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UiPath

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$544M +$46.2M +2,669,746 +7%
AIM
2
ARK Investment Management
Florida
$377M -$32.5M -1,881,059 -6%
BlackRock
3
BlackRock
New York
$332M +$9.02M +521,923 +2%
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$234M -$14.9M -863,708 -4%
NAMA
5
Nikko Asset Management Americas
New York
$223M -$14.7M -852,462 -5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$221M -$96.3M -5,567,583 -24%
SM
7
Senvest Management
New York
$118M +$51M +2,951,275 +46%
State Street
8
State Street
Massachusetts
$112M +$9.21M +532,394 +6%
Pictet Asset Management
9
Pictet Asset Management
Switzerland
$98.5M +$22.6M +1,309,757 +20%
AI
10
Alphabet Inc
California
$89.2M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$86.3M +$7.83M +452,737 +7%
TAM
12
TFG Asset Management
Cayman Islands
$76.1M +$60.5M +3,500,000 +140%
Mirae Asset Global ETFs Holdings
13
Mirae Asset Global ETFs Holdings
Hong Kong
$71.7M +$97.8M +5,654,965 New
Pacer Advisors
14
Pacer Advisors
Pennsylvania
$69.2M +$94.3M +5,455,849 New
Morgan Stanley
15
Morgan Stanley
New York
$62.8M +$8.59M +496,580 +11%
Two Sigma Investments
16
Two Sigma Investments
New York
$62.6M +$44M +2,547,698 +107%
AGFIA
17
Accel Growth Fund IV Associates
California
$58.2M
Artisan Partners
18
Artisan Partners
Wisconsin
$51.6M +$14.8M +855,904 +27%
Alkeon Capital Management
19
Alkeon Capital Management
New York
$51.5M -$86.9M -5,027,535 -55%
UBS AM
20
UBS AM
Illinois
$51M +$44.8M +2,592,209 +181%
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$50.9M +$69.3M +4,010,736 New
Two Sigma Advisers
22
Two Sigma Advisers
New York
$48.7M -$27.5M -1,591,100 -29%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$35.3M +$13M +754,519 +37%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$34.8M +$42M +2,427,316 +763%
Citadel Advisors
25
Citadel Advisors
Florida
$33.6M +$37.7M +2,179,890 +460%

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.