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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PATH holding history

UiPath, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PATH overviewAll 13F holders of PATHFull Q2 2026 holdings

Shares (Q2 2026)
140,610
Value
$1.53M
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of PATH by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026140,610$1.53M<0.1%−45,135−24.3%ReducedHolders
Q1 2026185,745$2.06M<0.1%+37,122+25.0%AddedHolders
Q4 2025148,623$2.44M<0.1%+45,478+44.1%AddedHolders
Q3 2025103,145$1.38M<0.1%+22,522+27.9%AddedHolders
Q2 202580,623$1.03M<0.1%+8,460+11.7%AddedHolders
Q1 202572,163$743.3K<0.1%+30,833+74.6%AddedHolders
Q4 202441,330$525.3K<0.1%−17,689−30.0%ReducedHolders
Q3 202459,019$744.0K<0.1%+10,258+21.0%AddedHolders
Q2 202448,761$618.3K<0.1%−2,294−4.5%ReducedHolders
Q1 202451,055$1.16M<0.1%+17,485+52.1%AddedHolders
Q4 202333,570$833.9K<0.1%−10,171−23.3%ReducedHolders
Q3 202343,741$748.4K<0.1%+10,519+31.7%AddedHolders
Q2 202333,222$550.5K<0.1%+12,267+58.5%AddedHolders
Q1 202320,955$368.0K<0.1%−7,265−25.7%ReducedHolders
Q4 202228,220$358.7K<0.1%+13,797+95.7%AddedHolders
Q3 202214,423$182.0K<0.1%+4,260+41.9%AddedHolders
Q2 202210,163$185.0K<0.1%+666+7.0%AddedHolders
Q1 20229,497$205.0K<0.1%+2,411+34.0%AddedHolders
Q4 20217,086$306.0K<0.1%+828+13.2%AddedHolders
Q3 20216,258$329.0K<0.1%+1,969+45.9%AddedHolders
Q2 20214,289$291.0K<0.1%+4,289NewHolders