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Merlin Capital’s UiPath PATH Stock Holding History

Merlin Capital’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
2024
Q1 		$837K Buy
36,930
+1,066
+3% +$24.9K 2.5% 14
2023
Q4 		$891K Sell
35,864
-14,578
-29% -$285K 2.85% 1
2023
Q3 		$863K Buy
+50,442
New +$840K 3.22% 1

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Merlin Capital's PATH Position: Q1 2024 in Review

Merlin Capital increased its UiPath (PATH) stake by 3% in Q1 2024, buying an estimated $24.9K and bringing the position to 36,930 shares worth $837K. The position accounts for 2.5% of the portfolio, ranked #14.

Merlin Capital first reported a position in PATH in Q3 2023 and has held it in 3 quarters since. The position peaked at $891K in Q4 2023. 515 funds tracked by Wall St. Rank hold PATH as of Q1 2024.

  • Merlin Capital held 36,930 shares of UiPath worth $837K as of Q1 2024.
  • Merlin Capital bought 1,066 UiPath shares in Q1 2024, an estimated $24.9K.
  • UiPath made up 2.5% of Merlin Capital's portfolio in Q1 2024, its #14 holding.
  • Merlin Capital first reported a position in UiPath in Q3 2023 and has held it in 3 quarters since.
  • Merlin Capital's UiPath position peaked at $891K in Q4 2023.
  • 515 funds tracked by Wall St. Rank held UiPath as of Q1 2024.

Based on Merlin Capital's 13F filing for Q1 2024, filed 13 May 2024.