Thompson Davis & Co’s UiPath PATH Stock Holding History

Thompson Davis & Co’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	-14,370	Closed	-$194K	–	180
2025 Q3	$194K	Buy	+14,370	New	+$170K	0.12%	122

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

Thompson Davis & Co's PATH Position: Q4 2025 in Review

Thompson Davis & Co sold out of UiPath (PATH) in Q4 2025, closing a stake of 14,370 shares — an estimated $194K sold.

Thompson Davis & Co first reported a position in PATH in Q3 2025 and held it in 1 quarter. The position peaked at $194K in Q3 2025. 539 funds tracked by Wall St. Rank hold PATH as of Q4 2025.

Thompson Davis & Co reported no remaining UiPath position as of Q4 2025 after selling out during the quarter.
Thompson Davis & Co sold 14,370 UiPath shares in Q4 2025, an estimated $194K.
Thompson Davis & Co first reported a position in UiPath in Q3 2025 and held it in 1 quarter.
Thompson Davis & Co's UiPath position peaked at $194K in Q3 2025.
539 funds tracked by Wall St. Rank held UiPath as of Q4 2025.

Based on Thompson Davis & Co's 13F filing for Q4 2025, filed 12 Jan 2026.