Envestnet Asset Management’s UiPath PATH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Sell
88,218
-18,869
-18% -$242K ﹤0.01% 3213
2025
Q1
$1.1M Buy
107,087
+36,674
+52% +$378K ﹤0.01% 3141
2024
Q4
$895K Sell
70,413
-7,487
-10% -$95.2K ﹤0.01% 3237
2024
Q3
$997K Sell
77,900
-9,970
-11% -$128K ﹤0.01% 3138
2024
Q2
$1.11M Sell
87,870
-17,801
-17% -$226K ﹤0.01% 2961
2024
Q1
$2.4M Sell
105,671
-18,936
-15% -$429K ﹤0.01% 2467
2023
Q4
$3.1M Buy
124,607
+12,092
+11% +$300K ﹤0.01% 2202
2023
Q3
$1.93M Buy
112,515
+71,850
+177% +$1.23M ﹤0.01% 2396
2023
Q2
$674K Buy
40,665
+1,610
+4% +$26.7K ﹤0.01% 3046
2023
Q1
$686K Buy
39,055
+3,270
+9% +$57.4K ﹤0.01% 2938
2022
Q4
$455K Sell
35,785
-4,884
-12% -$62.1K ﹤0.01% 3149
2022
Q3
$513K Sell
40,669
-259,429
-86% -$3.27M ﹤0.01% 3006
2022
Q2
$5.46M Buy
300,098
+56,302
+23% +$1.02M ﹤0.01% 1475
2022
Q1
$5.26M Buy
243,796
+56,476
+30% +$1.22M ﹤0.01% 1571
2021
Q4
$8.08M Buy
187,320
+81,314
+77% +$3.51M ﹤0.01% 1308
2021
Q3
$5.58M Buy
106,006
+22,716
+27% +$1.2M ﹤0.01% 1467
2021
Q2
$5.66M Buy
+83,290
New +$5.66M ﹤0.01% 1437