Pathway Financial Advisers’s UiPath PATH Stock Holding History

Pathway Financial Advisers’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 Q4	–	Sell	-192	Closed	-$2.57K	–	292
2025 Q3	$2.57K	Buy	+192	New	+$2.27K	﹤0.01%	368
2025 Q1	–	Sell	-192	Closed	-$2.44K	–	339
2024 Q4	$2.44K	Buy	+192	New	+$2.54K	﹤0.01%	421
2024 Q1	–	Sell	-100	Closed	-$2.48K	–	485
2023 Q4	$2.48K	Buy	+100	New	+$1.95K	﹤0.01%	441

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pathway Financial Advisers's PATH Position: Q4 2025 in Review

Pathway Financial Advisers sold out of UiPath (PATH) in Q4 2025, closing a stake of 192 shares — an estimated $2.57K sold.

Pathway Financial Advisers first reported a position in PATH in Q4 2023 and held it in 3 quarters. The position peaked at $2.57K in Q3 2025. 539 funds tracked by Wall St. Rank hold PATH as of Q4 2025.

Pathway Financial Advisers reported no remaining UiPath position as of Q4 2025 after selling out during the quarter.
Pathway Financial Advisers sold 192 UiPath shares in Q4 2025, an estimated $2.57K.
Pathway Financial Advisers first reported a position in UiPath in Q4 2023 and held it in 3 quarters.
Pathway Financial Advisers's UiPath position peaked at $2.57K in Q3 2025.
539 funds tracked by Wall St. Rank held UiPath as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.