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Strategic Global Advisors’s UiPath PATH Stock Holding History

Strategic Global Advisors’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 		$1.97M Sell
177,115
-2,130
-1% -$27.1K 0.31% 78
2025
Q4 		$2.94M Sell
179,245
-4,370
-2% -$68K 0.45% 69
2025
Q3 		$2.46M Buy
+183,615
New +$2.17M 0.37% 74

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 Global Advisors's PATH Position: Q1 2026 in Review

Strategic Global Advisors reduced its UiPath (PATH) stake by 1.2% in Q1 2026, selling an estimated $27.1K and leaving 177,115 shares worth $1.97M. The position accounts for 0.31% of the portfolio, ranked #78.

Strategic Global Advisors first reported a position in PATH in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.94M in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Strategic Global Advisors held 177,115 shares of UiPath worth $1.97M as of Q1 2026.
  • Strategic Global Advisors sold 2,130 UiPath shares in Q1 2026, an estimated $27.1K.
  • UiPath made up 0.31% of Strategic Global Advisors's portfolio in Q1 2026, its #78 holding.
  • Strategic Global Advisors first reported a position in UiPath in Q3 2025 and has held it in 3 quarters since.
  • Strategic Global Advisors's UiPath position peaked at $2.94M in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

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