Back to PATH
Patriot Financial Group Insurance Agency, LLC → PATH
Patriot Financial Group Insurance Agency, LLC PATH Position History
UiPath, Inc.
Quarters held
8
Latest value
$1.2M
Q3 2026
Peak value
$1.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $16K |
| Q4 2025 | $1.2M |
| Q1 2026 | $4K |
| Q1 2026 | $1.9M |
| Q2 2026 | $928K |
| Q2 2026 | $8K |
| Q3 2026 | $3K |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 90.0K | — | — |
| Q3 2026 | $3K | 200 | — | — |
| Q2 2026 | $8K | 700 | — | — |
| Q2 2026 | $928K | 85.4K | — | — |
| Q1 2026 | $1.9M | 167.5K | — | — |
| Q1 2026 | $4K | 400 | — | — |
| Q4 2025 | $1.2M | 73.4K | — | — |
| Q4 2025 | $16K | 1.0K | — | — |
Other funds holding PATH
$163.4M
$150.4M
$150.4M
$148.1M
$141.9M
$135.5M
$126.2M