AIM
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Advyzon Investment Management’s UiPath PATH Stock Holding History

Advyzon Investment Management’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
Q4 		– Sell
-22,537
Closed -$302K – 593
2025
Q3 		$302K Buy
22,537
+3,564
+19% +$42.1K 0.05% 326
2025
Q2 		$243K Buy
18,973
+1,355
+8% +$16.3K 0.05% 321
2025
Q1 		$181K Buy
+17,618
New +$227K 0.06% 266

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Advyzon Investment Management's PATH Position: Q4 2025 in Review

Advyzon Investment Management sold out of UiPath (PATH) in Q4 2025, closing a stake of 22,537 shares — an estimated $302K sold.

Advyzon Investment Management first reported a position in PATH in Q1 2025 and held it in 3 quarters. The position peaked at $302K in Q3 2025. 540 funds tracked by Wall St. Rank hold PATH as of Q4 2025.

  • Advyzon Investment Management reported no remaining UiPath position as of Q4 2025 after selling out during the quarter.
  • Advyzon Investment Management sold 22,537 UiPath shares in Q4 2025, an estimated $302K.
  • Advyzon Investment Management first reported a position in UiPath in Q1 2025 and held it in 3 quarters.
  • Advyzon Investment Management's UiPath position peaked at $302K in Q3 2025.
  • 540 funds tracked by Wall St. Rank held UiPath as of Q4 2025.

Based on Advyzon Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.