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UiPath

515 hedge funds and large institutions have $7.21B invested in UiPath in 2024 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 204 increasing their positions, 145 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 145

30% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 74

3% more funds holding

Funds holding: 499515 (+16)

10% more call options, than puts

Call options by funds: $295M | Put options by funds: $269M

5.36% less ownership

Funds ownership: 71.4%66.04% (-5.4%)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

16% less capital invested

Capital invested by funds: $8.57B → $7.21B (-$1.36B)

Holders
515
Holders Change
+16
Holders Change %
+3.21%
% of All Funds
7.42%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
96
Increased
204
Reduced
145
Closed
74
Calls
$295M
Puts
$269M
Net Calls
+$25.6M
Net Calls Change
-$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$912M +$49.9M +2,133,078 +6%
AIM
2
ARK Investment Management
Florida
$717M -$277M -11,842,101 -27%
BlackRock
3
BlackRock
New York
$582M +$12.5M +532,115 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$522M +$86.2M +3,683,370 +19%
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$438M -$73.5M -3,142,416 -14%
NAMA
6
Nikko Asset Management Americas
New York
$417M -$73.7M -3,147,357 -15%
Alkeon Capital Management
7
Alkeon Capital Management
New York
$206M +$30.4M +1,300,000 +17%
State Street
8
State Street
Massachusetts
$188M +$363K +15,502 +0.2%
AI
9
Alphabet Inc
California
$159M
Pictet Asset Management
10
Pictet Asset Management
Switzerland
$146M +$148M +6,304,868 +4,215%
SM
11
Senvest Management
New York
$145M +$31.3M +1,337,601 +27%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$144M +$6.25M +267,013 +4%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$123M -$85M -3,630,800 -40%
AGFIA
14
Accel Growth Fund IV Associates
California
$104M
Morgan Stanley
15
Morgan Stanley
New York
$101M -$42.7M -1,824,981 -29%
Norges Bank
16
Norges Bank
Norway
$82.6M -$70.9M -3,029,559 -45%
Goldman Sachs
17
Goldman Sachs
New York
$80.1M -$129M -5,526,891 -61%
Artisan Partners
18
Artisan Partners
Wisconsin
$72.9M +$29.7M +1,270,648 +65%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$64.5M -$30M -1,281,756 -24%
Charles Schwab
20
Charles Schwab
California
$58.5M +$643K +27,457 +1%
TAM
21
TFG Asset Management
Cayman Islands
$56.7M +$4.68M +200,000 +9%
GT
22
Glenmede Trust
Pennsylvania
$55.8M +$6.26M +267,545 +12%
Coatue Management
23
Coatue Management
New York
$55.2M +$4.25M +181,389 +8%
Two Sigma Investments
24
Two Sigma Investments
New York
$54.2M -$133M -5,674,080 -70%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$53.6M -$106M -4,541,389 -66%

PATH Hedge Fund Activity: Q1 2024 in Review

515 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UiPath (PATH) for Q1 2024, worth a combined $7.21B — down 16% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new PATH positions and 74 closed out — a net gain of 22 holders — while 204 added to existing stakes and 145 trimmed.

The largest buyer was Pictet Asset Management, adding an estimated $148M. The largest seller was ARK Investment Management, cutting an estimated $277M.

  • 515 institutional investors held UiPath (PATH) as of Q1 2024, up from 499 in Q4 2023.
  • Funds reported $7.21B of UiPath stock for Q1 2024, down 16% quarter-over-quarter.
  • 96 funds opened new UiPath positions in Q1 2024 and 74 closed out, a net change of +22 holders.
  • The largest UiPath buyer in Q1 2024 was Pictet Asset Management, an estimated $148M added.
  • The largest UiPath seller in Q1 2024 was ARK Investment Management, an estimated $277M sold.

Based on aggregated 13F filings for Q1 2024.