Ticker · CUSIP 90364P105
Holders (tracked)
18
Combined shares
42,139,700
Combined value
$671.90M
Last close
$10.61
Quarter
2025Q4
Tracked holders · last 8 quarters
+3 vs previous quarter over the last 8.
Price is -33.5% vs the avg quarter-end implied price across tracked holders.
SEC event timeline
22 events
- +1,337,900 shares · 2025Q413F
- Ken Griffin (Citadel Advisors) added2026-02-17+1,033,303 shares · 2025Q413F
- D.E. Shaw & Co. trimmed2026-02-17−2,930,883 shares · 2025Q413F
- Philippe Laffont (Coatue) exited2026-02-17−2,269,557 shares · 2025Q413F
- Two Sigma Investments added2026-02-17+1,826,924 shares · 2025Q413F
- Izzy Englander (Millennium Mgmt) trimmed2026-02-17−2,760,575 shares · 2025Q413F
- Steve Cohen (Point72) added2026-02-17+4,933,884 shares · 2025Q413F
- T. Rowe Price added2026-02-17+809,315 shares · 2025Q413F
- AQR Capital Management trimmed2026-02-17−1,181,517 shares · 2025Q413F
- +759,600 shares · 2025Q413F
- −271,015 shares · 2025Q413F
- Norges Bank (Norway SWF) opened position2026-02-10+7,332,288 shares · 2025Q413F
- −724,322 shares · 2025Q313F
- Steve Cohen (Point72) opened position2025-11-14+2,465,300 shares · 2025Q313F
- Two Sigma Investments added2025-11-14+1,157,987 shares · 2025Q313F
- D.E. Shaw & Co. trimmed2025-11-14−3,748,142 shares · 2025Q313F
- AQR Capital Management trimmed2025-11-14−6,227,481 shares · 2025Q313F
- Izzy Englander (Millennium Mgmt) added2025-11-14+1,207,343 shares · 2025Q313F
- T. Rowe Price added2025-11-14+11,178 shares · 2025Q313F
- Norges Bank (Norway SWF) exited2025-11-13−5,347,723 shares · 2025Q313F
- Ray Dalio (Bridgewater Associates) added2025-11-13+97,357 shares · 2025Q313F
- Norges Bank (Norway SWF) added2025-11-12+987,128 shares · 2024Q313F
Insider activity
No insider transactions in the last 30 days.
Follow-the-investor returns
If you'd copied each holder of PATH…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
| Investor | First in | Cost basis | Return | Position value today |
|---|---|---|---|---|
| T. Rowe Price | 2021Q2 | $5.40 | +96.5% | $12.2M |
| Ray Dalio (Bridgewater Associates) | 2024Q1 | $11.65 | -9.0% | $23.6M |
| AQR Capital Management | 2023Q2 | $13.40 | -20.8% | $42.4M |
| Two Sigma Investments | 2021Q3 | $14.87 | -28.6% | $44.5M |
| Ken Griffin (Citadel Advisors) | 2021Q2 | $14.93 | -28.9% | $14.8M |
| Ken Griffin (Citadel Advisors) | 2021Q2 | $14.93 | -28.9% | $14.8M |
| Ken Griffin (Citadel Advisors) | 2021Q2 | $14.93 | -28.9% | $14.8M |
| Paul Tudor Jones (Tudor Investment) | 2021Q2 | $16.26 | -34.7% | $849K |
| Paul Tudor Jones (Tudor Investment) | 2021Q2 | $16.26 | -34.7% | $849K |
| D.E. Shaw & Co. | 2021Q2 | $16.34 | -35.1% | $17.8M |
| Steve Cohen (Point72) | 2022Q1 | $16.34 | -35.1% | $135K |
| Steve Cohen (Point72) | 2022Q1 | $16.34 | -35.1% | $135K |
| Steve Cohen (Point72) | 2022Q1 | $16.34 | -35.1% | $135K |
| Izzy Englander (Millennium Mgmt) | 2021Q2 | $16.38 | -35.2% | $20.9M |
| Izzy Englander (Millennium Mgmt) | 2021Q2 | $16.38 | -35.2% | $20.9M |
| Izzy Englander (Millennium Mgmt) | 2021Q2 | $16.38 | -35.2% | $20.9M |
| Jonathan Auerbach (Hound Partners) | 2025Q4 | $16.39 | -35.3% | $14.2M |
| Norges Bank (Norway SWF) | 2021Q4 | $364.01 | -97.1% | $77.8M |
Who moved on this name in 2025Q4
13F transactions reported for the latest quarter, grouped by direction.
New positions3
- Norges Bank (Norway SWF)+7,332,288$120.2M
- Jonathan Auerbach (Hound Partners)+1,337,900$21.9M
- Paul Tudor Jones (Tudor Investment)+759,600$12.4M
Added to4
- Steve Cohen (Point72)+4,933,884$80.9M
- Two Sigma Investments+1,826,924$29.9M
- Ken Griffin (Citadel Advisors)+1,033,303$16.9M
- T. Rowe Price+809,315$13K
Trimmed4
- D.E. Shaw & Co.−2,930,883$48.0M
- Izzy Englander (Millennium Mgmt)−2,760,575$45.2M
- AQR Capital Management−1,181,517$19.4M
- Ray Dalio (Bridgewater Associates)−271,015$4.4M
Exited1
- Philippe Laffont (Coatue)−2,269,557$30.4M
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q1 | 21 | $47.29B |
| 2022Q2 | 19 | $40.38B |
| 2022Q3 | 18 | $38.1M |
| 2022Q4 | 19 | $952.3M |
| 2023Q1 | 18 | $1.36B |
| 2023Q2 | 18 | $1.49B |
| 2023Q3 | 18 | $1.56B |
| 2023Q4 | 17 | $2.27B |
| 2024Q1 | 18 | $1.64B |
| 2024Q2 | 19 | $977.0M |
| 2024Q3 | 19 | $598.9M |
| 2024Q4 | 17 | $667.4M |
| 2025Q1 | 18 | $343.6M |
| 2025Q2 | 18 | $470.9M |
| 2025Q3 | 15 | $374.6M |
| 2025Q4 | 18 | $671.9M |
Who owns PATH
18 super-investors · 2025Q4
Tracked stake
42.14M
shares
Combined value
$672M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New4Added8Trim6
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | Steve Cohen Point72 | 7.40M | $121M |
| 2 | Norges Bank Norway SWF | 7.33M | $120M |
| 3 | Ken Griffin Citadel Advisors | 4.90M | $80M |
| 4 | Two Sigma Investments | 4.19M | $69M |
| 5 | AQR Capital Management | 4.00M | $66M |
| 6 | Ray Dalio Bridgewater Associates | 2.22M | $36M |
| 7 | Ken Griffin Citadel Advisors | 2.20M | $36M |
| 8 | Izzy Englander Millennium Mgmt | 1.97M | $32M |
| 9 | D.E. Shaw & Co. | 1.68M | $28M |
| 10 | Ken Griffin Citadel Advisors | 1.40M | $23M |
| 11 | Izzy Englander Millennium Mgmt | 1.39M | $23M |
| 12 | Jonathan Auerbach Hound Partners | 1.34M | $22M |
| 13 | Paul Tudor Jones Tudor Investment | 679.6K | $11M |
| 14 | Steve Cohen Point72 | 118.4K | $2M |
| 15 | Paul Tudor Jones Tudor Investment | 80.0K | $1M |
| 16 | Izzy Englander Millennium Mgmt | 79.4K | $1M |
| 17 | Steve Cohen Point72 | 12.7K | $208K |
| 18 | T. Rowe Price | 1.15M | $19K |
Recent moves
20 transactions
- −2,760,575 · 2025Q4
- −1,181,517 · 2025Q4
- +4,933,884 · 2025Q4
- +1,033,303 · 2025Q4
- TRIMD.E. Shaw & Co.−2,930,883 · 2025Q4
- +809,315 · 2025Q4
- −2,269,557 · 2025Q4
- +759,600 · 2025Q4
- +1,826,924 · 2025Q4
- +1,337,900 · 2025Q4
- −271,015 · 2025Q4
- +7,332,288 · 2025Q4
- −724,322 · 2025Q3
- +2,465,300 · 2025Q3
- +1,157,987 · 2025Q3
- +1,207,343 · 2025Q3
- TRIMD.E. Shaw & Co.−3,748,142 · 2025Q3
- +11,178 · 2025Q3
- −6,227,481 · 2025Q3
- +97,357 · 2025Q3
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