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Jefferies Group’s UiPath PATH Stock Holding History

Jefferies Group’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 		$946K Buy
75,000
+35,779
+91% +$628K 0.01% 827
2022
Q2 		$713K Buy
39,221
+9,741
+33% +$182K 0.01% 891
2022
Q1 		$636K Buy
29,480
+6,980
+31% +$235K ﹤0.01% 1003
2021
Q4 		$970K Sell
22,500
-27,500
-55% -$1.36M 0.01% 1011
2021
Q3 		$2.63M Buy
+50,000
New +$3.03M 0.02% 662

Other funds holding PATH

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
AGFIA
Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jefferies Group's PATH Position: Q3 2022 in Review

Jefferies Group increased its UiPath (PATH) stake by 91% in Q3 2022, buying an estimated $628K and bringing the position to 75,000 shares worth $946K. The position accounts for 0.01% of the portfolio, ranked #827.

Jefferies Group first reported a position in PATH in Q3 2021 and has held it in 5 quarters since. The position peaked at $2.63M in Q3 2021. 302 funds tracked by Wall St. Rank hold PATH as of Q3 2022.

  • Jefferies Group held 75,000 shares of UiPath worth $946K as of Q3 2022.
  • Jefferies Group bought 35,779 UiPath shares in Q3 2022, an estimated $628K.
  • UiPath made up 0.01% of Jefferies Group's portfolio in Q3 2022, its #827 holding.
  • Jefferies Group first reported a position in UiPath in Q3 2021 and has held it in 5 quarters since.
  • Jefferies Group's UiPath position peaked at $2.63M in Q3 2021.
  • 302 funds tracked by Wall St. Rank held UiPath as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.