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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
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 $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

Summit Trail Advisors's PATH Position: Q1 2026 in Review

Summit Trail Advisors increased its UiPath (PATH) stake by 85% in Q1 2026, buying an estimated $305K and bringing the position to 52,194 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #1117.

Summit Trail Advisors first reported a position in PATH in Q2 2021 and has held it in 19 quarters since. The position peaked at $16.1M in Q4 2023. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • Summit Trail Advisors held 52,194 shares of UiPath worth $579K as of Q1 2026.
  • Summit Trail Advisors bought 23,931 UiPath shares in Q1 2026, an estimated $305K.
  • UiPath made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1117 holding.
  • Summit Trail Advisors first reported a position in UiPath in Q2 2021 and has held it in 19 quarters since.
  • Summit Trail Advisors's UiPath position peaked at $16.1M in Q4 2023.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.