Wakefield Asset Management’s UiPath PATH Stock Holding History

Wakefield 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 Q2	$1.09M	Buy	100,094 +1,624	+2%	+$17.3K	0.24%	132
2026 Q1	$1.09M	Sell	98,470 -144	-0.1%	-$1.83K	0.29%	113
2025 Q4	$1.62M	Buy	98,614 +442	+0.5%	+$6.88K	0.44%	67
2025 Q3	$1.31M	Sell	98,172 -364	-0.4%	-$4.3K	0.36%	89
2025 Q2	$1.26M	Buy	98,536 +13,260	+16%	+$159K	0.35%	88
2025 Q1	$878K	Buy	85,276 +6,516	+8%	+$83.9K	0.27%	129
2024 Q4	$1M	Buy	+78,760	New	+$1.04M	0.34%	100

Other funds holding PATH

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wakefield Asset Management's PATH Position: Q2 2026 in Review

Wakefield Asset Management increased its UiPath (PATH) stake by 1.6% in Q2 2026, buying an estimated $17.3K and bringing the position to 100,094 shares worth $1.09M. The position accounts for 0.24% of the portfolio, ranked #132.

Wakefield Asset Management first reported a position in PATH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q4 2025. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Wakefield Asset Management held 100,094 shares of UiPath worth $1.09M as of Q2 2026.
Wakefield Asset Management bought 1,624 UiPath shares in Q2 2026, an estimated $17.3K.
UiPath made up 0.24% of Wakefield Asset Management's portfolio in Q2 2026, its #132 holding.
Wakefield Asset Management first reported a position in UiPath in Q4 2024 and has held it in 7 quarters since.
Wakefield Asset Management's UiPath position peaked at $1.62M in Q4 2025.
526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.