Waterfront Wealth’s UiPath PATH Stock Holding History

Waterfront Wealth’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	$3.28M	Buy	280,772 +39,743	+16%	+$424K	0.51%	63
2026 Q1	$2.68M	Buy	241,029 +202,485	+525%	+$2.58M	0.49%	63
2025 Q4	$577K	Buy	38,544 +18,174	+89%	+$283K	0.11%	186
2025 Q3	$304K	Buy	+20,370	New	+$241K	0.06%	223

Other funds holding PATH

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Ahara Advisors Jersey City, New Jersey $296M AUM

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

GIS

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Waterfront Wealth's PATH Position: Q2 2026 in Review

Waterfront Wealth increased its UiPath (PATH) stake by 16% in Q2 2026, buying an estimated $424K and bringing the position to 280,772 shares worth $3.28M. The position accounts for 0.51% of the portfolio, ranked #63.

Waterfront Wealth first reported a position in PATH in Q3 2025 and has held it in 4 quarters since. 152 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

Waterfront Wealth held 280,772 shares of UiPath worth $3.28M as of Q2 2026.
Waterfront Wealth bought 39,743 UiPath shares in Q2 2026, an estimated $424K.
UiPath made up 0.51% of Waterfront Wealth's portfolio in Q2 2026, its #63 holding.
Waterfront Wealth first reported a position in UiPath in Q3 2025 and has held it in 4 quarters since.
152 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.