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478 hedge funds and large institutions have $4.23B invested in UiPath in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 194 increasing their positions, 147 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 147

28% more call options, than puts

Call options by funds: $158M | Put options by funds: $123M

2% more ownership

Funds ownership: 66.04%68.04% (+2%)

7% less funds holding

Funds holding: 515478 (-37)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

26% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 103

41% less capital invested

Capital invested by funds: $7.21B → $4.23B (-$2.98B)

Holders
478
Holders Change
-37
Holders Change %
-7.18%
% of All Funds
6.9%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
76
Increased
194
Reduced
147
Closed
103
Calls
$158M
Puts
$123M
Net Calls
+$34.8M
Net Calls Change
+$9.12M
Name Holding Trade Value Shares
Change
Change in
Stake
GAA
251
Green Alpha Advisors
Colorado
$373K -$33.1K -1,917 -6%
MSRPS
252
Maryland State Retirement & Pension System
Maryland
$364K
William Blair & Company
253
William Blair & Company
Illinois
$358K -$61.4K -3,554 -11%
Janus Henderson Group
254
Janus Henderson Group
United Kingdom
$356K -$35.1K -2,032 -7%
PFS
255
Prospera Financial Services
Texas
$355K -$10.3K -595 -2%
MPM
256
MBB Public Markets
Illinois
$349K +$476K +27,548 New
ACS
257
Archford Capital Strategies
Illinois
$347K +$75.1K +4,342 +19%
JSSH
258
J. Safra Sarasin Holding
$346K +$472K +27,317 New
BCV
259
Banque Cantonale Vaudoise
Switzerland
$339K +$187K +10,829 +68%
TAM
260
Titleist Asset Management
Texas
$337K
PAG
261
Private Advisor Group
New Jersey
$325K -$772K -44,624 -63%
CL
262
COWA LLC
Oklahoma
$324K +$34.6K +1,999 +8%
AB
263
Amalgamated Bank
New York
$323K +$2.87K +166 +0.7%
Bank of Montreal
264
Bank of Montreal
Ontario, Canada
$310K -$968K -55,989 -70%
NFG
265
Nations Financial Group
Iowa
$310K +$422K +24,436 New
AWM
266
Axxcess Wealth Management
California
$307K +$97.2K +5,621 +30%
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$302K -$1.41M -81,554 -77%
CWM
268
CIBC World Markets
New York
$299K +$134K +7,772 +49%
Cerity Partners
269
Cerity Partners
New York
$298K -$110K -6,343 -21%
HWM
270
HB Wealth Management
Georgia
$293K +$400K +23,123 New
SPWM
271
Straight Path Wealth Management
Michigan
$292K -$346 -20 -0.1%
UB
272
UMB Bank
Missouri
$292K
AA
273
Axiom Advisory
California
$290K +$290K +16,758 New
PCM
274
Princeton Capital Management
New Jersey
$289K +$90.1K +5,212 +30%
MIM
275
MetLife Investment Management
New Jersey
$285K +$51.6K +2,983 +15%

PATH Hedge Fund Activity: Q2 2024 in Review

478 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q2 2024, worth a combined $4.23B — down 41% from $7.21B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of PATH and 76 opened new positions — a net loss of 27 holders — while 147 trimmed existing stakes and 194 added.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $94.3M. The largest seller was Fidelity Investments, cutting an estimated $96.3M.

  • 478 institutional investors held UiPath (PATH) as of Q2 2024, down from 515 in Q1 2024.
  • Funds reported $4.23B of UiPath stock for Q2 2024, down 41% quarter-over-quarter.
  • 76 funds opened new UiPath positions in Q2 2024 and 103 closed out, a net change of -27 holders.
  • The largest UiPath buyer in Q2 2024 was Pacer Advisors, an estimated $94.3M added.
  • The largest UiPath seller in Q2 2024 was Fidelity Investments, an estimated $96.3M sold.

Based on aggregated 13F filings for Q2 2024.