AtonRa Partners’s UiPath PATH Stock Holding History

AtonRa Partners’s Portfolio PATH Stock Details PATH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$514K	Sell	20,696 -3,068	-13%	-$59.9K	1.02%	32
2023 Q3	$407K	Sell	23,764 -6,093	-20%	-$101K	0.85%	47
2023 Q2	$495K	Sell	29,857 -15,986	-35%	-$256K	0.77%	60
2023 Q1	$805K	Buy	45,843 +2,182	+5%	+$33K	1.18%	22
2022 Q4	$555K	Sell	43,661 -8,994	-17%	-$111K	0.71%	63
2022 Q3	$664K	Buy	52,655 +2,858	+6%	+$50.1K	0.65%	69
2022 Q2	$906K	Buy	+49,797	New	+$931K	0.83%	46

Other funds holding PATH

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AtonRa Partners's PATH Position: Q4 2023 in Review

AtonRa Partners reduced its UiPath (PATH) stake by 13% in Q4 2023, selling an estimated $59.9K and leaving 20,696 shares worth $514K. The position accounts for 1.02% of the portfolio, ranked #32.

AtonRa Partners first reported a position in PATH in Q2 2022 and has held it in 7 quarters since. The position peaked at $906K in Q2 2022. 499 funds tracked by Wall St. Rank hold PATH as of Q4 2023.

AtonRa Partners held 20,696 shares of UiPath worth $514K as of Q4 2023.
AtonRa Partners sold 3,068 UiPath shares in Q4 2023, an estimated $59.9K.
UiPath made up 1.02% of AtonRa Partners's portfolio in Q4 2023, its #32 holding.
AtonRa Partners first reported a position in UiPath in Q2 2022 and has held it in 7 quarters since.
AtonRa Partners's UiPath position peaked at $906K in Q2 2022.
499 funds tracked by Wall St. Rank held UiPath as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.