TCA
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Trifecta Capital Advisors’s UiPath PATH Stock Holding History

Trifecta Capital 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 		$27.2K Buy
+2,500
New +$26.7K ﹤0.01% 220
2025
Q4 		– Sell
-17,500
Closed -$234K – 397
2025
Q3 		$234K Buy
17,500
+4,400
+34% +$52K 0.04% 95
2025
Q2 		$168K Buy
+13,100
New +$157K 0.03% 112

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

Trifecta Capital Advisors's PATH Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in UiPath (PATH) in Q2 2026: 2,500 shares worth $27.2K. The stake represents ﹤0.01% of the portfolio and ranks #220 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in PATH as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in PATH in Q2 2025 and has held it in 3 quarters since. The position peaked at $234K in Q3 2025. 529 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Trifecta Capital Advisors held 2,500 shares of UiPath worth $27.2K as of Q2 2026.
  • UiPath was a new Trifecta Capital Advisors position in Q2 2026.
  • UiPath made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #220 holding.
  • Trifecta Capital Advisors first reported a position in UiPath in Q2 2025 and has held it in 3 quarters since.
  • Trifecta Capital Advisors's UiPath position peaked at $234K in Q3 2025.
  • 529 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.