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SoundView Advisors’s UiPath PATH Stock Holding History

SoundView Advisors’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
-107,640
Closed -$1.44M – 35
2025
Q3 		$1.44M Sell
107,640
-13,009
-11% -$154K 0.49% 16
2025
Q2 		$1.54M Buy
120,649
+31,243
+35% +$375K 0.57% 21
2025
Q1 		$920K Hold
89,406
– – 0.38% 23
2024
Q4 		$1.14M Buy
+89,406
New +$1.18M 0.47% 22

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SoundView Advisors's PATH Position: Q4 2025 in Review

SoundView Advisors sold out of UiPath (PATH) in Q4 2025, closing a stake of 107,640 shares — an estimated $1.44M sold.

SoundView Advisors first reported a position in PATH in Q4 2024 and held it in 4 quarters. The position peaked at $1.54M in Q2 2025. 539 funds tracked by Wall St. Rank hold PATH as of Q4 2025.

  • SoundView Advisors reported no remaining UiPath position as of Q4 2025 after selling out during the quarter.
  • SoundView Advisors sold 107,640 UiPath shares in Q4 2025, an estimated $1.44M.
  • SoundView Advisors first reported a position in UiPath in Q4 2024 and held it in 4 quarters.
  • SoundView Advisors's UiPath position peaked at $1.54M in Q2 2025.
  • 539 funds tracked by Wall St. Rank held UiPath as of Q4 2025.

Based on SoundView Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.