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420 hedge funds and large institutions have $3.84B invested in UiPath in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 132 increasing their positions, 151 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $151M | Put options by funds: $112M

3.9% less ownership

Funds ownership: 68.04%64.14% (-3.9%)

9% less capital invested

Capital invested by funds: $4.23B → $3.84B (-$394M)

12% less funds holding

Funds holding: 478420 (-58)

13% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 151

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

42% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 126

Holders
420
Holders Change
-58
Holders Change %
-12.13%
% of All Funds
6.03%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.17%
New
73
Increased
132
Reduced
151
Closed
126
Calls
$151M
Puts
$112M
Net Calls
+$39.4M
Net Calls Change
+$4.61M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
301
Capital Performance Advisors
California
$64.6K +$61.8K +5,045 New
VAMG
302
Voisard Asset Management Group
Michigan
$64K
PIM
303
Plato Investment Management
Australia
$60.9K
Kovitz Investment Group Partners
304
Kovitz Investment Group Partners
Illinois
$60.8K +$131K +10,663 New
JIP
305
Jaffetilchin Investment Partners
Florida
$59.5K +$56.9K +4,646 New
FFA
306
Farther Finance Advisors
California
$59.1K -$17K -1,392 -23%
TWD
307
True Wealth Design
Ohio
$55.8K +$53.2K +4,342 +21,710%
GC
308
Globeflex Capital
California
$54.2K +$51.9K +4,238 New
PI
309
PEAK6 Investments
Illinois
$52.9K -$1.96M -160,149 -97%
Allspring Global Investments
310
Allspring Global Investments
North Carolina
$52.5K +$27.8K +2,274 +125%
WT
311
Whittier Trust
California
$50.4K -$9.65K -788 -17%
AAM
312
Advisors Asset Management
Colorado
$47.3K -$1.09K -89 -2%
RS
313
Rakuten Securities
Japan
$44.3K -$83.8K -6,848 -66%
QC
314
Quent Capital
New York
$43.9K
Acadian Asset Management
315
Acadian Asset Management
Massachusetts
$43K -$2.21M -180,411 -98%
PP
316
Pingora Partners
Wyoming
$41.9K
QL
317
Quarry LP
New York
$40.3K +$33.4K +2,729 +654%
BFS
318
Burkett Financial Services
South Carolina
$37.9K
SPIA
319
Steward Partners Investment Advisory
New York
$37.2K -$2.01K -164 -5%
PLU
320
Performa Ltd (US)
South Carolina
$33.9K -$1.84K -150 -5%
Jones Financial Companies
321
Jones Financial Companies
Missouri
$32K +$29.4K +2,402 +2,402%
VSQM
322
V-Square Quantitative Management
Illinois
$29.1K -$44.8K -3,658 -62%
HFS
323
Hantz Financial Services
Michigan
$29K
BSB
324
Bangor Savings Bank
Maine
$26.4K -$796K -64,981 -97%
JEST
325
JTC Employer Solutions Trustee
Jersey
$26K +$25.3K +2,068 New

PATH Hedge Fund Activity: Q3 2024 in Review

420 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q3 2024, worth a combined $3.84B — down 9.3% from $4.23B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of PATH and 73 opened new positions — a net loss of 53 holders — while 151 trimmed existing stakes and 132 added.

The largest buyer was JP Morgan Chase, adding an estimated $42.3M. The largest seller was Fidelity Investments, cutting an estimated $213M.

  • 420 institutional investors held UiPath (PATH) as of Q3 2024, down from 478 in Q2 2024.
  • Funds reported $3.84B of UiPath stock for Q3 2024, down 9.3% quarter-over-quarter.
  • 73 funds opened new UiPath positions in Q3 2024 and 126 closed out, a net change of -53 holders.
  • The largest UiPath buyer in Q3 2024 was JP Morgan Chase, an estimated $42.3M added.
  • The largest UiPath seller in Q3 2024 was Fidelity Investments, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2024.