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 |
|---|---|---|---|---|---|
| Vienna Asset Management LLC | 8,422 | $363.0K | 0.33% | +8,422 | New |
| Amundi | 9,619 | $362.0K | 0.00% | +2,060+27.3% | Added |
| Lattice Capital Management, LLC | 8,200 | $354.0K | 0.37% | +8,200 | New |
| Gryphon Financial Partners LLC | 8,108 | $350.0K | 0.07% | −16,673−67.3% | Reduced |
| Jump Financial, LLC | 8,100 | $349.0K | 0.02% | +8,100 | New |
| Interchange Capital Partners, LLC | 7,992 | $344.0K | 0.35% | +7,992 | New |
| Capital Investment Advisory Services, LLC | 7,490 | $323.0K | 0.04% | +7,490 | New |
| U.S. Capital Wealth Advisors, LLC | 7,258 | $313.0K | 0.01% | +7,258 | New |
| Alliancebernstein L.P. | 7,113 | $307.0K | 0.00% | +7,113 | New |
| Creative Planning | 7,086 | $306.0K | 0.00% | +828+13.2% | Added |
| Cetera Advisor Networks LLC | 7,013 | $302.0K | 0.00% | +7,013 | New |
| Leonteq Securities AG | 6,976 | $300.9K | 0.01% | +6,976 | New |
| Nomura Holdings Inc | 6,920 | $299.0K | 0.00% | +6,920 | New |
| Adalta Capital Management LLC | 6,915 | $298.0K | 0.14% | +4,125+147.8% | Added |
| Congress Park Capital LLC | 6,750 | $291.0K | 0.14% | +6,750 | New |
| Rockefeller Capital Management L.P. | 6,688 | $287.0K | 0.00% | +3,816+132.9% | Added |
| 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 |
| Franklin Resources Inc | 6,469 | $279.0K | 0.00% | +6,469 | New |
| Benjamin F. Edwards & Company, Inc. | 6,336 | $273.0K | 0.01% | +1,431+29.2% | 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 |
| Wedbush Securities Inc | 5,853 | $252.0K | 0.01% | +1,190+25.5% | Added |
| Gruss & Co., LLC | 5,686 | $245.0K | 0.66% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,635 | $243.0K | 0.02% | +1,507+36.5% | Added |
| New England Research & Management, Inc. | 5,500 | $237.0K | 0.11% | +5,500 | New |
| 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 |
| Malaga Cove Capital, LLC | 5,268 | $227.0K | 0.09% | −2,832−35.0% | Reduced |
| Foundations Investment Advisors, LLC | 5,656 | $225.0K | 0.01% | −67−1.2% | Reduced |
| Arden Trust Co | 5,101 | $220.0K | 0.04% | +999+24.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,926 | $219.0K | 0.00% | +4,926 | New |
| Gotham Asset Management, LLC | 5,041 | $217.0K | 0.01% | +5,041 | New |
| SG3 Management, LLC | 5,000 | $216.0K | 0.02% | +5,000 | New |
| Legal Advantage Investments, Inc. | 5,000 | $216.0K | 0.15% | +5,000 | New |
| Davenport & Co LLC | 4,885 | $211.0K | 0.00% | +4,885 | New |
| Yorktown Management & Research Co Inc | 4,880 | $210.0K | 0.14% | +4,880 | New |
| Edmond de Rothschild Holding S.A. | 4,523 | $195.0K | 0.00% | −17,049−79.0% | Reduced |
| Deutsche Bank AG | 3,829 | $165.0K | 0.00% | −324−7.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,767 | $162.0K | 0.00% | −6,194−62.2% | Reduced |
| Advisors Asset Management, Inc. | 3,724 | $160.6K | 0.00% | +2,658+249.3% | Added |
| Signaturefd, LLC | 3,560 | $154.0K | 0.00% | +3,024+564.2% | Added |
| NEXT Financial Group, Inc | 3,576 | $154.0K | 0.01% | +3,265+1,049.8% | Added |
| Alpha Paradigm Partners, LLC | 3,370 | $145.0K | 0.06% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 3,171 | $137.0K | 0.05% | +3,171 | New |
| Evoke Wealth, LLC | 2,768 | $119.0K | 0.00% | +1,062+62.3% | Added |
| Captrust Financial Advisors | 2,736 | $118.0K | 0.00% | +1,030+60.4% | Added |
| SRS Capital Advisors, Inc. | 2,675 | $115.0K | 0.01% | +2,675 | New |
| CWM, LLC | 2,294 | $99.0K | 0.00% | +2,294 | New |
| IFP Advisors, Inc | 2,284 | $98.0K | 0.00% | +2,284 | New |
| Sandy Spring Bank | 1,844 | $80.0K | 0.00% | +644+53.7% | Added |
| First Horizon Advisors, Inc. | 1,491 | $64.0K | 0.00% | +548+58.1% | Added |
| HHM Wealth Advisors, LLC | 1,344 | $58.0K | 0.01% | +1,344 | New |
| Harbor Investment Advisory, LLC | 1,194 | $51.0K | 0.01% | +431+56.5% | Added |
| Tower Research Capital LLC (TRC) | 1,116 | $48.0K | 0.00% | +210+23.2% | Added |
| Penserra Capital Management LLC | 1,128 | $48.0K | 0.00% | +1,128 | New |
| AdvisorNet Financial, Inc | 1,000 | $43.0K | 0.00% | −2,306−69.8% | Reduced |
| Banque Cantonale Vaudoise | 1,000 | $43.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $43.0K | 0.00% | +1,000 | New |
| Cribstone Capital Management, LLC | 1,000 | $43.0K | 0.02% | +1,000 | New |
| Orion Capital Management LLC | 1,000 | $43.0K | 0.02% | +1,000 | New |
| The PNC Financial Services Group, Inc. | 950 | $41.0K | 0.00% | +308+48.0% | Added |
| FourThought Financial, LLC | 929 | $40.0K | 0.01% | +209+29.0% | Added |
| Emerald Mutual Fund Advisers Trust | 917 | $40.0K | 0.00% | +917 | New |
| Pin Oak Investment Advisors Inc | 892 | $38.0K | 0.04% | +892 | New |
| Benjamin Edwards Inc | 708 | $31.0K | 0.01% | +280+65.4% | Added |
| TD Waterhouse Canada Inc. | 643 | $30.1K | 0.00% | +643 | New |
| Sterling Investment Advisors, Ltd. | 700 | $30.0K | 0.01% | +700 | New |
| CarsonAllaria Wealth Management, Ltd. | 706 | $30.0K | 0.03% | +706 | New |
| Resolute Partners Group | 658 | $28.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 651 | $28.0K | 0.01% | −15−2.3% | Reduced |
| Baldwin Brothers Inc | 600 | $26.0K | 0.00% | +600 | New |
| Eagle Bay Advisors LLC | 524 | $23.0K | 0.01% | +272+107.9% | Added |
| Sierra Capital LLC | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 501 | $22.0K | 0.01% | +501 | New |
| Carroll Financial Associates, Inc. | 485 | $21.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 470 | $20.0K | 0.00% | +45+10.6% | Added |
| CKW Financial Group | 541 | $20.0K | 0.00% | +541 | New |
| Washington Trust Advisors, Inc. | 426 | $18.0K | 0.00% | +426 | New |
| KB Financial Partners, LLC | 401 | $17.0K | 0.00% | +401 | New |
| Koshinski Asset Management, Inc. | 391 | $16.9K | 0.00% | +391 | New |
| Eaton Vance Management | 375 | $16.0K | 0.00% | +375 | New |
| Valley National Advisers Inc | 350 | $15.0K | 0.00% | −350−50.0% | Reduced |
| Wagner Wealth Management, LLC | 353 | $15.0K | 0.01% | +353 | New |
| Steward Partners Investment Advisory, LLC | 314 | $14.0K | 0.00% | +259+470.9% | Added |
| Wolff Wiese Magana LLC | 302 | $13.0K | 0.01% | +97+47.3% | Added |
| Motley Fool Asset Management LLC | 312 | $13.0K | 0.00% | +312 | New |
| Total Clarity Wealth Management, Inc. | 306 | $13.0K | 0.01% | +306 | New |
| Kistler-Tiffany Companies, LLC | 269 | $12.0K | 0.00% | +40+17.5% | Added |
| Whittier Trust Co of Nevada Inc | 263 | $11.0K | 0.00% | +109+70.8% | Added |
| Cornerstone Advisory, LLC | 250 | $11.0K | 0.00% | +250 | New |
| Rinkey Investments | 285 | $11.0K | 0.01% | +285 | New |
| Institutional & Family Asset Management, LLC | 240 | $10.0K | 0.00% | +145+152.6% | Added |
| JNBA Financial Advisors | 229 | $10.0K | 0.00% | +229 | New |
| EverSource Wealth Advisors, LLC | 215 | $10.0K | 0.00% | +215 | New |
| Front Row Advisors LLC | 200 | $9.00K | 0.00% | +200 | New |
| Larson Financial Group LLC | 175 | $8.00K | 0.00% | +175 | New |
| Amplius Wealth Advisors, LLC | 184 | $7.00K | 0.00% | +184 | New |
| Harbour Investments, Inc. | 150 | $6.00K | 0.00% | +28+23.0% | Added |
| Washington Trust Co | 137 | $6.00K | 0.00% | +41+42.7% | Added |