PATH icon

UiPath
PATH

Overview Fund Activity

271 hedge funds and large institutions have $13.8B invested in UiPath in 2021 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 115 increasing their positions, 32 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+36
Holders Change %
+15.32%
% of All Funds
4.76%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
102
Increased
115
Reduced
32
Closed
63
Calls
$74.7M
Puts
$116M
Net Calls
-$41.2M
Net Calls Change
+$108K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04B
2
AIM
2
ARK Investment Management
Florida
$1.26B
3
AGFIA
3
Accel Growth Fund IV Associates
California
$866M
4
Alkeon Capital Management
4
Alkeon Capital Management
New York
$661M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.78B

Top Sellers

1
AI
1
Alphabet Inc
California
$925M
2
DIG
2
Dragoneer Investment Group
California
$39.4M
3
KDIA
3
KPCB DGF III Associates
California
$0
4
DTA
4
Disruptive Technology Advisers
Texas
$8.97M
5
Sands Capital Management
5
Sands Capital Management
Virginia
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
251
Wolff Wiese Magana
California
$11K +$912 +17 +9%
CA
252
Crewe Advisors
Utah
$9K +$9K +175 New
HIIFS
253
Harel Insurance Investments & Financial Services
Israel
$8K +$8K +146 New
WTC
254
WhitTier Trust Company
Nevada
$8K +$8K +154 New
HI
255
Harbour Investments
Wisconsin
$6K -$11.2K -228 -65%
IFAM
256
Institutional & Family Asset Management
Colorado
$5K – – –
CCM
257
Covington Capital Management
California
$5K – – –
SWM
258
Sugarloaf Wealth Management
Georgia
$5K +$2.5K +50 +100%
WT
259
Washington Trust
Rhode Island
$5K +$5K +96 New
GKWIM
260
Gerber Kawasaki Wealth & Investment Management
California
$5K +$5K +110 New
AssetMark Inc
261
AssetMark Inc
California
$4K +$911 +18 +30%
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$3K -$43 -1 -1%
SPIA
263
Steward Partners Investment Advisory
New York
$3K +$2.24K +41 +293%
BFC
264
Bedel Financial Consulting
Indiana
$2K -$1.33K -20 -40%
CTB
265
Country Trust Bank
Illinois
$1K +$1K +12 New
BIA
266
Bell Investment Advisors
California
$1K +$1K +17 New
EWM
267
Edge Wealth Management
New York
$1K +$1K +19 New
MIFH
268
Migdal Insurance & Financial Holdings
Israel
$1K +$1K +25 New
CI Investments Inc
269
CI Investments Inc
Ontario, Canada
$1K +$1K +28 New
LAM
270
Lountzis Asset Management
Pennsylvania
$105 +$105 +2 New
KDIA
271
KPCB DGF III Associates
California
– -$226M -3,697,015 Closed
VEPM
272
Vista Equity Partners Management
California
– -$129M -1,905,891 Closed
GA
273
Greenspring Associates
Maryland
– -$125M -1,842,177 Closed
Lord, Abbett & Co
274
Lord, Abbett & Co
New Jersey
– -$54.5M -802,221 Closed
ZCI
275
Zevenbergen Capital Investments
Washington
– -$26M -383,105 Closed
9 10
11
12 13