Yorktown Management & Research Co Inc PATH β€” UiPath, Inc.

Ownership history in Yorktown Management & Research Co Inc  Β·  2 quarters on record

AI Ownership Summary

Yorktown Management & Research Co Inc reported UiPath, Inc. (PATH) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.16% in 2026 Q1. The latest visible filing shows PATH at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PATH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Yorktown Management & Research Co Inc's position in UiPath, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PATH was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PATH stock page Yorktown Management & Research Co Inc fund profile Yorktown Management & Research Co Inc full holdings
How Yorktown Management & Research Co Inc held PATH β€” position size vs. price
% of Fund (quarterly)    PATH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 17,250 +12,370 +253.5% 0.16% $191K 2026-04-20 $10.56
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding PATH

As of 2026 Q1 β€” sorted by position size

180 WEALTH ADVISORS, LLC 3Y 7Y 0.66% LECAP ASSET MANAGEMENT LTD 0.65% BW Gestao de Investimentos Ltda. 3Y 7Y 0.6% M.E. ALLISON & CO., INC. 0.5% Waterfront Wealth Inc. 3Y 0.49% MATAURO, LLC 0.34% Green Alpha Advisors, LLC 3Y 0.31% Marshall Financial Group, LLC 3Y 0.29% Capricorn Fund Managers Ltd 3Y 0.23% Ahara Advisors LLC 0.2%

FAQ About Yorktown Management & Research Co Inc and PATH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Yorktown Management & Research Co Inc reported owning PATH?

Yorktown Management & Research Co Inc reported PATH across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported PATH position in Yorktown Management & Research Co Inc's portfolio?

The largest reported portfolio weight for PATH was 0.16% in 2026 Q1.

What is the latest reported PATH position on this page?

The most recent filing on this page is 2026 Q1, when Yorktown Management & Research Co Inc reported 17,250 shares, equal to 0.16% of portfolio, with an estimated market value of $191K.

What does the chart on this PATH ownership page compare?

The chart compares Yorktown Management & Research Co Inc's quarterly PATH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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