IP
PATH icon

Intellectus Partners’s UiPath PATH Stock Holding History

Intellectus 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
2024
Q4 		– Sell
-15,907
Closed -$204K – 283
2024
Q3 		$204K Sell
15,907
-2,650
-14% -$32.4K 0.05% 252
2024
Q2 		$235K Sell
18,557
-1,000
-5% -$17.3K 0.06% 232
2024
Q1 		$443K Sell
19,557
-160
-0.8% -$3.74K 0.12% 191
2023
Q4 		$490K Sell
19,717
-1,500
-7% -$29.3K 0.14% 179
2023
Q3 		$363K Sell
21,217
-800
-4% -$13.3K 0.11% 197
2023
Q2 		$365K Buy
22,017
+2,500
+13% +$40.1K 0.11% 199
2023
Q1 		$343K Buy
19,517
+4,550
+30% +$68.8K 0.11% 195
2022
Q4 		$190K Buy
+14,967
New +$185K 0.07% 236

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return

Intellectus Partners's PATH Position: Q4 2024 in Review

Intellectus Partners sold out of UiPath (PATH) in Q4 2024, closing a stake of 15,907 shares — an estimated $204K sold.

Intellectus Partners first reported a position in PATH in Q4 2022 and held it in 8 quarters. The position peaked at $490K in Q4 2023. 460 funds tracked by Wall St. Rank hold PATH as of Q4 2024.

  • Intellectus Partners reported no remaining UiPath position as of Q4 2024 after selling out during the quarter.
  • Intellectus Partners sold 15,907 UiPath shares in Q4 2024, an estimated $204K.
  • Intellectus Partners first reported a position in UiPath in Q4 2022 and held it in 8 quarters.
  • Intellectus Partners's UiPath position peaked at $490K in Q4 2023.
  • 460 funds tracked by Wall St. Rank held UiPath as of Q4 2024.

Based on Intellectus Partners's 13F filing for Q4 2024, filed 7 Feb 2025.