Cathie Wood’s Stock Portfolio: 2025 Stock Picks

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10. UiPath Inc. (NYSE:PATH)

ARK Investment Management’s Q3 Stake Value: $268 million

Number of Hedge Fund Holders: 34

UiPath Inc. (NYSE:PATH) is a global software company focused on robotic process automation (RPA). The company automates manual processes by including a workflow designer, recording capabilities, and visual programming tools. UiPath also supports third-party APIs, allowing users to incorporate multiple systems into their automated workflows.

Following the company’s third-quarter earnings results, Oppenheimer maintained its Perform rating on UiPath Inc. (NYSE:PATH) shares in December. The report highlighted a return to margin growth, as well as the company’s expectation that by fiscal year 2026, it will have consistent net new Annual Recurring Revenue and faster Free Cash Flow growth. However, despite these encouraging signs, there are some concerns on account of the modest growth in billings, the conservative outlook for the future, and the continued decline in net new ARR trends.

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