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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 $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DC Investments Management's PATH Position: Q1 2025 in Review

DC Investments Management sold out of UiPath (PATH) in Q1 2025, closing a stake of 16,239 shares — an estimated $206K sold.

DC Investments Management first reported a position in PATH in Q1 2023 and held it in 8 quarters. The position peaked at $403K in Q4 2023. 446 funds tracked by Wall St. Rank hold PATH as of Q1 2025.

  • DC Investments Management reported no remaining UiPath position as of Q1 2025 after selling out during the quarter.
  • DC Investments Management sold 16,239 UiPath shares in Q1 2025, an estimated $206K.
  • DC Investments Management first reported a position in UiPath in Q1 2023 and held it in 8 quarters.
  • DC Investments Management's UiPath position peaked at $403K in Q4 2023.
  • 446 funds tracked by Wall St. Rank held UiPath as of Q1 2025.

Based on DC Investments Management's 13F filing for Q1 2025, filed 14 May 2025.