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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
CA
351
Clearstead Advisors
Ohio
$73K +$27.7K +1,600 +39%
AA
352
Ancora Advisors
Ohio
$65.3K +$173 +10 +0.2%
VAMG
353
Voisard Asset Management Group
Michigan
$63.4K +$86.5K +5,000 New
PIM
354
Plato Investment Management
Australia
$60.4K -$609K -35,218 -88%
WT
355
Whittier Trust
California
$59.9K -$158K -9,139 -66%
SWM
356
Spire Wealth Management
Virginia
$57.8K -$360K -20,808 -82%
OAM
357
Ostrum Asset Management
France
$56.2K -$5.96K -345 -7%
TSWM
358
Tyler-Stone Wealth Management
Ohio
$49.1K -$11.8K -680 -15%
AAM
359
Advisors Asset Management
Colorado
$48K +$13K +751 +25%
CMBA
360
C.M. Bidwell & Associates
Hawaii
$47.3K
National Bank of Canada
361
National Bank of Canada
Quebec, Canada
$45K -$1.73K -100 -3%
EWA
362
EverSource Wealth Advisors
Alabama
$44.7K +$13.1K +757 +26%
QC
363
Quent Capital
New York
$43.5K -$2.58K -149 -4%
RWMG
364
Redwood Wealth Management Group
New Jersey
$43.5K +$59.3K +3,429 New
FHA
365
First Horizon Advisors
Tennessee
$43.4K +$311 +18 +0.5%
PP
366
Pingora Partners
Wyoming
$41.5K +$5.19K +300 +10%
SPIA
367
Steward Partners Investment Advisory
New York
$38.9K -$45.1K -2,607 -46%
BFS
368
Burkett Financial Services
South Carolina
$37.5K
PLU
369
Performa Ltd (US)
South Carolina
$35.5K +$37.2K +2,150 +331%
UWS
370
Unique Wealth Strategies
Illinois
$28.2K +$21.5K +1,244 New
HFS
371
Hantz Financial Services
Michigan
$28K +$34.4K +1,989 +780%
Allspring Global Investments
372
Allspring Global Investments
North Carolina
$23.1K -$301K -17,385 -91%
MCM
373
Manchester Capital Management
Vermont
$22.7K
TSMHT
374
Thurston Springer Miller Herd & Titak
Indiana
$22.3K +$30.4K +1,758 New
PTC
375
Private Trust Company
Ohio
$22.2K -$30.4K -1,756 -50%

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.