PFO
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Pathstone Family Office’s UiPath PATH Stock Holding History

Pathstone Family Office’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
2023
Q3 		$431K Buy
+25,178
New +$419K ﹤0.01% 1112

Other funds holding PATH

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Pathstone Family Office's PATH Position: Q3 2023 in Review

Pathstone Family Office opened a new position in UiPath (PATH) in Q3 2023: 25,178 shares worth $431K. The stake represents ﹤0.01% of the portfolio and ranks #1112 among its holdings.

417 funds tracked by Wall St. Rank hold PATH as of Q3 2023.

  • Pathstone Family Office held 25,178 shares of UiPath worth $431K as of Q3 2023.
  • UiPath was a new Pathstone Family Office position in Q3 2023.
  • UiPath made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1112 holding.
  • 417 funds tracked by Wall St. Rank held UiPath as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.