Koss-Olinger Consulting’s UiPath PATH Stock Holding History

Koss-Olinger Consulting’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 Q4	–	Sell	-10,000	Closed	-$128K	–	305
2025 Q3	$128K	Hold	10,000	–	–	0.01%	302
2025 Q2	$128K	Hold	10,000	–	–	0.01%	305
2025 Q1	$103K	Hold	10,000	–	–	0.01%	301
2024 Q4	$127K	Hold	10,000	–	–	0.01%	173
2024 Q3	$128K	Hold	10,000	–	–	0.01%	263
2024 Q2	$127K	Buy	+10,000	New	+$173K	0.01%	254
2024 Q1	–	Sell	-10,000	Closed	-$248K	–	222
2023 Q4	$248K	Buy	+10,000	New	+$195K	0.02%	264
2023 Q3	–	Sell	-60,000	Closed	-$994K	–	299
2023 Q2	$994K	Sell	60,000 -20,000	-25%	-$321K	0.12%	96
2023 Q1	$1.41M	Buy	+80,000	New	+$1.21M	0.18%	66
2021 Q3	–	Sell	-7,500	Closed	-$509K	–	264
2021 Q2	$509K	Buy	+7,500	New	+$550K	0.08%	134

Other funds holding PATH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAM

TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Koss-Olinger Consulting's PATH Position: Q4 2025 in Review

Koss-Olinger Consulting sold out of UiPath (PATH) in Q4 2025, closing a stake of 10,000 shares — an estimated $128K sold.

Koss-Olinger Consulting first reported a position in PATH in Q2 2021 and held it in 10 quarters. The position peaked at $1.41M in Q1 2023. 539 funds tracked by Wall St. Rank hold PATH as of Q4 2025.

Koss-Olinger Consulting reported no remaining UiPath position as of Q4 2025 after selling out during the quarter.
Koss-Olinger Consulting sold 10,000 UiPath shares in Q4 2025, an estimated $128K.
Koss-Olinger Consulting first reported a position in UiPath in Q2 2021 and held it in 10 quarters.
Koss-Olinger Consulting's UiPath position peaked at $1.41M in Q1 2023.
539 funds tracked by Wall St. Rank held UiPath as of Q4 2025.

Based on Koss-Olinger Consulting's 13F filing for Q4 2025, filed 10 Feb 2026.