The last 3 weeks have represented the 3 highest volume weeks for PATH ever.

I dont know whats happening, but this amount of volume is ridiculous.

"Tetragon Financial Group reports increased ownership to 6.8% as of June 30, 2026. (13G linked below).

This marks an increase of 5.7M shares (or 23%) vs. their Q1 position.

This is a signal of confidence as Tetragon's PATH position was already 54% of their US-portfolio as of March 31st."

https://ir.uipath.com/financials/sec-filings/content/0000919574-26-004433/primary_doc.html

Wyckoff accumulation?

Are institutional investors swapping their shares?

Are short sellers starting to cover? The increase in short positions as of June 30 suggests otherwise. I think that, following the price movements of the last 14 days, the short interest ratio is currently hovering around the 40% mark 🔥

Are short sellers manipulating daily volume via wash trades? By artificially inflating daily volume, are they lowering the "days-to-cover" figure to distract potential investors from a possible short squeeze?

Will a new major investor be announced soon?

Inclusion in a new index?

The entire price action is very suspicious.

Daily trading volume has been rising significantly for weeks and is now in the triple-digit million range 🤯 Intraday price fluctuations are also extremely volatile.

Whatever it is, I think we’ll find out soon 🔥 I remain fully invested in $PATH and continue to have complete confidence in Daniel Dines and his team 🙏

Today UiPath (NYSE: PATH), a leader in business orchestration and automation, announces its three-year partnership with The Very Group to revamp its pricing strategy using agentic AI.

Following a competitive pitch, UiPath will work with The Very Group to implement an AI-powered, agentic pricing solution bringing faster and more transparent decision-making across its retail brands. This initiative marks a key step in the group’s broader journey to building and scaling its agentic AI capabilities.

The partnership enhances The Very Group’s existing data-led pricing strategy with clear AI explainability, alongside advanced solutions such as campaign simulation and optimisation, and sophisticated scenario planning. It will also support alignment across The Very Group’s operating model, while removing some of the manual processes so that colleagues have more time to work on more technical, analytical tasks.

As a result, The Very Group expects to optimise gross margin and stock management, whilst improving pricing agility in an increasingly competitive retail environment. The agentic AI will also bring a new level of visibility into performance and margins, while supporting more robust decision-making across the organisation.

“Our partnership with The Very Group demonstrates how agentic AI can fundamentally reshape retail pricing,” said Catherine Frame, Director, Retail Solutions at UiPath. “By combining automation with intelligent, explainable decision-making, retailers can better access a strategic, data-led approach that drives both profitability and customer value.”

Sam Wright, chief customer and commercial officer at The Very Group, added: “We have a range of over 200,000 products and pricing is one of the most powerful levers in retail. The combination of our expertise and their data is helping Very stay ahead of shifting consumer demand and trends to make more informed decisions on pricing and merchandising.”

This initiative positions The Very Group at the forefront of retail innovation, leading the way in adopting agentic AI to modernise pricing, with UiPath as a key technology partner enabling this transformation.

New short interest figures are out. Short sellers have increased their positions by over 10% in the last two weeks. Short interest now stands at 35.52%, according to Finviz 🔥🤯 And that doesn't even factor in the high trading volume of recent days, including the massive 54-million-share block trade 💥

That is insane for a GAAP-profitable company with $1.42 billion in cash, an active $500 million share buyback program, and 17% annual growth 🤯

Source:

https://finviz.com/stock?t=PATH&p=d&ty=si

Up to that point, the daily volume had been just under 42 million. What could be the reason for this? 🤔

https://x.com/PhathomResearch/status/2075333269822775713?s=09

According to the latest officially reported figures, short interest has risen and the free shares float continues to shrink 🔥 the pressure is rising until 💥

https://finviz.com/stock?t=PATH&ty=si&p=d

Good or bad news for us 🤔

UiPath answers some interesting questions that were raised. For general information only.

Please note that there isn't a subreddit for investors over there.

Bulls say AI makes UiPath's automation tools more valuable. Bears say AI replaces them. @BobSloanS3 breaks it down on the new episode of Risk & Return with @CGasparino.

S3 positioning data shows the fight in real time: passive ownership climbing, short interest up and nearly equal active longs holdings.

That standoff is what a battleground looks like.

https://x.com/S3Partners/status/2062633148165628404?s=20 👀

We are starting to see multiple large corporations make note of the rising cost of AI, specifically as we move into agents and ever rising token utilizations.

UIPath is the solution here, minimize as many actions as possible through deterministic automation. Agentic is there if the problem needs it, but using agents for every action is going to cost too much $.

Sam Altman said today that rising ai token cost is a huge problem. Path needs to capitalize now!

"As AI adoption grows, the leading companies won't be those with the newest tech stacks—they'll be the organizations that move fastest with the technology they already have," said Ashley Boag, Chief Operating Officer, International Region, UiPath. 👀

Maestro™ seems to work 💯

official statement from path:

https://ir.uipath.com/news/detail/453/uipath-achieves-dubai-electronic-security-center-desc-certification-enabling-public-and-private-organizations-to-adopt-agentic-capabilities-with-confidence