Meritage Group’s UiPath PATH Stock Holding History

Meritage 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 Q4	–	Sell	-5,839,446	Closed	-$73.6M	–	54
2022 Q3	$73.6M	Buy	5,839,446 +96,591	+2%	+$1.69M	2.21%	12
2022 Q2	$104M	Buy	+5,742,855	New	+$107M	3.02%	13

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

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

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

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

Meritage Group's PATH Position: Q4 2022 in Review

Meritage Group sold out of UiPath (PATH) in Q4 2022, closing a stake of 5,839,446 shares — an estimated $73.6M sold.

Meritage Group first reported a position in PATH in Q2 2022 and held it in 2 quarters. The position peaked at $104M in Q2 2022. 336 funds tracked by Wall St. Rank hold PATH as of Q4 2022.

Meritage Group reported no remaining UiPath position as of Q4 2022 after selling out during the quarter.
Meritage Group sold 5,839,446 UiPath shares in Q4 2022, an estimated $73.6M.
Meritage Group first reported a position in UiPath in Q2 2022 and held it in 2 quarters.
Meritage Group's UiPath position peaked at $104M in Q2 2022.
336 funds tracked by Wall St. Rank held UiPath as of Q4 2022.

Based on Meritage Group's 13F filing for Q4 2022, filed 13 Feb 2023.