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Beacon Capital Management LLC (Tennessee)’s UiPath PATH Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q2 		– Sell
-232
Closed -$2.39K – 1147
2025
Q1 		$2.39K Buy
+232
New +$2.99K ﹤0.01% 904

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s PATH Position: Q2 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of UiPath (PATH) in Q2 2025, closing a stake of 232 shares — an estimated $2.39K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in PATH in Q1 2025 and held it in 1 quarter. The position peaked at $2.39K in Q1 2025. 454 funds tracked by Wall St. Rank hold PATH as of Q2 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining UiPath position as of Q2 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 232 UiPath shares in Q2 2025, an estimated $2.39K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in UiPath in Q1 2025 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s UiPath position peaked at $2.39K in Q1 2025.
  • 454 funds tracked by Wall St. Rank held UiPath as of Q2 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.