SIMG
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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 $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return