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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
PCM
326
Prelude Capital Management
New York
$138K -$270K -15,607 -59%
Corient Private Wealth
327
Corient Private Wealth
Florida
$133K -$449K -25,991 -71%
RS
328
Rakuten Securities
Japan
$131K +$126K +7,284 +241%
AA
329
Advisory Alpha
Michigan
$131K +$178K +10,292 New
GIA
330
Gladstone Institutional Advisory
Florida
$129K +$176K +10,179 New
Macquarie Group
331
Macquarie Group
Australia
$129K
AWS
332
Atria Wealth Solutions
New York
$127K +$174K +10,052 New
KOC
333
Koss-Olinger Consulting
Florida
$127K +$173K +10,000 New
S
334
SignatureFD
Georgia
$127K -$91.7K -5,302 -35%
CPC
335
Congress Park Capital
New York
$127K -$121K -7,000 -41%
CL
336
CSS LLC
Illinois
$127K +$173K +10,000 New
GWM
337
GSB Wealth Management
Connecticut
$127K +$173K +10,000 New
A
338
AlphaQuest
New York
$125K -$351K -20,296 -67%
HI
339
Harbour Investments
Wisconsin
$123K +$18.2K +1,052 +12%
C
340
Covestor
United Kingdom
$100K +$127K +7,337 +1,301%
PNC Financial Services Group
341
PNC Financial Services Group
Pennsylvania
$99.9K -$218K -12,603 -62%
WBC
342
Westpac Banking Corp
Australia
$98.9K +$96.3K +5,571 +250%
IAIM
343
International Assets Investment Management
Florida
$95.9K +$131K +7,565 New
CF
344
Corebridge Financial
Texas
$89.6K +$122K +7,068 New
FFA
345
Farther Finance Advisors
California
$77.4K +$20.5K +1,184 +25%
RIM
346
Rakuten Investment Management
Japan
$76.4K +$46.3K +2,675 +80%
VSQM
347
V-Square Quantitative Management
Illinois
$75.2K +$103K +5,929 New
AF
348
Allworth Financial
California
$75.1K +$55.4K +3,205 +106%
CSC
349
Caldwell Sutter Capital
California
$74.8K
VI
350
Vestcor Inc
New Brunswick, Canada
$73K

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.