PP
PATH icon

Paloma Partners’s UiPath PATH Stock Holding History

Paloma Partners’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
2024
Q3 		– Sell
-45,386
Closed -$575K – 1549
2024
Q2 		$575K Buy
+45,386
New +$785K 0.02% 681
2022
Q2 		– Sell
-82,579
Closed -$1.78M – 1584
2022
Q1 		$1.78M Buy
82,579
+15,562
+23% +$524K 0.05% 272
2021
Q4 		$2.89M Buy
+67,017
New +$3.31M 0.04% 347

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paloma Partners's PATH Position: Q3 2024 in Review

Paloma Partners sold out of UiPath (PATH) in Q3 2024, closing a stake of 45,386 shares — an estimated $575K sold.

Paloma Partners first reported a position in PATH in Q4 2021 and held it in 3 quarters. The position peaked at $2.89M in Q4 2021. 420 funds tracked by Wall St. Rank hold PATH as of Q3 2024.

  • Paloma Partners reported no remaining UiPath position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 45,386 UiPath shares in Q3 2024, an estimated $575K.
  • Paloma Partners first reported a position in UiPath in Q4 2021 and held it in 3 quarters.
  • Paloma Partners's UiPath position peaked at $2.89M in Q4 2021.
  • 420 funds tracked by Wall St. Rank held UiPath as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.