AP
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Adero Partners’s UiPath PATH Stock Holding History

Adero Partners’s Portfolio PATH Stock Details PATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,271
Closed -$156K – 272
2024
Q4 		$156K Buy
12,271
+50
+0.4% +$661 0.01% 242
2024
Q3 		$156K Buy
12,221
+51
+0.4% +$624 0.01% 224
2024
Q2 		$154K Buy
12,170
+10
+0.1% +$173 0.01% 204
2024
Q1 		$276K Sell
12,160
-2,715
-18% -$63.5K 0.02% 160
2023
Q4 		$369K Sell
14,875
-13,947
-48% -$272K 0.03% 132
2023
Q3 		$493K Sell
28,822
-15,404
-35% -$257K 0.05% 103
2023
Q2 		$733K Buy
44,226
+157
+0.4% +$2.52K 0.07% 83
2023
Q1 		$774K Sell
44,069
-26,590
-38% -$402K 0.08% 78
2022
Q4 		$898K Buy
70,659
+148
+0.2% +$1.83K 0.11% 70
2022
Q3 		$824K Buy
70,511
+21,906
+45% +$384K 0.1% 71
2022
Q2 		$923K Sell
48,605
-175,632
-78% -$3.28M 0.13% 68
2022
Q1 		$4.84M Hold
224,237
– – 0.71% 22
2021
Q4 		$9.67M Sell
224,237
-2,518
-1% -$124K 1.59% 15
2021
Q3 		$11.9M Buy
+226,755
New +$13.7M 2.15% 17

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adero Partners's PATH Position: Q1 2025 in Review

Adero Partners sold out of UiPath (PATH) in Q1 2025, closing a stake of 12,271 shares — an estimated $156K sold.

Adero Partners first reported a position in PATH in Q3 2021 and held it in 14 quarters. The position peaked at $11.9M in Q3 2021. 446 funds tracked by Wall St. Rank hold PATH as of Q1 2025.

  • Adero Partners reported no remaining UiPath position as of Q1 2025 after selling out during the quarter.
  • Adero Partners sold 12,271 UiPath shares in Q1 2025, an estimated $156K.
  • Adero Partners first reported a position in UiPath in Q3 2021 and held it in 14 quarters.
  • Adero Partners's UiPath position peaked at $11.9M in Q3 2021.
  • 446 funds tracked by Wall St. Rank held UiPath as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.