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, Q4 2021
Institutional positions in UiPath, Inc. as of Dec 31, 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
- 328
- +59 vs. Q3 2021
- Shares held
- 281.6M
- +19.5M (+7.4%) vs. Q3 2021
- Total value
- $12.2B
- −$1.63B (−11.9%) vs. Q3 2021
- New holders
- 120
- 134 more added
- Sold out
- 61
- 54 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding UiPath, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Freestone Capital Holdings, LLC | 5,307 | $229.0K | 0.01% | +1,054+24.8% | Added |
| Compagnie Lombard Odier SCmA | 5,300 | $229.0K | 0.00% | +4,500+562.5% | Added |
| New England Research & Management, Inc. | 5,500 | $237.0K | 0.11% | +5,500 | New |
| IHT Wealth Management, LLC | 5,635 | $243.0K | 0.02% | +1,507+36.5% | Added |
| Gruss & Co., LLC | 5,686 | $245.0K | 0.66% | 00.0% | Unchanged |
| Wedbush Securities Inc | 5,853 | $252.0K | 0.01% | +1,190+25.5% | Added |
| FORA Capital, LLC | 6,132 | $264.0K | 0.10% | +6,132 | New |
| WMG Financial Advisors, LLC | 6,100 | $264.0K | 0.21% | +6,100 | New |
| Benjamin F. Edwards & Company, Inc. | 6,336 | $273.0K | 0.01% | +1,431+29.2% | Added |
| Franklin Resources Inc | 6,469 | $279.0K | 0.00% | +6,469 | New |
| Rathbone Brothers plc | 6,550 | $283.0K | 0.00% | +50+0.8% | Added |
| Kestra Advisory Services, LLC | 6,559 | $283.0K | 0.00% | +833+14.5% | Added |
| Rockefeller Capital Management L.P. | 6,688 | $287.0K | 0.00% | +3,816+132.9% | Added |
| Congress Park Capital LLC | 6,750 | $291.0K | 0.14% | +6,750 | New |
| Adalta Capital Management LLC | 6,915 | $298.0K | 0.14% | +4,125+147.8% | Added |
| Nomura Holdings Inc | 6,920 | $299.0K | 0.00% | +6,920 | New |
| Leonteq Securities AG | 6,976 | $300.9K | 0.01% | +6,976 | New |
| Cetera Advisor Networks LLC | 7,013 | $302.0K | 0.00% | +7,013 | New |
| Creative Planning | 7,086 | $306.0K | 0.00% | +828+13.2% | Added |
| Alliancebernstein L.P. | 7,113 | $307.0K | 0.00% | +7,113 | New |
| U.S. Capital Wealth Advisors, LLC | 7,258 | $313.0K | 0.01% | +7,258 | New |
| Capital Investment Advisory Services, LLC | 7,490 | $323.0K | 0.04% | +7,490 | New |
| Interchange Capital Partners, LLC | 7,992 | $344.0K | 0.35% | +7,992 | New |
| Jump Financial, LLC | 8,100 | $349.0K | 0.02% | +8,100 | New |
| Gryphon Financial Partners LLC | 8,108 | $350.0K | 0.07% | −16,673−67.3% | Reduced |
| Lattice Capital Management, LLC | 8,200 | $354.0K | 0.37% | +8,200 | New |
| Amundi | 9,619 | $362.0K | 0.00% | +2,060+27.3% | Added |
| Vienna Asset Management LLC | 8,422 | $363.0K | 0.33% | +8,422 | New |
| Vestmark Advisory Solutions, Inc. | 8,612 | $371.0K | 0.02% | +4,035+88.2% | Added |
| Private Advisor Group, LLC | 8,626 | $372.0K | 0.00% | +8,626 | New |
| Comerica Securities,inc. | 8,737 | $377.0K | 0.02% | +3,542+68.2% | Added |
| Schonfeld Strategic Advisors LLC | 8,733 | $377.0K | 0.00% | +8,733 | New |
| Zions Bancorporation, N.A. | 8,759 | $378.0K | 0.03% | +4,084+87.4% | Added |
| Comerica Bank | 10,838 | $383.0K | 0.00% | +3,166+41.3% | Added |
| Virtue Capital Management, LLC | 9,404 | $406.0K | 0.06% | +3,314+54.4% | Added |
| Truist Financial Corp | 9,426 | $407.0K | 0.00% | +2,494+36.0% | Added |
| Azzad Asset Management Inc | 9,528 | $410.9K | 0.06% | +9,528 | New |
| Financial Advocates Investment Management | 10,311 | $441.0K | 0.03% | +10,311 | New |
| FDx Advisors, Inc. | 10,387 | $448.0K | 0.01% | +2,653+34.3% | Added |
| Mackenzie Financial Corp | 10,591 | $457.0K | 0.00% | +65+0.6% | Added |
| Bank of Montreal | 10,353 | $461.0K | 0.00% | −12,303−54.3% | Reduced |
| Central Trust Co | 10,796 | $466.0K | 0.01% | +10,549+4,270.9% | Added |
| Archford Capital Strategies, LLC | 11,079 | $478.0K | 0.11% | +1,997+22.0% | Added |
| Triumph Capital Management | 11,210 | $483.0K | 0.21% | −720−6.0% | Reduced |
| Verition Fund Management LLC | 11,285 | $487.0K | 0.01% | −55,799−83.2% | Reduced |
| Victory Capital Management Inc | 11,296 | $487.0K | 0.00% | +34+0.3% | Added |
| Hantz Financial Services, Inc. | 12,695 | $548.0K | 0.02% | +3,648+40.3% | Added |
| Bessemer Group Inc | 12,839 | $554.0K | 0.00% | −7,251−36.1% | Reduced |
| Kestra Private Wealth Services, LLC | 12,840 | $554.0K | 0.03% | +12,840 | New |
| Dynamic Advisor Solutions LLC | 12,883 | $556.0K | 0.04% | +3,238+33.6% | Added |
| Guggenheim Capital LLC | 13,341 | $575.0K | 0.00% | +13,341 | New |
| D.A. Davidson & Co. | 14,010 | $605.0K | 0.01% | +14,010 | New |
| Bokf, NA | 14,421 | $622.0K | 0.01% | −1,693−10.5% | Reduced |
| Oxbow Advisors, LLC | 15,032 | $648.0K | 0.06% | +7,082+89.1% | Added |
| Janus Henderson Group PLC | 15,087 | $651.0K | 0.00% | +15,087 | New |
| Engineers Gate Manager LP | 15,153 | $654.0K | 0.03% | +15,153 | New |
| SG Americas Securities, LLC | 15,329 | $661.0K | 0.00% | −39,097−71.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,319 | $661.0K | 0.00% | +8,483+124.1% | Added |
| Bayesian Capital Management, LP | 15,900 | $686.0K | 0.22% | +15,900 | New |
| Man Group plc | 16,149 | $696.0K | 0.00% | +16,149 | New |
| Dumac, Inc. | 16,332 | $704.0K | 2.25% | −3,647−18.3% | Reduced |
| Blue Owl Capital Holdings LP | 16,688 | $719.0K | 0.24% | +16,688 | New |
| Blueshift Asset Management, LLC | 17,327 | $747.0K | 0.07% | +17,327 | New |
| Parallel Advisors, LLC | 17,686 | $763.0K | 0.03% | +15,965+927.7% | Added |
| MML Investors Services, LLC | 17,708 | $764.0K | 0.01% | +6,423+56.9% | Added |
| Northwestern Mutual Wealth Management Co | 17,907 | $772.0K | 0.00% | +17,838+25,852.2% | Added |
| Standard Life Aberdeen plc | 18,340 | $791.0K | 0.00% | −30,839−62.7% | Reduced |
| PEAK6 Investments LLC | 18,351 | $791.0K | 0.02% | −8,341−31.2% | Reduced |
| Invesco Ltd. | 18,611 | $803.0K | 0.00% | +2,049+12.4% | Added |
| ProShare Advisors LLC | 18,609 | $803.0K | 0.00% | +5,189+38.7% | Added |
| Oppenheimer Asset Management Inc. | 18,619 | $803.0K | 0.01% | +6,230+50.3% | Added |
| Snowden Capital Advisors LLC | 18,806 | $811.0K | 0.04% | +4,358+30.2% | Added |
| Steel Peak Wealth Management LLC | 19,001 | $820.0K | 0.05% | +14,000+279.9% | Added |
| Axxcess Wealth Management, LLC | 19,240 | $830.0K | 0.06% | +19,240 | New |
| Clearstead Advisors, LLC | 20,381 | $879.0K | 0.06% | +2,404+13.4% | Added |
| Liberty Mutual Group Asset Management Inc. | 21,788 | $940.0K | 0.05% | −29,087−57.2% | Reduced |
| CIBC Asset Management Inc | 22,001 | $949.0K | 0.00% | +1,715+8.5% | Added |
| Jefferies Group LLC | 22,500 | $970.4K | 0.02% | −27,500−55.0% | Reduced |
| Vontobel Holding Ltd. | 21,871 | $972.0K | 0.01% | +980+4.7% | Added |
| Umb Bank N A | 23,000 | $992.0K | 0.01% | +23,000 | New |
| Parametric Portfolio Associates LLC | 23,088 | $996.0K | 0.00% | +1,552+7.2% | Added |
| Springs Capital (Hong Kong) Ltd | 24,000 | $1.03M | 2.88% | +24,000 | New |
| Occudo Quantitative Strategies LP | 24,074 | $1.04M | 0.09% | +24,074 | New |
| Oppenheimer & Co Inc | 24,943 | $1.08M | 0.02% | −2,670−9.7% | Reduced |
| American Portfolios Advisors | 25,071 | $1.08M | 0.04% | +15,034+149.8% | Added |
| Walleye Trading LLC | 25,260 | $1.09M | 0.02% | −803−3.1% | Reduced |
| Kingfisher Capital LLC | 25,489 | $1.10M | 0.25% | +25,489 | New |
| Ford Foundation | 27,291 | $1.18M | 0.84% | +27,291 | New |
| US Bancorp | 27,460 | $1.19M | 0.00% | −5,501−16.7% | Reduced |
| Trexquant Investment LP | 28,121 | $1.21M | 0.07% | +28,121 | New |
| Advisor Group Holdings, Inc. | 28,304 | $1.22M | 0.00% | +1,124+4.1% | Added |
| BIT Capital GmbH | 28,470 | $1.23M | 0.10% | +28,470 | New |
| Mutual Advisors, LLC | 29,520 | $1.27M | 0.07% | +5,355+22.2% | Added |
| M&T Bank Corp | 29,563 | $1.27M | 0.01% | −48−0.2% | Reduced |
| Bamco Inc | 30,000 | $1.29M | 0.00% | 00.0% | Unchanged |
| Twinbeech Capital LP | 30,447 | $1.31M | 0.07% | +30,447 | New |
| Mirae Asset Global Investments Co., Ltd. | 30,859 | $1.33M | 0.00% | −4,223−12.0% | Reduced |
| Codex Capital, L.L.C. | 31,000 | $1.33M | 0.69% | +31,000 | New |
| Federation des caisses Desjardins du Quebec | 32,426 | $1.40M | 0.01% | +29,901+1,184.2% | Added |
| Cherrydale Wealth Management, LLC | 34,565 | $1.49M | 1.12% | +34,565 | New |