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Kestra Investment Management’s UiPath PATH Stock Holding History

Kestra Investment Management’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
Q3 		– Sell
-98,402
Closed -$1.15M – 839
2025
Q2 		$1.15M Buy
98,402
+54,438
+124% +$653K 0.02% 257
2025
Q1 		$453K Buy
+43,964
New +$566K 0.01% 278

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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Investment Management's PATH Position: Q3 2025 in Review

Kestra Investment Management sold out of UiPath (PATH) in Q3 2025, closing a stake of 98,402 shares — an estimated $1.15M sold.

Kestra Investment Management first reported a position in PATH in Q1 2025 and held it in 2 quarters. The position peaked at $1.15M in Q2 2025. 473 funds tracked by Wall St. Rank hold PATH as of Q3 2025.

  • Kestra Investment Management reported no remaining UiPath position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 98,402 UiPath shares in Q3 2025, an estimated $1.15M.
  • Kestra Investment Management first reported a position in UiPath in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's UiPath position peaked at $1.15M in Q2 2025.
  • 473 funds tracked by Wall St. Rank held UiPath as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.