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Capital Impact Advisors’s UiPath PATH Stock Holding History

Capital Impact Advisors’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 		$4.83M Sell
434,882
-2,753,724
-86% -$35.1M 1.95% 30
2025
Q4 		$52.3M Buy
+3,188,606
New +$49.6M 4.09% 5
2024
Q3 		– Sell
-36,400
Closed -$462K – 30
2024
Q2 		$462K Buy
36,400
+22,553
+163% +$390K 1.3% 46
2024
Q1 		$314K Sell
13,847
-29,244
-68% -$684K 0.41% 84
2023
Q4 		$1.07M Buy
+43,091
New +$841K 1.41% 18

Other funds holding PATH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $509M AUM 24.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return