filed 3 Nov 2026.