UiPath, Inc.
PATH- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001734722
In the last 90 days, UiPath, Inc. insiders filed 0 open-market purchases and 5 sales; 530 institutions reported holding it in 13F filings for Q2 2026, worth $3.92B in total; Coatue Management is the only superinvestor holding it.
13F holders, Q3 2021
Institutional positions in UiPath, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 271
- +38 vs. Q2 2021
- Shares held
- 262.1M
- +74.2M (+39.5%) vs. Q2 2021
- Total value
- $13.8B
- +$1.14B (+9.0%) vs. Q2 2021
- New holders
- 102
- 115 more added
- Sold out
- 64
- 32 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PATH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 530 | $3.92B |
| Q1 2026 | 537 | $3.50B |
| Q4 2025 | 541 | $5.27B |
| Q3 2025 | 475 | $4.00B |
| Q2 2025 | 456 | $4.48B |
| Q1 2025 | 447 | $3.25B |
| Q4 2024 | 462 | $3.90B |
| Q3 2024 | 421 | $3.84B |
| Q2 2024 | 479 | $4.23B |
| Q1 2024 | 514 | $7.21B |
| Q4 2023 | 499 | $8.50B |
| Q3 2023 | 418 | $5.75B |
| Q2 2023 | 411 | $5.59B |
| Q1 2023 | 357 | $5.57B |
| Q4 2022 | 336 | $3.97B |
| Q3 2022 | 302 | $3.97B |
| Q2 2022 | 313 | $5.34B |
| Q1 2022 | 285 | $5.59B |
| Q4 2021 | 328 | $12.2B |
| Q3 2021 | 271 | $13.8B |
| Q2 2021 | 236 | $12.6B |
| Q1 2021 | 1 | $11.0K |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding UiPath, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BDO Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 2 | $105 | 0.00% | +2 | New |
| Ci Investments Inc. | 28 | $1.00K | 0.00% | +28 | New |
| Country Trust Bank | 12 | $1.00K | 0.00% | +12 | New |
| Migdal Insurance & Financial Holdings Ltd. | 25 | $1.00K | 0.00% | +25 | New |
| Edge Wealth Management LLC | 19 | $1.00K | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 17 | $1.00K | 0.00% | +17 | New |
| Bedel Financial Consulting, Inc. | 30 | $2.00K | 0.00% | −20−40.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 69 | $3.00K | 0.00% | −1−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 55 | $3.00K | 0.00% | +41+292.9% | Added |
| Assetmark, Inc | 79 | $4.00K | 0.00% | +18+29.5% | Added |
| Covington Capital Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 100 | $5.00K | 0.00% | +50+100.0% | Added |
| Washington Trust Co | 96 | $5.00K | 0.00% | +96 | New |
| Gerber Kawasaki Wealth & Investment Management | 110 | $5.00K | 0.00% | +110 | New |
| Harbour Investments, Inc. | 122 | $6.00K | 0.00% | −228−65.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 154 | $8.00K | 0.00% | +154 | New |
| Harel Insurance Investments & Financial Services Ltd. | 146 | $8.00K | 0.00% | +146 | New |
| Crewe Advisors LLC | 175 | $9.00K | 0.00% | +175 | New |
| Wolff Wiese Magana LLC | 205 | $11.0K | 0.01% | +17+9.0% | Added |
| Kistler-Tiffany Companies, LLC | 229 | $12.0K | 0.00% | +90+64.7% | Added |
| Financial Perspectives, Inc | 235 | $12.4K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 238 | $13.0K | 0.00% | +232+3,866.7% | Added |
| Central Trust Co | 247 | $13.0K | 0.00% | +247 | New |
| Eagle Bay Advisors LLC | 252 | $14.0K | 0.01% | +126+100.0% | Added |
| NEXT Financial Group, Inc | 311 | $16.0K | 0.00% | +290+1,381.0% | Added |
| Liberty Wealth Management LLC | 385 | $21.0K | 0.01% | +277+256.5% | Added |
| Trustcore Financial Services, LLC | 425 | $22.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 428 | $23.0K | 0.01% | +428 | New |
| Whittier Trust Co | 475 | $25.0K | 0.00% | +475 | New |
| Carroll Financial Associates, Inc. | 485 | $25.0K | 0.00% | +485 | New |
| Sierra Capital LLC | 500 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 500 | $26.0K | 0.02% | +500 | New |
| Signaturefd, LLC | 536 | $28.0K | 0.00% | +496+1,240.0% | Added |
| Evolution Wealth Advisors, LLC | 536 | $28.0K | 0.01% | +536 | New |
| The PNC Financial Services Group, Inc. | 642 | $33.0K | 0.00% | +642 | New |
| Resolute Partners Group | 658 | $35.0K | 0.00% | +658 | New |
| State of Wyoming | 666 | $35.0K | 0.02% | +666 | New |
| Valley National Advisers Inc | 700 | $37.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 720 | $37.0K | 0.00% | +120+20.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 750 | $39.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 763 | $40.0K | 0.01% | +139+22.3% | Added |
| Compagnie Lombard Odier SCmA | 800 | $42.0K | 0.00% | +800 | New |
| Tower Research Capital LLC (TRC) | 906 | $48.0K | 0.00% | −2,115−70.0% | Reduced |
| First Horizon Advisors, Inc. | 943 | $49.0K | 0.00% | +835+773.1% | Added |
| Banque Cantonale Vaudoise | 1,000 | $53.0K | 0.00% | +1,000 | New |
| Advisors Asset Management, Inc. | 1,066 | $56.0K | 0.00% | +1,066 | New |
| Sandy Spring Bank | 1,200 | $63.0K | 0.00% | −11−0.9% | Reduced |
| Dark Forest Capital Management LP | 1,399 | $74.0K | 0.03% | +1,399 | New |
| First Pacific Advisors, LP | 1,500 | $79.0K | 0.00% | +1,500 | New |
| Evoke Wealth, LLC | 1,706 | $89.0K | 0.00% | +272+19.0% | Added |
| Captrust Financial Advisors | 1,706 | $90.0K | 0.00% | +556+48.3% | Added |
| Parallel Advisors, LLC | 1,721 | $91.0K | 0.00% | +250+17.0% | Added |
| Consolidated Planning Corp | 1,818 | $96.0K | 0.06% | +1,818 | New |
| Arkadios Wealth Advisors | 2,072 | $109.0K | 0.02% | +2,072 | New |
| Federation des caisses Desjardins du Quebec | 2,525 | $132.8K | 0.00% | +2,165+601.4% | Added |
| Adalta Capital Management LLC | 2,790 | $147.0K | 0.08% | +2,790 | New |
| Rockefeller Capital Management L.P. | 2,872 | $150.0K | 0.00% | +2,576+870.3% | Added |
| AdvisorNet Financial, Inc | 3,306 | $174.0K | 0.01% | +3,306 | New |
| Alpha Paradigm Partners, LLC | 3,370 | $177.0K | 0.07% | +3,370 | New |
| First Manhattan Co | 3,796 | $199.0K | 0.00% | +3,796 | New |
| B. Metzler seel. Sohn & Co. Holding AG | 3,885 | $204.0K | 0.00% | +3,885 | New |
| Arden Trust Co | 4,102 | $215.0K | 0.04% | +588+16.7% | Added |
| IHT Wealth Management, LLC | 4,128 | $217.0K | 0.02% | +4,128 | New |
| Deutsche Bank AG | 4,153 | $218.0K | 0.00% | +645+18.4% | Added |
| LCM Capital Management Inc | 4,160 | $219.0K | 0.19% | +4,160 | New |
| Freestone Capital Holdings, LLC | 4,253 | $224.0K | 0.01% | +4,253 | New |
| Centiva Capital, LP | 4,384 | $231.0K | 0.02% | +4,384 | New |
| Vestmark Advisory Solutions, Inc. | 4,577 | $241.0K | 0.02% | +1,039+29.4% | Added |
| National Asset Management, Inc. | 4,620 | $244.0K | 0.01% | +1,133+32.5% | Added |
| Wedbush Securities Inc | 4,663 | $245.0K | 0.01% | +4,663 | New |
| Zions Bancorporation, N.A. | 4,675 | $246.0K | 0.03% | +864+22.7% | Added |
| Altus Wealth Management, LLC | 4,885 | $257.0K | 0.16% | +4,885 | New |
| Benjamin F. Edwards & Company, Inc. | 4,905 | $258.0K | 0.01% | +3,046+163.9% | Added |
| CloudAlpha Capital Management Limited/Hong Kong | 5,000 | $263.0K | 0.19% | +5,000 | New |
| Steel Peak Wealth Management LLC | 5,001 | $263.0K | 0.02% | +5,001 | New |
| Comerica Securities,inc. | 5,195 | $273.0K | 0.02% | +532+11.4% | Added |
| People's United Financial, Inc. | 5,210 | $274.0K | 0.01% | +5,210 | New |
| Foundations Investment Advisors, LLC | 5,723 | $294.0K | 0.01% | +5,723 | New |
| Gruss & Co., LLC | 5,686 | $299.0K | 0.84% | 00.0% | Unchanged |
| Magnetar Financial LLC | 5,704 | $300.0K | 0.00% | −1,643−22.4% | Reduced |
| Kestra Advisory Services, LLC | 5,726 | $301.0K | 0.00% | +5,726 | New |
| Virtue Capital Management, LLC | 6,090 | $320.0K | 0.06% | +1,109+22.3% | Added |
| Advisory Resource Group | 6,202 | $326.0K | 0.12% | +6,202 | New |
| Creative Planning | 6,258 | $329.0K | 0.00% | +1,969+45.9% | Added |
| Soros Capital Management LLC | 6,331 | $333.0K | 0.07% | +6,331 | New |
| Rathbone Brothers plc | 6,500 | $342.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 6,836 | $360.0K | 0.00% | +6,836 | New |
| Truist Financial Corp | 6,932 | $364.0K | 0.00% | +6,932 | New |
| CIBC World Markets Inc. | 7,366 | $388.0K | 0.00% | −3,242−30.6% | Reduced |
| Comerica Bank | 7,672 | $390.0K | 0.00% | +539+7.6% | Added |
| Amundi | 7,559 | $398.0K | 0.00% | +7,559 | New |
| FDx Advisors, Inc. | 7,734 | $407.0K | 0.01% | +7,734 | New |
| Oxbow Advisors, LLC | 7,950 | $418.0K | 0.04% | +7,950 | New |
| Malaga Cove Capital, LLC | 8,100 | $426.0K | 0.18% | +8,100 | New |
| Maven Securities LTD | 8,399 | $442.0K | 0.05% | +8,399 | New |
| Hantz Financial Services, Inc. | 9,047 | $476.0K | 0.02% | +4,003+79.4% | Added |
| Archford Capital Strategies, LLC | 9,082 | $478.0K | 0.11% | +9,082 | New |
| 180 Wealth Advisors, LLC | 9,819 | $491.0K | 0.11% | +9,819 | New |