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UiPath

417 hedge funds and large institutions have $5.75B invested in UiPath in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 148 increasing their positions, 142 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $132M | Put options by funds: $75.7M

18% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 49

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

1% more funds holding

Funds holding: 411417 (+6)

4% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 142

3% more capital invested

Capital invested by funds: $5.59B → $5.75B (+$168M)

1.04% less ownership

Funds ownership: 70.41%69.37% (-1%)

Holders
417
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
6.62%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
58
Increased
148
Reduced
142
Closed
49
Calls
$132M
Puts
$75.7M
Net Calls
+$56.4M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$810M -$15.9M -954,511 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$646M +$44.5M +2,673,718 +8%
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$438M -$10.6M -633,774 -2%
NAMA
4
Nikko Asset Management Americas
New York
$423M -$10.1M -607,415 -2%
BlackRock
5
BlackRock
New York
$417M +$16.5M +992,432 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$278M +$7.71M +463,032 +3%
AI
7
Alphabet Inc
California
$241M
Goldman Sachs
8
Goldman Sachs
New York
$194M -$5.35M -321,217 -3%
Two Sigma Investments
9
Two Sigma Investments
New York
$146M +$47.1M +2,828,358 +50%
Alkeon Capital Management
10
Alkeon Capital Management
New York
$138M -$78.1M -4,687,644 -37%
State Street
11
State Street
Massachusetts
$131M +$4.17M +250,690 +3%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$111M +$66.5M +3,991,300 +159%
SM
13
Senvest Management
New York
$106M +$3.03M +181,722 +3%
AGFIA
14
Accel Growth Fund IV Associates
California
$105M -$22.3M -1,336,620 -18%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$98.6M +$8.89M +533,714 +10%
Norges Bank
16
Norges Bank
Norway
$91.8M +$10M +600,841 +13%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$88.7M +$186K +11,155 +0.2%
Morgan Stanley
18
Morgan Stanley
New York
$79.7M +$26.8M +1,610,498 +53%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$65.5M -$10.4M -625,039 -14%
Coatue Management
20
Coatue Management
New York
$59.4M
TAM
21
TFG Asset Management
Cayman Islands
$56.5M -$485K -29,110 -0.9%
SCV
22
Sands Capital Ventures
Virginia
$52.5M
Northern Trust
23
Northern Trust
Illinois
$42.2M +$3.89M +233,362 +10%
Charles Schwab
24
Charles Schwab
California
$41.8M +$4.63M +277,769 +13%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$40.8M +$255K +15,334 +0.6%

PATH Hedge Fund Activity: Q3 2023 in Review

417 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q3 2023, worth a combined $5.75B — up 3% from $5.59B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PATH positions and 49 closed out — a net gain of 9 holders — while 148 added to existing stakes and 142 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $66.5M. The largest seller was Alkeon Capital Management, cutting an estimated $78.1M.

  • 417 institutional investors held UiPath (PATH) as of Q3 2023, up from 411 in Q2 2023.
  • Funds reported $5.75B of UiPath stock for Q3 2023, up 3% quarter-over-quarter.
  • 58 funds opened new UiPath positions in Q3 2023 and 49 closed out, a net change of +9 holders.
  • The largest UiPath buyer in Q3 2023 was Two Sigma Advisers, an estimated $66.5M added.
  • The largest UiPath seller in Q3 2023 was Alkeon Capital Management, an estimated $78.1M sold.

Based on aggregated 13F filings for Q3 2023.