Smith Anglin Financial’s UiPath PATH Stock Holding History

Smith Anglin Financial’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 Q2	$133K	Sell	10,409 -343	-3%	-$4.12K	0.01%	201
2025 Q1	$111K	Buy	10,752 +427	+4%	+$5.5K	0.01%	206
2024 Q4	$131K	Sell	10,325 -1,320	-11%	-$17.4K	0.01%	206
2024 Q3	$149K	Sell	11,645 -5,993	-34%	-$73.4K	0.01%	195
2024 Q2	$224K	Sell	17,638 -37,449	-68%	-$647K	0.02%	169
2024 Q1	$1.25M	Buy	+55,087	New	+$1.29M	0.13%	65
2023 Q4	–	Sell	-23,797	Closed	-$407K	–	193
2023 Q3	$407K	Buy	23,797 +6,620	+39%	+$110K	0.05%	108
2023 Q2	$285K	Buy	+17,177	New	+$275K	0.03%	137

Other funds holding PATH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Smith Anglin Financial's PATH Position: Q2 2025 in Review

Smith Anglin Financial reduced its UiPath (PATH) stake by 3.2% in Q2 2025, selling an estimated $4.12K and leaving 10,409 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #201.

Smith Anglin Financial first reported a position in PATH in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.25M in Q1 2024. 454 funds tracked by Wall St. Rank hold PATH as of Q2 2025.

Smith Anglin Financial held 10,409 shares of UiPath worth $133K as of Q2 2025.
Smith Anglin Financial sold 343 UiPath shares in Q2 2025, an estimated $4.12K.
UiPath made up 0.01% of Smith Anglin Financial's portfolio in Q2 2025, its #201 holding.
Smith Anglin Financial first reported a position in UiPath in Q2 2023 and has held it in 8 quarters since.
Smith Anglin Financial's UiPath position peaked at $1.25M in Q1 2024.
454 funds tracked by Wall St. Rank held UiPath as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.