RhumbLine Advisers

RhumbLine Advisers’s UiPath PATH Stock Holding History

RhumbLine 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
2026 Q1	$11.5M	Buy	1,037,680 +176,939	+21%	+$2.25M	0.01%	989
2025 Q4	$14.1M	Buy	860,741 +497,655	+137%	+$7.75M	0.01%	902
2025 Q3	$4.86M	Sell	363,086 -14,147	-4%	-$167K	﹤0.01%	1455
2025 Q2	$4.83M	Sell	377,233 -96,773	-20%	-$1.16M	﹤0.01%	1436
2025 Q1	$4.88M	Sell	474,006 -13,084	-3%	-$168K	﹤0.01%	1370
2024 Q4	$6.19M	Sell	487,090 -8,949	-2%	-$118K	0.01%	1323
2024 Q3	$6.35M	Sell	496,039 -14,972	-3%	-$183K	0.01%	1301
2024 Q2	$6.48M	Buy	511,011 +12,836	+3%	+$222K	0.01%	1247
2024 Q1	$11.3M	Buy	498,175 +6,486	+1%	+$152K	0.01%	991
2023 Q4	$12.2M	Buy	491,689 +14,392	+3%	+$281K	0.01%	952
2023 Q3	$8.17M	Sell	477,297 -8,517	-2%	-$142K	0.01%	1086
2023 Q2	$8.05M	Buy	485,814 +79,868	+20%	+$1.28M	0.01%	1124
2023 Q1	$7.13M	Sell	405,946 -3,848	-0.9%	-$58.1K	0.01%	1138
2022 Q4	$5.21M	Buy	409,794 +28,148	+7%	+$348K	0.01%	1256
2022 Q3	$4.81M	Buy	381,646 +38,074	+11%	+$668K	0.01%	1256
2022 Q2	$6.25M	Buy	+343,572	New	+$6.42M	0.01%	1134

Other funds holding PATH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TFG Asset Management Grand Cayman, Cayman Islands $509M AUM 24.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Geode Capital Management

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

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