Avory & Company, LLC PATH β€” UIPATH INC

Ownership history in Avory & Company, LLC  Β·  2 quarters on record

AI Ownership Summary

Avory & Company, LLC reported UIPATH INC (PATH) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.19% in 2026 Q1. The latest visible filing shows PATH at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PATH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avory & Company, LLC's position in UIPATH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PATH was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Avory & Company, LLC held PATH β€” position size vs. price
% of Fund (quarterly)    PATH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 13,535 -3,226 -19.2% 0.19% $150K 2026-04-29 $10.38
2025 Q4 INITIATED β€” β€” β€” 16,761 β€” β€” 0.18% $275K 2026-02-24 $10.10

FAQ About Avory & Company, LLC and PATH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avory & Company, LLC reported owning PATH?

Avory & Company, LLC reported PATH across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported PATH position in Avory & Company, LLC's portfolio?

The largest reported portfolio weight for PATH was 0.19% in 2026 Q1.

What is the latest reported PATH position on this page?

The most recent filing on this page is 2026 Q1, when Avory & Company, LLC reported 13,535 shares, equal to 0.19% of portfolio, with an estimated market value of $150K.

What does the chart on this PATH ownership page compare?

The chart compares Avory & Company, LLC's quarterly PATH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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