SF
PATH icon

Summit Financial’s UiPath PATH Stock Holding History

Summit 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 		$111K Buy
+10,250
New +$109K ﹤0.01% 1558

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

Summit Financial's PATH Position: Q2 2026 in Review

Summit Financial opened a new position in UiPath (PATH) in Q2 2026: 10,250 shares worth $111K. The stake represents ﹤0.01% of the portfolio and ranks #1558 among its holdings.

526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Summit Financial held 10,250 shares of UiPath worth $111K as of Q2 2026.
  • UiPath was a new Summit Financial position in Q2 2026.
  • UiPath made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1558 holding.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

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