CSC
PATH icon

Caldwell Sutter Capital’s UiPath PATH Stock Holding History

Caldwell Sutter Capital’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
-5,898
Closed -$75K – 905
2024
Q4 		$75K Hold
5,898
– – 0.03% 307
2024
Q3 		$75.5K Hold
5,898
– – 0.04% 310
2024
Q2 		$74.8K Hold
5,898
– – 0.04% 299
2024
Q1 		$134K Sell
5,898
-1,500
-20% -$35.1K 0.06% 244
2023
Q4 		$184K Sell
7,398
-1,000
-12% -$19.5K 0.09% 203
2023
Q3 		$144K Hold
8,398
– – 0.08% 220
2023
Q2 		$139K Buy
+8,398
New +$135K 0.07% 218

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 $154B AUM 29.96% 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

Caldwell Sutter Capital's PATH Position: Q1 2025 in Review

Caldwell Sutter Capital sold out of UiPath (PATH) in Q1 2025, closing a stake of 5,898 shares — an estimated $75K sold.

Caldwell Sutter Capital first reported a position in PATH in Q2 2023 and held it in 7 quarters. The position peaked at $184K in Q4 2023. 446 funds tracked by Wall St. Rank hold PATH as of Q1 2025.

  • Caldwell Sutter Capital reported no remaining UiPath position as of Q1 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 5,898 UiPath shares in Q1 2025, an estimated $75K.
  • Caldwell Sutter Capital first reported a position in UiPath in Q2 2023 and held it in 7 quarters.
  • Caldwell Sutter Capital's UiPath position peaked at $184K in Q4 2023.
  • 446 funds tracked by Wall St. Rank held UiPath as of Q1 2025.

Based on Caldwell Sutter Capital's 13F filing for Q1 2025, filed 16 Apr 2025.