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Summit Trail Advisors’s UiPath PATH Stock Holding History

Summit Trail 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
Q2 		$601K Buy
55,296
+3,102
+6% +$33.1K 0.01% 1165
2026
Q1 		$579K Buy
52,194
+23,931
+85% +$305K 0.01% 1117
2025
Q4 		$463K Sell
28,263
-21,029
-43% -$327K 0.01% 1101
2025
Q3 		$660K Sell
49,292
-66,897
-58% -$791K 0.01% 997
2025
Q2 		$1.49M Sell
116,189
-60,964
-34% -$731K 0.03% 344
2025
Q1 		$1.82M Sell
177,153
-13,158
-7% -$169K 0.06% 105
2024
Q4 		$2.42M Sell
190,311
-194,549
-51% -$2.57M 0.09% 78
2024
Q3 		$4.93M Sell
384,860
-468
-0.1% -$5.73K 0.12% 78
2024
Q2 		$4.89M Sell
385,328
-162,164
-30% -$2.8M 0.13% 68
2024
Q1 		$12.4M Sell
547,492
-101,955
-16% -$2.39M 0.33% 39
2023
Q4 		$16.1M Sell
649,447
-130,489
-17% -$2.55M 0.53% 29
2023
Q3 		$13.3M Sell
779,936
-72,155
-8% -$1.2M 0.49% 28
2023
Q2 		$14.1M Sell
852,091
-45,262
-5% -$726K 0.53% 27
2023
Q1 		$15.8M Buy
897,353
+79,156
+10% +$1.2M 0.63% 25
2022
Q4 		$10.4M Sell
818,197
-181
-0% -$2.24K 0.46% 30
2022
Q3 		$10.3M Buy
818,378
+57,404
+8% +$1.01M 0.56% 29
2022
Q2 		$13.8M Buy
+760,974
New +$14.2M 0.86% 22
2022
Q1 		– Sell
-66,337
Closed -$2.86M – 364
2021
Q4 		$2.86M Buy
66,337
+3,219
+5% +$159K 0.18% 74
2021
Q3 		$3.32M Sell
63,118
-3,649
-5% -$221K 0.25% 57
2021
Q2 		$4.54M Buy
+66,767
New +$4.9M 0.4% 44

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 Trail Advisors's PATH Position: Q2 2026 in Review

Summit Trail Advisors increased its UiPath (PATH) stake by 5.9% in Q2 2026, buying an estimated $33.1K and bringing the position to 55,296 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #1165.

Summit Trail Advisors first reported a position in PATH in Q2 2021 and has held it in 20 quarters since. The position peaked at $16.1M in Q4 2023. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Summit Trail Advisors held 55,296 shares of UiPath worth $601K as of Q2 2026.
  • Summit Trail Advisors bought 3,102 UiPath shares in Q2 2026, an estimated $33.1K.
  • UiPath made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1165 holding.
  • Summit Trail Advisors first reported a position in UiPath in Q2 2021 and has held it in 20 quarters since.
  • Summit Trail Advisors's UiPath position peaked at $16.1M in Q4 2023.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.