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West Branch Capital’s UiPath PATH Stock Holding History

West Branch Capital’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
-50
Closed -$630 – 451
2025
Q3 		$630 Hold
50
– – ﹤0.01% 395
2025
Q2 		$630 Hold
50
– – ﹤0.01% 409
2025
Q1 		$515 Hold
50
– – ﹤0.01% 440
2024
Q4 		$636 Hold
50
– – ﹤0.01% 420
2024
Q3 		$640 Hold
50
– – ﹤0.01% 404
2024
Q2 		$634 Hold
50
– – ﹤0.01% 402
2024
Q1 		$1.13K Hold
50
– – ﹤0.01% 386
2023
Q4 		$1.24K Hold
50
– – ﹤0.01% 406
2023
Q3 		$856 Hold
50
– – ﹤0.01% 401
2023
Q2 		$829 Hold
50
– – ﹤0.01% 407
2023
Q1 		$878 Hold
50
– – ﹤0.01% 410
2022
Q4 		$636 Hold
50
– – ﹤0.01% 413
2022
Q3 		$1K Buy
50
+20
+67% +$351 ﹤0.01% 427
2022
Q2 		$1K Hold
30
– – ﹤0.01% 408
2022
Q1 		$1K Hold
30
– – ﹤0.01% 406
2021
Q4 		$1K Buy
+30
New +$1.48K ﹤0.01% 436

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

West Branch Capital's PATH Position: Q4 2025 in Review

West Branch Capital sold out of UiPath (PATH) in Q4 2025, closing a stake of 50 shares — an estimated $630 sold.

West Branch Capital first reported a position in PATH in Q4 2021 and held it in 16 quarters. The position peaked at $1.24K in Q4 2023. 539 funds tracked by Wall St. Rank hold PATH as of Q4 2025.

  • West Branch Capital reported no remaining UiPath position as of Q4 2025 after selling out during the quarter.
  • West Branch Capital sold 50 UiPath shares in Q4 2025, an estimated $630.
  • West Branch Capital first reported a position in UiPath in Q4 2021 and held it in 16 quarters.
  • West Branch Capital's UiPath position peaked at $1.24K in Q4 2023.
  • 539 funds tracked by Wall St. Rank held UiPath as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.