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Lindbrook Capital’s UiPath PATH Stock Holding History

Lindbrook Capital’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
Q1 		$54.9K Buy
5,330
+3,479
+188% +$44.8K 0.01% 961
2024
Q4 		$23.5K Sell
1,851
-51
-3% -$674 ﹤0.01% 1195
2024
Q3 		$24.3K Buy
1,902
+974
+105% +$11.9K ﹤0.01% 1190
2024
Q2 		$11.8K Sell
928
-1,099
-54% -$19K ﹤0.01% 1533
2024
Q1 		$46K Buy
2,027
+639
+46% +$15K ﹤0.01% 806
2023
Q4 		$34.5K Sell
1,388
-254
-15% -$4.96K ﹤0.01% 911
2023
Q3 		$28.1K Buy
1,642
+254
+18% +$4.23K ﹤0.01% 901
2023
Q2 		$23K Sell
1,388
-126
-8% -$2.02K ﹤0.01% 1013
2023
Q1 		$26.6K Sell
1,514
-40
-3% -$604 ﹤0.01% 941
2022
Q4 		$19.8K Buy
1,554
+1,397
+890% +$17.3K ﹤0.01% 1068
2022
Q3 		$2K Buy
+157
New +$2.75K ﹤0.01% 2112

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's PATH Position: Q1 2025 in Review

Lindbrook Capital increased its UiPath (PATH) stake by 188% in Q1 2025, buying an estimated $44.8K and bringing the position to 5,330 shares worth $54.9K. The position accounts for 0.01% of the portfolio, ranked #961.

Lindbrook Capital first reported a position in PATH in Q3 2022 and has held it in 11 quarters since. 446 funds tracked by Wall St. Rank hold PATH as of Q1 2025.

  • Lindbrook Capital held 5,330 shares of UiPath worth $54.9K as of Q1 2025.
  • Lindbrook Capital bought 3,479 UiPath shares in Q1 2025, an estimated $44.8K.
  • UiPath made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #961 holding.
  • Lindbrook Capital first reported a position in UiPath in Q3 2022 and has held it in 11 quarters since.
  • 446 funds tracked by Wall St. Rank held UiPath as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.