Cannell & Spears’s UiPath PATH Stock Holding History

Cannell & Spears’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 Q2	–	Sell	-22,566	Closed	-$396K	–	229
2023 Q1	$396K	Sell	22,566 -240	-1%	-$3.63K	0.04%	155
2022 Q4	$290K	Buy	+22,806	New	+$282K	0.03%	183

Other funds holding PATH

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AGFIA

Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return

Cannell & Spears's PATH Position: Q2 2023 in Review

Cannell & Spears sold out of UiPath (PATH) in Q2 2023, closing a stake of 22,566 shares — an estimated $396K sold.

Cannell & Spears first reported a position in PATH in Q4 2022 and held it in 2 quarters. The position peaked at $396K in Q1 2023. 411 funds tracked by Wall St. Rank hold PATH as of Q2 2023.

Cannell & Spears reported no remaining UiPath position as of Q2 2023 after selling out during the quarter.
Cannell & Spears sold 22,566 UiPath shares in Q2 2023, an estimated $396K.
Cannell & Spears first reported a position in UiPath in Q4 2022 and held it in 2 quarters.
Cannell & Spears's UiPath position peaked at $396K in Q1 2023.
411 funds tracked by Wall St. Rank held UiPath as of Q2 2023.

Based on Cannell & Spears's 13F filing for Q2 2023, filed 14 Aug 2023.