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Orion Capital Management’s UiPath PATH Stock Holding History

Orion Capital 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
Q1 		– Sell
-1,000
Closed -$12.7K – 493
2024
Q4 		$12.7K Buy
+1,000
New +$13.2K 0.01% 350
2024
Q3 		– Sell
-1,000
Closed -$12.7K – 343
2024
Q2 		$12.7K Hold
1,000
– – 0.01% 344
2024
Q1 		$22.7K Hold
1,000
– – 0.01% 326
2023
Q4 		$24.8K Hold
1,000
– – 0.01% 315
2023
Q3 		$17.1K Buy
+1,000
New +$16.7K 0.01% 345
2023
Q2 		– Sell
-1,000
Closed -$17.6K – 349
2023
Q1 		$17.6K Hold
1,000
– – 0.01% 341
2022
Q4 		$12.7K Hold
1,000
– – 0.01% 303
2022
Q3 		$13K Hold
1,000
– – 0.01% 300
2022
Q2 		$18K Hold
1,000
– – 0.01% 275
2022
Q1 		$22K Hold
1,000
– – 0.01% 262
2021
Q4 		$43K Buy
+1,000
New +$49.3K 0.02% 210

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 $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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 $7.75B AUM 33.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Orion Capital Management's PATH Position: Q1 2025 in Review

Orion Capital Management sold out of UiPath (PATH) in Q1 2025, closing a stake of 1,000 shares — an estimated $12.7K sold.

Orion Capital Management first reported a position in PATH in Q4 2021 and held it in 11 quarters. The position peaked at $43K in Q4 2021. 446 funds tracked by Wall St. Rank hold PATH as of Q1 2025.

  • Orion Capital Management reported no remaining UiPath position as of Q1 2025 after selling out during the quarter.
  • Orion Capital Management sold 1,000 UiPath shares in Q1 2025, an estimated $12.7K.
  • Orion Capital Management first reported a position in UiPath in Q4 2021 and held it in 11 quarters.
  • Orion Capital Management's UiPath position peaked at $43K in Q4 2021.
  • 446 funds tracked by Wall St. Rank held UiPath as of Q1 2025.

Based on Orion Capital Management's 13F filing for Q1 2025, filed 14 May 2025.