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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
Northern Trust
26
Northern Trust
Illinois
$33.5M +$5.25M +303,717 +13%
Charles Schwab
27
Charles Schwab
California
$33M +$319K +18,468 +0.7%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$32.4M +$7.6M +439,344 +21%
Coatue Management
29
Coatue Management
New York
$30.9M
GT
30
Glenmede Trust
Pennsylvania
$30.3M -$1.19M -68,720 -3%
PL
31
Portman Ltd
Cayman Islands
$25.1M
Nomura Holdings
32
Nomura Holdings
Japan
$23M +$31.1M +1,797,246 +8,875%
Twin Tree Management
33
Twin Tree Management
Texas
$21.3M +$23.9M +1,379,994 +464%
Legal & General Group
34
Legal & General Group
United Kingdom
$20.5M -$1.92M -111,319 -6%
AQR Capital Management
35
AQR Capital Management
Connecticut
$20.4M +$15.4M +892,845 +121%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$19.3M +$12.3M +708,750 +87%
Goldman Sachs
37
Goldman Sachs
New York
$18.7M -$35.6M -2,060,477 -58%
IC
38
IEQ Capital
California
$18.3M +$651K +37,642 +3%
N
39
Nuveen
North Carolina
$17.9M +$1.08M +62,705 +5%
Swiss National Bank
40
Swiss National Bank
Switzerland
$16.4M +$2.28M +132,100 +11%
SG
41
StepStone Group
California
$16.3M
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$14.8M -$20.6M -1,194,247 -51%
SCV
43
Sands Capital Ventures
Virginia
$14.6M -$19.9M -1,148,206 -50%
Federated Hermes
44
Federated Hermes
Pennsylvania
$14.5M +$8.14M +470,740 +70%
Bank of America
45
Bank of America
North Carolina
$13.6M -$8.26M -477,516 -31%
Deutsche Bank
46
Deutsche Bank
Germany
$13.5M +$8.08M +467,121 +79%
JP Morgan Chase
47
JP Morgan Chase
New York
$13.4M -$1.33M -76,986 -7%
Canada Life
48
Canada Life
Manitoba, Canada
$13.3M +$753K +43,548 +4%
Renaissance Technologies
49
Renaissance Technologies
New York
$13.3M +$18.1M +1,047,357 New
First Trust Advisors
50
First Trust Advisors
Illinois
$13.2M -$12.3M -710,935 -41%

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.