PATH — UIPATH INC

Ownership history in RFG Advisory, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which RFG Advisory, 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
0.05% (2025 Q2)
Avg. % of fund
0.04%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 84,100 -79,770 -48.7% 0.02% $1.1M $13.38
2025 Q2 ADDED 163,870 +16,632 +11.3% 0.05% $2.1M $12.80
2025 Q1 INITIATED 147,238 — — 0.04% $1.5M $10.30
% 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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