Triumph Capital Management’s UiPath PATH Stock Holding History

Triumph Capital 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 Q2	–	Sell	-12	Closed	-$133	–	1904
2026 Q1	$133	Sell	12 -30	-71%	-$382	﹤0.01%	1790
2025 Q4	$688	Buy	+42	New	+$654	﹤0.01%	1615
2022 Q1	–	Sell	-11,210	Closed	-$483K	–	234
2021 Q4	$483K	Sell	11,210 -720	-6%	-$35.5K	0.21%	105
2021 Q3	$628K	Buy	11,930 +4,513	+61%	+$273K	0.29%	88
2021 Q2	$460K	Buy	+7,417	New	+$544K	0.27%	93

Other funds holding PATH

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

GIS

Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Triumph Capital Management's PATH Position: Q2 2026 in Review

Triumph Capital Management sold out of UiPath (PATH) in Q2 2026, closing a stake of 12 shares — an estimated $133 sold.

Triumph Capital Management first reported a position in PATH in Q2 2021 and held it in 5 quarters. The position peaked at $628K in Q3 2021. 73 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Triumph Capital Management reported no remaining UiPath position as of Q2 2026 after selling out during the quarter.
Triumph Capital Management sold 12 UiPath shares in Q2 2026, an estimated $133.
Triumph Capital Management first reported a position in UiPath in Q2 2021 and held it in 5 quarters.
Triumph Capital Management's UiPath position peaked at $628K in Q3 2021.
73 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.