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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
BCIM
201
British Columbia Investment Management
British Columbia, Canada
$532K +$515K +32,126 New
GGHC
202
Gilder Gagnon Howe & Co
New York
$511K +$2.34K +146 +0.5%
WL
203
WIT LLC
District of Columbia
$509K +$497 +31 New
SW
204
SVB Wealth
Massachusetts
$508K +$5.02K +313 +1%
CF
205
Centaurus Financial
California
$497K
Corient Private Wealth
206
Corient Private Wealth
Florida
$496K +$211K +13,183 +78%
AP
207
AtonRa Partners
Switzerland
$495K -$256K -15,986 -35%
American Century Companies
208
American Century Companies
Missouri
$491K +$137K +8,564 +41%
EMPI
209
Elo Mutual Pension Insurance
Finland
$487K +$472K +29,411 New
CC
210
Corton Capital
Ontario, Canada
$484K +$468K +29,186 New
MSRPS
211
Maryland State Retirement & Pension System
Maryland
$476K
Verition Fund Management
212
Verition Fund Management
Connecticut
$472K +$63.8K +3,981 +16%
AWM
213
Axxcess Wealth Management
California
$470K +$49.7K +3,098 +12%
FA
214
FDx Advisors
Illinois
$459K +$72.2K +4,501 +19%
Janus Henderson Group
215
Janus Henderson Group
United Kingdom
$458K +$254K +15,820 +134%
Teacher Retirement System of Texas
216
Teacher Retirement System of Texas
Texas
$446K +$432K +26,935 New
MC
217
Maverick Capital
Texas
$439K +$425K +26,486 New
Walleye Trading
218
Walleye Trading
New York
$438K +$424K +26,451 New
TI
219
Tidal Investments
Wisconsin
$437K +$125K +7,785 +42%
SMDAM
220
Sumitomo Mitsui DS Asset Management
Japan
$436K +$422K +26,331 New
CAN
221
Cetera Advisor Networks
California
$434K +$28.7K +1,790 +7%
CPC
222
Congress Park Capital
New York
$431K -$20K -1,250 -5%
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$418K +$106K +6,614 +36%
ICP
224
Interchange Capital Partners
Pennsylvania
$417K +$216K +13,452 +117%
SI
225
Symmetry Investments
Jersey
$414K +$401K +25,000 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.