Savvy Advisors Inc’s UiPath PATH Stock Holding History

Savvy Advisors Inc’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	-15,000	Closed	-$201K	–	1068
2025 Q3	$201K	Buy	+15,000	New	+$177K	0.01%	784

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

Savvy Advisors Inc's PATH Position: Q4 2025 in Review

Savvy Advisors Inc sold out of UiPath (PATH) in Q4 2025, closing a stake of 15,000 shares — an estimated $201K sold.

Savvy Advisors Inc first reported a position in PATH in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 539 funds tracked by Wall St. Rank hold PATH as of Q4 2025.

Savvy Advisors Inc reported no remaining UiPath position as of Q4 2025 after selling out during the quarter.
Savvy Advisors Inc sold 15,000 UiPath shares in Q4 2025, an estimated $201K.
Savvy Advisors Inc first reported a position in UiPath in Q3 2025 and held it in 1 quarter.
Savvy Advisors Inc's UiPath position peaked at $201K in Q3 2025.
539 funds tracked by Wall St. Rank held UiPath as of Q4 2025.

Based on Savvy Advisors Inc's 13F filing for Q4 2025, filed 20 Jan 2026.