Krilogy Financial’s UiPath PATH Stock Holding History

Krilogy Financial’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	-25,492	Closed	-$326K	–	868
2025 Q2	$326K	Buy	+25,492	New	+$306K	0.02%	233

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

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

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

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

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

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Krilogy Financial's PATH Position: Q3 2025 in Review

Krilogy Financial sold out of UiPath (PATH) in Q3 2025, closing a stake of 25,492 shares — an estimated $326K sold.

Krilogy Financial first reported a position in PATH in Q2 2025 and held it in 1 quarter. The position peaked at $326K in Q2 2025. 473 funds tracked by Wall St. Rank hold PATH as of Q3 2025.

Krilogy Financial reported no remaining UiPath position as of Q3 2025 after selling out during the quarter.
Krilogy Financial sold 25,492 UiPath shares in Q3 2025, an estimated $326K.
Krilogy Financial first reported a position in UiPath in Q2 2025 and held it in 1 quarter.
Krilogy Financial's UiPath position peaked at $326K in Q2 2025.
473 funds tracked by Wall St. Rank held UiPath as of Q3 2025.

Based on Krilogy Financial's 13F filing for Q3 2025, filed 6 Nov 2025.