BEI
PATH icon

Benjamin Edwards Inc’s UiPath PATH Stock Holding History

Benjamin Edwards Inc’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
-17,490
Closed -$180K – 1199
2025
Q1 		$180K Sell
17,490
-15,369
-47% -$198K ﹤0.01% 1056
2024
Q4 		$418K Sell
32,859
-1,951
-6% -$25.8K 0.01% 880
2024
Q3 		$445K Buy
34,810
+34,200
+5,607% +$419K 0.01% 827
2024
Q2 		$8K Sell
610
-244
-29% -$4.22K ﹤0.01% 630
2024
Q1 		$19K Sell
854
-322
-27% -$7.54K ﹤0.01% 583
2023
Q4 		$29K Sell
1,176
-1,042
-47% -$20.3K 0.01% 519
2023
Q3 		$38K Buy
2,218
+90
+4% +$1.5K 0.01% 479
2023
Q2 		$35K Buy
2,128
+324
+18% +$5.2K 0.01% 490
2023
Q1 		$32K Buy
1,804
+105
+6% +$1.59K 0.01% 504
2022
Q4 		$22K Buy
1,699
+371
+28% +$4.58K 0.01% 497
2022
Q3 		$17K Buy
1,328
+147
+12% +$2.58K 0.01% 519
2022
Q2 		$21K Buy
1,181
+315
+36% +$5.89K 0.01% 515
2022
Q1 		$19K Buy
866
+158
+22% +$5.32K 0.01% 562
2021
Q4 		$31K Buy
708
+280
+65% +$13.8K 0.01% 469
2021
Q3 		$23K Buy
+428
New +$25.9K 0.01% 393

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Benjamin Edwards Inc's PATH Position: Q2 2025 in Review

Benjamin Edwards Inc sold out of UiPath (PATH) in Q2 2025, closing a stake of 17,490 shares — an estimated $180K sold.

Benjamin Edwards Inc first reported a position in PATH in Q3 2021 and held it in 15 quarters. The position peaked at $445K in Q3 2024. 455 funds tracked by Wall St. Rank hold PATH as of Q2 2025.

  • Benjamin Edwards Inc reported no remaining UiPath position as of Q2 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 17,490 UiPath shares in Q2 2025, an estimated $180K.
  • Benjamin Edwards Inc first reported a position in UiPath in Q3 2021 and held it in 15 quarters.
  • Benjamin Edwards Inc's UiPath position peaked at $445K in Q3 2024.
  • 455 funds tracked by Wall St. Rank held UiPath as of Q2 2025.

Based on Benjamin Edwards Inc's 13F filing for Q2 2025, filed 14 Aug 2025.