Jefferies Financial Group’s UiPath PATH Stock Holding History

Jefferies Financial Group’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 Q1	–	Sell	-59,000	Closed	-$1.47M	–	1924
2023 Q4	$1.47M	Hold	59,000	–	–	0.01%	821
2023 Q3	$1.01M	Buy	+59,000	New	+$982K	0.01%	834

Other funds holding PATH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Jefferies Financial Group's PATH Position: Q4 2025 in Review

Jefferies Financial Group sold out of UiPath (PATH) in Q4 2025, closing a stake of 23,478 shares — an estimated $314K sold.

Jefferies Financial Group first reported a position in PATH in Q4 2023 and held it in 4 quarters. The position peaked at $528K in Q2 2024. 539 funds tracked by Wall St. Rank hold PATH as of Q4 2025.

Jefferies Financial Group reported no remaining UiPath position as of Q4 2025 after selling out during the quarter.
Jefferies Financial Group sold 23,478 UiPath shares in Q4 2025, an estimated $314K.
Jefferies Financial Group first reported a position in UiPath in Q4 2023 and held it in 4 quarters.
Jefferies Financial Group's UiPath position peaked at $528K in Q2 2024.
539 funds tracked by Wall St. Rank held UiPath as of Q4 2025.

Based on Jefferies Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.