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UiPath

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
QC
76
Quadrature Capital
United Kingdom
$4.25M +$239K +14,888 +6%
Los Angeles Capital Management
77
Los Angeles Capital Management
California
$4.24M +$4.1M +255,723 New
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$4.16M +$2.77M +172,470 +303%
TWC
79
TD Waterhouse Canada
Ontario, Canada
$3.82M +$726K +45,251 +32%
Wells Fargo
80
Wells Fargo
California
$3.73M +$481K +29,966 +15%
State of New Jersey Common Pension Fund D
81
State of New Jersey Common Pension Fund D
New Jersey
$3.71M +$3.59M +223,695 New
HSBC Holdings
82
HSBC Holdings
United Kingdom
$3.71M +$630K +39,264 +21%
UBS Group
83
UBS Group
Switzerland
$3.69M +$882K +54,972 +33%
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$3.46M -$18.2M -1,136,287 -84%
GAM
85
Gotham Asset Management
New York
$3.43M -$598K -37,277 -15%
Mitsubishi UFJ Trust & Banking
86
Mitsubishi UFJ Trust & Banking
Japan
$3.43M +$3.32M +207,044 New
OC
87
Oppenheimer & Co
New York
$3.35M +$403K +25,147 +14%
SV
88
Sapphire Ventures
Texas
$3.31M
ACM
89
Aquatic Capital Management
Illinois
$3.1M +$635K +39,600 +27%
Acadian Asset Management
90
Acadian Asset Management
Massachusetts
$3.09M +$69.3K +4,322 +2%
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$3.07M +$2.98M +185,507 New
Twin Tree Management
92
Twin Tree Management
Texas
$3.04M +$690K +43,007 +31%
LPL Financial
93
LPL Financial
California
$3.04M +$1.33M +83,166 +83%
SOMRS
94
State of Michigan Retirement System
Michigan
$2.98M +$2.88M +179,804 New
DADC
95
D.A. Davidson & Co
Montana
$2.97M +$120K +7,495 +4%
1WA
96
180 Wealth Advisors
Washington
$2.86M +$263K +16,376 +11%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.82M -$280K -17,441 -9%
Vontobel Holding
98
Vontobel Holding
Switzerland
$2.79M +$154K +9,612 +6%
BC
99
Brookfield Corp
Ontario, Canada
$2.77M +$2.68M +166,889 New
AP
100
AlpInvest Partners
Netherlands
$2.76M +$2.67M +166,313 New

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.