Glass Jacobson Investment Advisors’s UiPath PATH Stock Holding History

Glass Jacobson Investment Advisors’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 Q2	–	Sell	-17,000	Closed	-$216K	–	759
2025 Q1	$216K	Hold	17,000	–	–	0.07%	229
2024 Q4	$216K	Sell	17,000 -3,000	-15%	-$39.7K	0.07%	229
2024 Q3	$256K	Hold	20,000	–	–	0.08%	202
2024 Q2	$254K	Hold	20,000	–	–	0.09%	192
2024 Q1	$453K	Sell	20,000 -22,695	-53%	-$531K	0.17%	135
2023 Q4	$1.06M	Sell	42,695 -4,750	-10%	-$92.7K	0.43%	74
2023 Q3	$812K	Sell	47,445 -10,000	-17%	-$167K	0.37%	83
2023 Q2	$952K	Buy	+57,445	New	+$921K	0.44%	71
2022 Q4	$876K	Buy	+68,945	New	+$852K	0.43%	65

Other funds holding PATH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Glass Jacobson Investment Advisors's PATH Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of UiPath (PATH) in Q2 2025, closing a stake of 17,000 shares — an estimated $216K sold.

Glass Jacobson Investment Advisors first reported a position in PATH in Q4 2022 and held it in 9 quarters. The position peaked at $1.06M in Q4 2023. 454 funds tracked by Wall St. Rank hold PATH as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining UiPath position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 17,000 UiPath shares in Q2 2025, an estimated $216K.
Glass Jacobson Investment Advisors first reported a position in UiPath in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's UiPath position peaked at $1.06M in Q4 2023.
454 funds tracked by Wall St. Rank held UiPath as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.