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Edgestream Partners’s UiPath PATH Stock Holding History

Edgestream Partners’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
Q4 		– Sell
-274,387
Closed -$3.67M – 1095
2025
Q3 		$3.67M Sell
274,387
-305,717
-53% -$3.61M 0.11% 360
2025
Q2 		$7.43M Sell
580,104
-221,942
-28% -$2.66M 0.21% 172
2025
Q1 		$8.26M Buy
802,046
+607,243
+312% +$7.81M 0.28% 82
2024
Q4 		$2.48M Sell
194,803
-205,191
-51% -$2.71M 0.11% 352
2024
Q3 		$5.12M Sell
399,994
-3,104
-0.8% -$38K 0.23% 127
2024
Q2 		$5.11M Buy
403,098
+170,426
+73% +$2.95M 0.25% 115
2024
Q1 		$5.27M Buy
+232,672
New +$5.45M 0.26% 95
2023
Q4 		– Sell
-104,968
Closed -$1.8M – 1002
2023
Q3 		$1.8M Buy
104,968
+10,319
+11% +$172K 0.14% 226
2023
Q2 		$1.57M Buy
+94,649
New +$1.52M 0.14% 250

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Edgestream Partners's PATH Position: Q4 2025 in Review

Edgestream Partners sold out of UiPath (PATH) in Q4 2025, closing a stake of 274,387 shares — an estimated $3.67M sold.

Edgestream Partners first reported a position in PATH in Q2 2023 and held it in 9 quarters. The position peaked at $8.26M in Q1 2025. 539 funds tracked by Wall St. Rank hold PATH as of Q4 2025.

  • Edgestream Partners reported no remaining UiPath position as of Q4 2025 after selling out during the quarter.
  • Edgestream Partners sold 274,387 UiPath shares in Q4 2025, an estimated $3.67M.
  • Edgestream Partners first reported a position in UiPath in Q2 2023 and held it in 9 quarters.
  • Edgestream Partners's UiPath position peaked at $8.26M in Q1 2025.
  • 539 funds tracked by Wall St. Rank held UiPath as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.