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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
VIA
176
Vident Investment Advisory
Georgia
$806K +$348K +21,674 +80%
Wolverine Trading
177
Wolverine Trading
Illinois
$797K +$321K +20,018 +72%
GC
178
Guggenheim Capital
Illinois
$773K -$13.9K -864 -2%
Federated Hermes
179
Federated Hermes
Pennsylvania
$771K +$746K +46,544 New
VPIM
180
Vanguard Personalized Indexing Management
California
$768K -$161K -10,025 -18%
KBC Group
181
KBC Group
Belgium
$759K +$735K +45,812 New
Sands Capital Management
182
Sands Capital Management
Virginia
$740K -$13.1M -817,696 -95%
AP
183
Adero Partners
California
$733K +$2.52K +157 +0.4%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$722K +$428K +26,717 +159%
X
185
Xponance
Pennsylvania
$715K +$432K +26,910 +166%
TAM
186
Titleist Asset Management
Texas
$689K +$217K +13,500 +48%
LSA
187
Leonteq Securities AG
Switzerland
$683K +$181K +11,274 +38%
Principal Financial Group
188
Principal Financial Group
Iowa
$678K -$3.01M -187,574 -82%
Victory Capital Management
189
Victory Capital Management
Texas
$674K -$15.3K -951 -2%
Envestnet Asset Management
190
Envestnet Asset Management
Illinois
$674K +$25.8K +1,610 +4%
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$664K -$120K -7,500 -16%
BOTOTLSJU
192
Board of Trustees of The Leland Stanford Junior University
California
$656K -$1.78M -111,008 -74%
NAM
193
Nissay Asset Management
Japan
$630K +$610K +38,026 New
PCM
194
Prelude Capital Management
New York
$616K +$596K +37,178 New
MML Investors Services
195
MML Investors Services
Massachusetts
$605K +$585K +36,499 New
BT
196
Brandywine Trust
Delaware
$553K +$535K +33,358 New
QT
197
Quantamental Technologies
New York
$552K +$534K +33,311 New
Creative Planning
198
Creative Planning
Kansas
$550K +$197K +12,267 +59%
SIM
199
Sentry Investment Management
Wisconsin
$546K +$528K +32,931 New
RGI
200
River Global Investors
United Kingdom
$546K +$529K +32,990 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.