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SVB Wealth’s UiPath PATH Stock Holding History

SVB Wealth’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 		– Sell
-30,279
Closed -$312K – 1270
2025
Q1 		$312K Sell
30,279
-18
-0.1% -$232 0.01% 256
2024
Q4 		$385K Buy
+30,297
New +$400K 0.01% 488
2024
Q3 		– Sell
-30,083
Closed -$381K – 428
2024
Q2 		$381K Sell
30,083
-28,802
-49% -$498K 0.01% 488
2024
Q1 		$1.33M Sell
58,885
-331
-0.6% -$7.75K 0.03% 296
2023
Q4 		$1.47M Buy
59,216
+28,910
+95% +$564K 0.04% 282
2023
Q3 		$519K Sell
30,306
-333
-1% -$5.54K 0.01% 448
2023
Q2 		$508K Buy
30,639
+313
+1% +$5.02K 0.01% 483
2023
Q1 		$533K Sell
30,326
-7,153
-19% -$108K 0.01% 524
2022
Q4 		$476K Sell
37,479
-1,257
-3% -$15.5K 0.01% 578
2022
Q3 		$489K Buy
+38,736
New +$679K 0.01% 539

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SVB Wealth's PATH Position: Q2 2025 in Review

SVB Wealth sold out of UiPath (PATH) in Q2 2025, closing a stake of 30,279 shares — an estimated $312K sold.

SVB Wealth first reported a position in PATH in Q3 2022 and held it in 10 quarters. The position peaked at $1.47M in Q4 2023. 455 funds tracked by Wall St. Rank hold PATH as of Q2 2025.

  • SVB Wealth reported no remaining UiPath position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 30,279 UiPath shares in Q2 2025, an estimated $312K.
  • SVB Wealth first reported a position in UiPath in Q3 2022 and held it in 10 quarters.
  • SVB Wealth's UiPath position peaked at $1.47M in Q4 2023.
  • 455 funds tracked by Wall St. Rank held UiPath as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.