CMF
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Counterpoint Mutual Funds’s UiPath PATH Stock Holding History

Counterpoint Mutual Funds’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
-20,568
Closed -$263K – 382
2024
Q3 		$263K Buy
+20,568
New +$252K 0.05% 177

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SM
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Geode Capital Management
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

Counterpoint Mutual Funds's PATH Position: Q4 2024 in Review

Counterpoint Mutual Funds sold out of UiPath (PATH) in Q4 2024, closing a stake of 20,568 shares — an estimated $263K sold.

Counterpoint Mutual Funds first reported a position in PATH in Q3 2024 and held it in 1 quarter. The position peaked at $263K in Q3 2024. 459 funds tracked by Wall St. Rank hold PATH as of Q4 2024.

  • Counterpoint Mutual Funds reported no remaining UiPath position as of Q4 2024 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 20,568 UiPath shares in Q4 2024, an estimated $263K.
  • Counterpoint Mutual Funds first reported a position in UiPath in Q3 2024 and held it in 1 quarter.
  • Counterpoint Mutual Funds's UiPath position peaked at $263K in Q3 2024.
  • 459 funds tracked by Wall St. Rank held UiPath as of Q4 2024.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2024, filed 10 Feb 2025.