Ownership history in SUMMIT SECURITIES GROUP LLC · 5 quarters on record
This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 3,986 | -11,235 | -73.8% | 0.01% | $53K | $13.38 |
| 2022 Q4 | ADDED | 15,221 | +11,421 | +300.6% | 0.01% | $193K | $12.71 |
| 2022 Q3 | ADDED | 3,800 | +3,750 | +7500.0% | 0.00% | $48K | $12.61 |
| 2021 Q2 | UNCHANGED | 50 | — | 0% | 0.03% | $340K | $67.93 |
| 2021 Q2 | INITIATED | 50 | — | — | 0.03% | $340K | $67.93 |
As of 2025 Q4 — sorted by position size