TAM
PATH icon

TFG Asset Management’s UiPath PATH Stock Holding History

TFG Asset Management’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 		$280M Buy
25,207,628
+7,757,628
+44% +$98.8M 54.32% 1
2025
Q4 		$286M Buy
17,450,000
+500,000
+3% +$7.78M 60.3% 1
2025
Q3 		$227M Buy
16,950,000
+3,227,756
+24% +$38.2M 30.33% 1
2025
Q2 		$176M Buy
13,722,244
+4,772,244
+53% +$57.3M 28.3% 1
2025
Q1 		$92.2M Buy
8,950,000
+2,000,000
+29% +$25.7M 21.04% 2
2024
Q4 		$88.3M Hold
6,950,000
– – 22.57% 1
2024
Q3 		$89M Buy
6,950,000
+950,000
+16% +$11.6M 25.09% 1
2024
Q2 		$76.1M Buy
6,000,000
+3,500,000
+140% +$60.5M 18.98% 1
2024
Q1 		$56.7M Buy
2,500,000
+200,000
+9% +$4.68M 12.84% 2
2023
Q4 		$57.1M Sell
2,300,000
-1,000,000
-30% -$19.5M 13.76% 1
2023
Q3 		$56.5M Sell
3,300,000
-29,110
-0.9% -$485K 10.3% 2
2023
Q2 		$55.2M Buy
3,329,110
+336,410
+11% +$5.4M 7.45% 4
2023
Q1 		$52.6M Buy
2,992,700
+177,170
+6% +$2.68M 7.03% 4
2022
Q4 		$35.8M Buy
2,815,530
+815,530
+41% +$10.1M 5.12% 6
2022
Q3 		$25.2M Buy
2,000,000
+250,000
+14% +$4.38M 3.04% 11
2022
Q2 		$31.8M Buy
1,750,000
+750,000
+75% +$14M 2.18% 10
2022
Q1 		$21.6M Buy
+1,000,000
New +$33.7M 0.98% 28

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
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
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

TFG Asset Management's PATH Position: Q1 2026 in Review

TFG Asset Management increased its UiPath (PATH) stake by 44% in Q1 2026, buying an estimated $98.8M and bringing the position to 25,207,628 shares worth $280M. The position accounts for 54.32% of the portfolio, ranked #1.

TFG Asset Management first reported a position in PATH in Q1 2022 and has held it in 17 quarters since. The position peaked at $286M in Q4 2025. 533 funds tracked by Wall St. Rank hold PATH as of Q1 2026.

  • TFG Asset Management held 25,207,628 shares of UiPath worth $280M as of Q1 2026.
  • TFG Asset Management bought 7,757,628 UiPath shares in Q1 2026, an estimated $98.8M.
  • UiPath made up 54.32% of TFG Asset Management's portfolio in Q1 2026, its #1 holding.
  • TFG Asset Management first reported a position in UiPath in Q1 2022 and has held it in 17 quarters since.
  • TFG Asset Management's UiPath position peaked at $286M in Q4 2025.
  • 533 funds tracked by Wall St. Rank held UiPath as of Q1 2026.

Based on TFG Asset Management's 13F filing for Q1 2026, filed 15 May 2026.