PATH — UIPATH INC

Ownership history in Integrated Wealth Concepts LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in UIPATH INC (PATH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.0%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,347 -34,256 -76.8% 0.00% $138K $13.38
2025 Q2 ADDED 44,603 +34,194 +328.5% 0.01% $571K $12.80
2024 Q4 REDUCED 10,409 -6,941 -40.0% 0.00% $132K $12.71
2024 Q1 INITIATED 17,350 — — 0.01% $393K —
% of Fund (quarterly)    PATH price (monthly, adj. close)

Other funds also holding PATH

As of 2025 Q4 — sorted by position size

Tetragon Partners GP Ltd 3Y 7Y 60.3% Madrona Venture Group, LLC 3Y 45.16% BRANDYWINE MANAGERS, LLC 3Y 7Y 8.18% StepStone Group LP 3Y 7Y 7.92% Circumference Group LLC 6.8% Alphabet Inc. 3Y 4.47% SAPPHIRE VENTURES, L.L.C. 3Y 7Y 4.41% Senvest Management, LLC 3Y 7Y 4.4% Capital Impact Advisors, LLC 3Y 7Y 4.09% Hound Partners, LLC 3Y 7Y 2.95%
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