ClearBridge Investments’s UiPath PATH Stock Holding History

ClearBridge Investments’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
2022 Q3	–	Sell	-7,721,393	Closed	-$140M	–	758
2022 Q2	$140M	Buy	7,721,393 +704,358	+10%	+$13.2M	0.13%	150
2022 Q1	$151M	Buy	7,017,035 +436,963	+7%	+$14.7M	0.11%	176
2021 Q4	$284M	Buy	6,580,072 +2,280,898	+53%	+$112M	0.19%	115
2021 Q3	$226M	Buy	4,299,174 +192,638	+5%	+$11.7M	0.16%	139
2021 Q2	$279M	Buy	+4,106,536	New	+$301M	0.19%	116

Other funds holding PATH

AIM

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

AGFIA

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

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

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

ClearBridge Investments's PATH Position: Q3 2022 in Review

ClearBridge Investments sold out of UiPath (PATH) in Q3 2022, closing a stake of 7,721,393 shares — an estimated $140M sold.

ClearBridge Investments first reported a position in PATH in Q2 2021 and held it in 5 quarters. The position peaked at $284M in Q4 2021. 302 funds tracked by Wall St. Rank hold PATH as of Q3 2022.

ClearBridge Investments reported no remaining UiPath position as of Q3 2022 after selling out during the quarter.
ClearBridge Investments sold 7,721,393 UiPath shares in Q3 2022, an estimated $140M.
ClearBridge Investments first reported a position in UiPath in Q2 2021 and held it in 5 quarters.
ClearBridge Investments's UiPath position peaked at $284M in Q4 2021.
302 funds tracked by Wall St. Rank held UiPath as of Q3 2022.

Based on ClearBridge Investments's 13F filing for Q3 2022, filed 14 Nov 2022.