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Teamwork Financial Advisors’s UiPath PATH Stock Holding History

Teamwork Financial 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 		$1.79M Buy
165,047
+9,436
+6% +$101K 0.16% 89
2026
Q1 		$1.73M Buy
155,611
+46,935
+43% +$598K 0.18% 87
2025
Q4 		$1.78M Buy
+108,676
New +$1.69M 0.18% 83

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

Teamwork Financial Advisors's PATH Position: Q2 2026 in Review

Teamwork Financial Advisors increased its UiPath (PATH) stake by 6.1% in Q2 2026, buying an estimated $101K and bringing the position to 165,047 shares worth $1.79M. The position accounts for 0.16% of the portfolio, ranked #89.

Teamwork Financial Advisors first reported a position in PATH in Q4 2025 and has held it in 3 quarters since. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Teamwork Financial Advisors held 165,047 shares of UiPath worth $1.79M as of Q2 2026.
  • Teamwork Financial Advisors bought 9,436 UiPath shares in Q2 2026, an estimated $101K.
  • UiPath made up 0.16% of Teamwork Financial Advisors's portfolio in Q2 2026, its #89 holding.
  • Teamwork Financial Advisors first reported a position in UiPath in Q4 2025 and has held it in 3 quarters since.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.