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UiPath

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
KA
551
Kovack Advisors
Florida
-$220K -9,699 Closed
AAM
552
Azzad Asset Management
Virginia
-$215K -9,478 Closed
Lido Advisors
553
Lido Advisors
California
-$214K -9,429 Closed
IWM
554
IHT Wealth Management
Illinois
-$208K -9,190 Closed
SGAM
555
Smith Group Asset Management
Texas
-$204K -9,020 Closed
SP
556
Systematic Portfolios
New York
-$204K -9,002 Closed
LOIM
557
Liberty One Investment Management
Illinois
-$199K -8,794 Closed
GFPC
558
Global Financial Private Client
Florida
-$144K -6,471 Closed
AIG
559
American International Group
New York
-$127K -5,598 Closed
Bank Julius Baer & Co
560
Bank Julius Baer & Co
Switzerland
-$126K -5,537 Closed
UM
561
UniSuper Management
Australia
-$125K -5,500 Closed
FFWM
562
Future Financial Wealth Management
Ohio
-$72.5K -3,200 Closed
SI
563
Stephens Inc
Arkansas
-$58.5K -2,579 Closed
HWM
564
HighMark Wealth Management
Minnesota
-$20K -1,155 -98%
AWM
565
Avior Wealth Management
Nebraska
-$19.3K -852 Closed
HCP
566
Hexagon Capital Partners
Arkansas
-$17.2K -760 Closed
VNA
567
Valley National Advisers
Pennsylvania
-$13K -580 Closed
CAM
568
Creekmur Asset Management
Illinois
-$7.32K -323 Closed
MRCM
569
M&R Capital Management
New Jersey
-$6.8K -300 Closed
PA
570
Pineridge Advisors
Missouri
-$4.53K -200 Closed
SHIM
571
Stone House Investment Management
Pennsylvania
-$3.63K -160 Closed
FIM
572
Fernwood Investment Management
Massachusetts
-$2.27K -100 Closed
HWA
573
Heritage Wealth Advisors
Virginia
-$1.7K -75 Closed
VF
574
VitalStone Financial
Texas
-$1K -60 Closed
CT
575
Colonial Trust
South Carolina
-$1.25K -55 Closed

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.