Beacon Pointe Advisors, LLC
- SEC CIK
- 0001744317
- Latest filing
- Aug 18, 2026
PATH holding history
UiPath, Inc. in every 13F filed by Beacon Pointe Advisors, LLC, 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)
- 21,123
- Value
- $229.6K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 21,123 | $229.6K | <0.1% | +10,230+93.9% | Added | Holders |
| Q1 2026 | 10,893 | $120.9K | <0.1% | +10,893 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −17,487−100.0% | Sold out | Holders |
| Q2 2025 | 17,487 | $223.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 17,487 | $180.1K | <0.1% | −45,450−72.2% | Reduced | Holders |
| Q4 2024 | 62,937 | $799.9K | <0.1% | −53,196−45.8% | Reduced | Holders |
| Q3 2024 | 116,133 | $1.49M | <0.1% | +698+0.6% | Added | Holders |
| Q2 2024 | 115,435 | $1.46M | <0.1% | +10,372+9.9% | Added | Holders |
| Q1 2024 | 105,063 | $2.38M | <0.1% | +82,697+369.7% | Added | Holders |
| Q4 2023 | 22,366 | $555.6K | <0.1% | +22,366 | New | Holders |