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Cape Investment Advisory’s UiPath PATH Stock Holding History

Cape Investment Advisory’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
-140
Closed -$1.78K – 1180
2024
Q4 		$1.78K Hold
140
– – ﹤0.01% 894
2024
Q3 		$1.79K Hold
140
– – ﹤0.01% 836
2024
Q2 		$1.77K Hold
140
– – ﹤0.01% 797
2024
Q1 		$3.17K Hold
140
– – ﹤0.01% 717
2023
Q4 		$3.48K Buy
+140
New +$2.73K ﹤0.01% 836

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

Cape Investment Advisory's PATH Position: Q1 2025 in Review

Cape Investment Advisory sold out of UiPath (PATH) in Q1 2025, closing a stake of 140 shares — an estimated $1.78K sold.

Cape Investment Advisory first reported a position in PATH in Q4 2023 and held it in 5 quarters. The position peaked at $3.48K in Q4 2023. 446 funds tracked by Wall St. Rank hold PATH as of Q1 2025.

  • Cape Investment Advisory reported no remaining UiPath position as of Q1 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 140 UiPath shares in Q1 2025, an estimated $1.78K.
  • Cape Investment Advisory first reported a position in UiPath in Q4 2023 and held it in 5 quarters.
  • Cape Investment Advisory's UiPath position peaked at $3.48K in Q4 2023.
  • 446 funds tracked by Wall St. Rank held UiPath as of Q1 2025.

Based on Cape Investment Advisory's 13F filing for Q1 2025, filed 16 May 2025.