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411 hedge funds and large institutions have $5.59B invested in UiPath in 2023 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 144 increasing their positions, 90 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 68

60% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 90

55% more call options, than puts

Call options by funds: $100M | Put options by funds: $64.8M

15% more funds holding

Funds holding: 357411 (+54)

3.01% more ownership

Funds ownership: 67.39%70.41% (+3%)

0% more capital invested

Capital invested by funds: $5.56B → $5.59B (+$21.6M)

48% less funds holding in top 10

Funds holding in top 10: 2312 (-11)

Holders
411
Holders Change
+54
Holders Change %
+15.13%
% of All Funds
6.45%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
124
Increased
144
Reduced
90
Closed
68
Calls
$100M
Puts
$64.8M
Net Calls
+$35.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$35.9M +$765K +47,675 +2%
Millennium Management
27
Millennium Management
New York
$33.5M -$61.2M -3,814,591 -65%
SUT
28
SC US (TTGP)
California
$33.3M -$3.03M -188,973 -9%
SG
29
StepStone Group
California
$29.9M +$306K +19,069 +1%
Legal & General Group
30
Legal & General Group
United Kingdom
$29.6M +$11.1M +691,066 +63%
N
31
Nuveen
North Carolina
$23.4M +$1.03M +63,985 +5%
Swiss National Bank
32
Swiss National Bank
Switzerland
$21.2M +$20.5M +1,281,100 New
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$19.9M +$5.23M +325,890 +37%
Canada Life
34
Canada Life
Manitoba, Canada
$19.8M +$3.91M +243,605 +26%
Squarepoint
35
Squarepoint
New York
$19.4M +$9.7M +604,930 +107%
First Trust Advisors
36
First Trust Advisors
Illinois
$19.2M +$13.8M +861,840 +288%
WorldQuant Millennium Advisors
37
WorldQuant Millennium Advisors
New York
$18.1M +$17.5M +1,090,083 New
Barclays
38
Barclays
United Kingdom
$16M +$9.64M +601,199 +164%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$15.2M +$7.5M +467,639 +104%
Bank of America
40
Bank of America
North Carolina
$14.9M -$446K -27,784 -3%
IC
41
IEQ Capital
California
$14.7M +$857K +53,451 +6%
JP Morgan Chase
42
JP Morgan Chase
New York
$14.5M +$1.26M +78,346 +10%
STA
43
Summit Trail Advisors
New York
$14.1M -$726K -45,262 -5%
Capital Fund Management (CFM)
44
Capital Fund Management (CFM)
France
$13.3M +$5.47M +341,007 +74%
CCM
45
Cota Capital Management
California
$11.8M
Deutsche Bank
46
Deutsche Bank
Germany
$11.5M -$877K -54,666 -7%
Man Group
47
Man Group
United Kingdom
$11.1M +$10.8M +672,512 New
AC
48
Armistice Capital
New York
$11M +$10.6M +664,000 New
EAM
49
Erste Asset Management
Austria
$11M +$10.6M +660,000 New
BM
50
Brandywine Managers
Delaware
$10.1M +$2.84M +176,923 +41%

PATH Hedge Fund Activity: Q2 2023 in Review

411 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q2 2023, worth a combined $5.59B — up 0.39% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PATH positions and 68 closed out — a net gain of 56 holders — while 144 added to existing stakes and 90 trimmed.

The largest buyer was BlackRock, adding an estimated $91.1M. The largest seller was Holocene Advisors, exiting entirely with an estimated $102M sold.

  • 411 institutional investors held UiPath (PATH) as of Q2 2023, up from 357 in Q1 2023.
  • Funds reported $5.59B of UiPath stock for Q2 2023, up 0.39% quarter-over-quarter.
  • 124 funds opened new UiPath positions in Q2 2023 and 68 closed out, a net change of +56 holders.
  • The largest UiPath buyer in Q2 2023 was BlackRock, an estimated $91.1M added.
  • The largest UiPath seller in Q2 2023 was Holocene Advisors, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2023.