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Chicago Partners Investment Group’s UiPath PATH Stock Holding History

Chicago Partners Investment Group’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
Q3 		– Sell
-17,212
Closed -$217K – 1238
2025
Q2 		$217K Buy
+17,212
New +$207K 0.01% 1005
2025
Q1 		– Sell
-15,835
Closed -$213K – 980
2024
Q4 		$213K Buy
+15,835
New +$209K 0.01% 798

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chicago Partners Investment Group's PATH Position: Q3 2025 in Review

Chicago Partners Investment Group sold out of UiPath (PATH) in Q3 2025, closing a stake of 17,212 shares — an estimated $217K sold.

Chicago Partners Investment Group first reported a position in PATH in Q4 2024 and held it in 2 quarters. The position peaked at $217K in Q2 2025. 473 funds tracked by Wall St. Rank hold PATH as of Q3 2025.

  • Chicago Partners Investment Group reported no remaining UiPath position as of Q3 2025 after selling out during the quarter.
  • Chicago Partners Investment Group sold 17,212 UiPath shares in Q3 2025, an estimated $217K.
  • Chicago Partners Investment Group first reported a position in UiPath in Q4 2024 and held it in 2 quarters.
  • Chicago Partners Investment Group's UiPath position peaked at $217K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held UiPath as of Q3 2025.

Based on Chicago Partners Investment Group's 13F filing for Q3 2025, filed 30 Oct 2025.