Vestmark Advisory Solutions’s UiPath PATH Stock Holding History

Vestmark Advisory Solutions’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	-97,168	Closed	-$1M	–	801
2025 Q1	$1M	Sell	97,168 -256,825	-73%	-$3.31M	0.03%	393
2024 Q4	$5.55M	Buy	353,993 +76,647	+28%	+$1.01M	0.19%	106
2024 Q3	$3.55M	Sell	277,346 -168,970	-38%	-$2.07M	0.13%	157
2024 Q2	$5.66M	Sell	446,316 -103,554	-19%	-$1.79M	0.24%	93
2024 Q1	$12.5M	Sell	549,870 -75,870	-12%	-$1.78M	0.54%	37
2023 Q4	$15.5M	Buy	+625,740	New	+$12.2M	0.79%	27
2022 Q3	–	Sell	-10,658	Closed	-$194K	–	864
2022 Q2	$194K	Buy	10,658 +265	+3%	+$4.96K	0.01%	819
2022 Q1	$224K	Buy	10,393 +1,781	+21%	+$60K	0.01%	820
2021 Q4	$371K	Buy	8,612 +4,035	+88%	+$199K	0.02%	631
2021 Q3	$241K	Buy	4,577 +1,039	+29%	+$62.9K	0.02%	741
2021 Q2	$240K	Buy	+3,538	New	+$259K	0.02%	691

Other funds holding PATH

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vestmark Advisory Solutions's PATH Position: Q2 2025 in Review

Vestmark Advisory Solutions sold out of UiPath (PATH) in Q2 2025, closing a stake of 97,168 shares — an estimated $1M sold.

Vestmark Advisory Solutions first reported a position in PATH in Q2 2021 and held it in 11 quarters. The position peaked at $15.5M in Q4 2023. 454 funds tracked by Wall St. Rank hold PATH as of Q2 2025.

Vestmark Advisory Solutions reported no remaining UiPath position as of Q2 2025 after selling out during the quarter.
Vestmark Advisory Solutions sold 97,168 UiPath shares in Q2 2025, an estimated $1M.
Vestmark Advisory Solutions first reported a position in UiPath in Q2 2021 and held it in 11 quarters.
Vestmark Advisory Solutions's UiPath position peaked at $15.5M in Q4 2023.
454 funds tracked by Wall St. Rank held UiPath as of Q2 2025.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.