SPM
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Symmetry Peak Management’s UiPath PATH Stock Holding History

Symmetry Peak Management’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 		– Sell
-24,200
Closed -$397K – 108
2025
Q4 		$397K Buy
+24,200
New +$377K 0.11% 38
2024
Q1 		– Sell
-25,000
Closed -$621K – 148
2023
Q4 		$621K Buy
+25,000
New +$488K 0.15% 78

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Symmetry Peak Management's PATH Position: Q1 2024 in Review

Symmetry Peak Management sold out of UiPath (PATH) in Q1 2024, closing a stake of 24,000 shares — an estimated $596K sold.

Symmetry Peak Management first reported a position in PATH in Q4 2023 and held it in 1 quarter. The position peaked at $596K in Q4 2023. 515 funds tracked by Wall St. Rank hold PATH as of Q1 2024.

  • Symmetry Peak Management reported no remaining UiPath position as of Q1 2024 after selling out during the quarter.
  • Symmetry Peak Management sold 24,000 UiPath shares in Q1 2024, an estimated $596K.
  • Symmetry Peak Management first reported a position in UiPath in Q4 2023 and held it in 1 quarter.
  • Symmetry Peak Management's UiPath position peaked at $596K in Q4 2023.
  • 515 funds tracked by Wall St. Rank held UiPath as of Q1 2024.

Based on Symmetry Peak Management's 13F filing for Q1 2024, filed 15 May 2024.