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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
SLG
76
Stanley-Laman Group
Pennsylvania
$5.48M +$1.76M +102,040 +31%
1WA
77
180 Wealth Advisors
Washington
$5.44M +$4.12M +238,235 +118%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$5.37M +$640K +36,991 +10%
EP
79
Edgestream Partners
New Jersey
$5.11M +$2.95M +170,426 +73%
KeyBank National Association
80
KeyBank National Association
Ohio
$5.1M +$13.5K +779 +0.2%
Mackenzie Financial
81
Mackenzie Financial
Ontario, Canada
$5.1M +$4.75M +274,505 +216%
STA
82
Summit Trail Advisors
New York
$4.89M -$2.8M -162,164 -30%
PI
83
PineBridge Investments
New York
$4.72M +$1.4M +80,818 +28%
FCM
84
Frontier Capital Management
Massachusetts
$4.69M +$5.02M +290,351 +365%
APM
85
Avidity Partners Management
Texas
$4.59M +$6.26M +362,000 New
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$4.53M +$3.66M +211,837 +146%
Osaic Holdings
87
Osaic Holdings
Arizona
$4.51M -$1.26M -72,748 -17%
DADC
88
D.A. Davidson & Co
Montana
$4.42M +$1.69M +97,585 +39%
Wells Fargo
89
Wells Fargo
California
$4.31M -$2.26M -130,472 -28%
Marshall Wace
90
Marshall Wace
United Kingdom
$4.08M -$5.5M -318,096 -50%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$3.94M +$2.97M +172,050 +122%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$3.83M +$112K +6,496 +2%
Nordea Investment Management
93
Nordea Investment Management
Sweden
$3.75M +$4.2M +242,673 +420%
Walleye Capital
94
Walleye Capital
New York
$3.7M +$2.86M +165,268 +131%
Mitsubishi UFJ Asset Management
95
Mitsubishi UFJ Asset Management
Japan
$3.68M +$1.45M +84,064 +41%
State of Wisconsin Investment Board
96
State of Wisconsin Investment Board
Wisconsin
$3.36M +$1.01M +58,431 +28%
RJFSA
97
Raymond James Financial Services Advisors
Florida
$3.23M +$979K +56,596 +29%
LPL Financial
98
LPL Financial
California
$3.21M +$171K +9,897 +4%
OPFM
99
Optimus Prime Fund Management
Cayman Islands
$3.17M +$4.32M +250,000 New
Stifel Financial
100
Stifel Financial
Missouri
$3.16M -$2.79M -161,536 -39%

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.