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Stephens Investment Management Group’s UiPath PATH Stock Holding History

Stephens Investment Management 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
2024
Q2 		– Sell
-159,004
Closed -$3.6M – 169
2024
Q1 		$3.6M Buy
159,004
+5,401
+4% +$126K 0.05% 147
2023
Q4 		$3.82M Buy
153,603
+1,666
+1% +$32.5K 0.06% 145
2023
Q3 		$2.6M Buy
151,937
+6,290
+4% +$105K 0.04% 151
2023
Q2 		$2.41M Sell
145,647
-32,945
-18% -$528K 0.04% 154
2023
Q1 		$3.14M Buy
178,592
+23,811
+15% +$360K 0.05% 148
2022
Q4 		$1.96M Sell
154,781
-96,306
-38% -$1.19M 0.04% 149
2022
Q3 		$3.17M Buy
251,087
+16,848
+7% +$295K 0.06% 155
2022
Q2 		$4.26M Sell
234,239
-13,070
-5% -$244K 0.08% 151
2022
Q1 		$5.34M Buy
+247,309
New +$8.33M 0.08% 155

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 $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Stephens Investment Management Group's PATH Position: Q2 2024 in Review

Stephens Investment Management Group sold out of UiPath (PATH) in Q2 2024, closing a stake of 159,004 shares — an estimated $3.6M sold.

Stephens Investment Management Group first reported a position in PATH in Q1 2022 and held it in 9 quarters. The position peaked at $5.34M in Q1 2022. 479 funds tracked by Wall St. Rank hold PATH as of Q2 2024.

  • Stephens Investment Management Group reported no remaining UiPath position as of Q2 2024 after selling out during the quarter.
  • Stephens Investment Management Group sold 159,004 UiPath shares in Q2 2024, an estimated $3.6M.
  • Stephens Investment Management Group first reported a position in UiPath in Q1 2022 and held it in 9 quarters.
  • Stephens Investment Management Group's UiPath position peaked at $5.34M in Q1 2022.
  • 479 funds tracked by Wall St. Rank held UiPath as of Q2 2024.

Based on Stephens Investment Management Group's 13F filing for Q2 2024, filed 6 Aug 2024.