Brandywine Managers’s UiPath PATH Stock Holding History

Brandywine Managers’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
2026 Q1	$11.2M	Hold	1,009,684	–	–	6.6%	4
2025 Q4	$16.5M	Hold	1,009,684	–	–	8.18%	3
2025 Q3	$13.5M	Hold	1,009,684	–	–	12.96%	3
2025 Q2	$12.9M	Hold	1,009,684	–	–	12.84%	3
2025 Q1	$10.4M	Hold	1,009,684	–	–	12.48%	3
2024 Q4	$12.8M	Buy	1,009,684 +9,488	+0.9%	+$125K	13.52%	2
2024 Q3	$12.8M	Hold	1,000,196	–	–	13.76%	2
2024 Q2	$12.7M	Sell	1,000,196 -6,464	-0.6%	-$112K	13.41%	2
2024 Q1	$22.8M	Hold	1,006,660	–	–	22.52%	2
2023 Q4	$25M	Buy	1,006,660 +353,204	+54%	+$6.89M	27.37%	2
2023 Q3	$11.2M	Buy	653,456 +41,692	+7%	+$694K	18.87%	2
2023 Q2	$10.1M	Buy	611,764 +176,923	+41%	+$2.84M	6.69%	6
2023 Q1	$7.64M	Hold	434,841	–	–	5.43%	7
2022 Q4	$5.53M	Hold	434,841	–	–	19.31%	1
2022 Q3	$5.48M	Hold	434,841	–	–	18.04%	1
2022 Q2	$7.91M	Hold	434,841	–	–	19.38%	1
2022 Q1	$9.39M	Buy	434,841 +2,744	+0.6%	+$92.5K	16.19%	2
2021 Q4	$18.6M	Buy	432,097 +104,430	+32%	+$5.15M	21.12%	2
2021 Q3	$17.2M	Buy	327,667 +191,780	+141%	+$11.6M	18%	2
2021 Q2	$9.23M	Buy	+135,887	New	+$9.96M	10.53%	2

Other funds holding PATH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TFG Asset Management Grand Cayman, Cayman Islands $509M AUM 24.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return