Wellington Management Group
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Wellington Management Group’s UiPath PATH Stock Holding History

Wellington 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
-35,469
Closed -$804K – 1947
2024
Q1 		$804K Sell
35,469
-9,593
-21% -$225K ﹤0.01% 1728
2023
Q4 		$1.12M Sell
45,062
-54,868
-55% -$1.07M ﹤0.01% 1605
2023
Q3 		$1.71M Buy
99,930
+37,062
+59% +$617K ﹤0.01% 1499
2023
Q2 		$1.04M Buy
62,868
+7,120
+13% +$114K ﹤0.01% 1597
2023
Q1 		$979K Sell
55,748
-368
-0.7% -$5.56K ﹤0.01% 1664
2022
Q4 		$713K Sell
56,116
-1,952,180
-97% -$24.1M ﹤0.01% 1732
2022
Q3 		$25.3M Sell
2,008,296
-15,931
-0.8% -$279K 0.01% 846
2022
Q2 		$36.8M Sell
2,024,227
-13,240,101
-87% -$248M 0.01% 765
2022
Q1 		$330M Sell
15,264,328
-681,635
-4% -$23M 0.06% 290
2021
Q4 		$688M Buy
15,945,963
+11,865,203
+291% +$585M 0.11% 185
2021
Q3 		$215M Sell
4,080,760
-28,125
-0.7% -$1.7M 0.04% 421
2021
Q2 		$274M Buy
+4,108,885
New +$301M 0.05% 372

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 $3.37T AUM 44.26% 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

Wellington Management Group's PATH Position: Q2 2024 in Review

Wellington Management Group sold out of UiPath (PATH) in Q2 2024, closing a stake of 35,469 shares — an estimated $804K sold.

Wellington Management Group first reported a position in PATH in Q2 2021 and held it in 12 quarters. The position peaked at $688M in Q4 2021. 478 funds tracked by Wall St. Rank hold PATH as of Q2 2024.

  • Wellington Management Group reported no remaining UiPath position as of Q2 2024 after selling out during the quarter.
  • Wellington Management Group sold 35,469 UiPath shares in Q2 2024, an estimated $804K.
  • Wellington Management Group first reported a position in UiPath in Q2 2021 and held it in 12 quarters.
  • Wellington Management Group's UiPath position peaked at $688M in Q4 2021.
  • 478 funds tracked by Wall St. Rank held UiPath as of Q2 2024.

Based on Wellington Management Group's 13F filing for Q2 2024, filed 14 Aug 2024.