Claris Advisors’s UiPath PATH Stock Holding History

Claris 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
2024 Q4	–	Sell	-1	Closed	-$13	–	839
2024 Q3	$13	Buy	+1	New	+$12	﹤0.01%	1232

Other funds holding PATH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

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

TAM

TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return

Claris Advisors's PATH Position: Q4 2024 in Review

Claris Advisors sold out of UiPath (PATH) in Q4 2024, closing a stake of 1 share — an estimated $13 sold.

Claris Advisors first reported a position in PATH in Q3 2024 and held it in 1 quarter. The position peaked at $13 in Q3 2024. 459 funds tracked by Wall St. Rank hold PATH as of Q4 2024.

Claris Advisors reported no remaining UiPath position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1 UiPath share in Q4 2024, an estimated $13.
Claris Advisors first reported a position in UiPath in Q3 2024 and held it in 1 quarter.
Claris Advisors's UiPath position peaked at $13 in Q3 2024.
459 funds tracked by Wall St. Rank held UiPath as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.