DIM
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DC Investments Management’s UiPath PATH Stock Holding History

DC Investments Management’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
-16,239
Closed -$206K – 129
2024
Q4 		$206K Hold
16,239
– – 0.13% 85
2024
Q3 		$208K Hold
16,239
– – 0.15% 83
2024
Q2 		$206K Hold
16,239
– – 0.17% 81
2024
Q1 		$368K Hold
16,239
– – 0.3% 68
2023
Q4 		$403K Hold
16,239
– – 0.41% 54
2023
Q3 		$278K Hold
16,239
– – 0.35% 73
2023
Q2 		$269K Hold
16,239
– – 0.31% 73
2023
Q1 		$285K Buy
+16,239
New +$245K 0.34% 66

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