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, Q1 2022
Institutional positions in UiPath, Inc. as of Mar 31, 2022. 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
- 285
- −39 vs. Q4 2021
- Shares held
- 257.0M
- −24.6M (−8.7%) vs. Q4 2021
- Total value
- $5.59B
- −$6.56B (−54.0%) vs. Q4 2021
- New holders
- 57
- 126 more added
- Sold out
- 96
- 55 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding UiPath, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 21 | $0 | 0.00% | −1,470−98.6% | Reduced |
| Point72 Hong Kong Ltd | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 5 | $0 | 0.00% | +3+150.0% | Added |
| Steward Financial Group LLC | 20 | $0 | 0.00% | +20 | New |
| EverSource Wealth Advisors, LLC | 40 | $1.00K | 0.00% | −175−81.4% | Reduced |
| TCI Wealth Advisors, Inc. | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 50 | $1.00K | 0.00% | +25+100.0% | Added |
| Ogorek Anthony Joseph | 70 | $1.00K | 0.00% | +70 | New |
| Toth Financial Advisory Corp | 50 | $1.00K | 0.00% | +50 | New |
| C M Bidwell & Associates Ltd | 28 | $1.00K | 0.00% | +28 | New |
| IndexIQ Advisors LLC | 42 | $1.00K | 0.00% | +42 | New |
| Lenox Wealth Advisors, LLC | 62 | $1.00K | 0.00% | +62 | New |
| Private Capital Group, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Financial Perspectives, Inc | 67 | $1.45K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 85 | $2.00K | 0.00% | −385−81.9% | Reduced |
| Covington Capital Management | 111 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 100 | $2.00K | 0.00% | +23+29.9% | Added |
| Optimum Investment Advisors | 100 | $2.00K | 0.00% | +100 | New |
| PFS Partners, LLC | 100 | $2.16K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 139 | $3.00K | 0.00% | −130−48.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 150 | $3.24K | 0.00% | +150 | New |
| Steward Partners Investment Advisory, LLC | 166 | $4.00K | 0.00% | −148−47.1% | Reduced |
| Front Row Advisors LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 175 | $4.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 182 | $4.00K | 0.00% | +182 | New |
| Performa Ltd (US), LLC | 175 | $4.00K | 0.00% | +175 | New |
| TD Private Client Wealth LLC | 196 | $4.23K | 0.00% | +196 | New |
| Glen Eagle Advisors, LLC | 200 | $4.32K | 0.00% | +200 | New |
| State of Wyoming | 245 | $5.00K | 0.00% | −406−62.4% | Reduced |
| Washington Trust Co | 215 | $5.00K | 0.00% | +78+56.9% | Added |
| Worth Asset Management, LLC | 350 | $5.00K | 0.00% | +350 | New |
| Institutional & Family Asset Management, LLC | 297 | $6.00K | 0.00% | +57+23.8% | Added |
| Fifth Third Bancorp | 256 | $6.00K | 0.00% | +256 | New |
| Koshinski Asset Management, Inc. | 291 | $6.28K | 0.00% | −100−25.6% | Reduced |
| TD Waterhouse Canada Inc. | 272 | $7.42K | 0.00% | −371−57.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 377 | $8.00K | 0.00% | −323−46.1% | Reduced |
| Valley National Advisers Inc | 350 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 375 | $8.00K | 0.01% | +73+24.2% | Added |
| Global Retirement Partners, LLC | 481 | $8.00K | 0.00% | +481 | New |
| KB Financial Partners, LLC | 401 | $9.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 463 | $10.0K | 0.00% | +200+76.0% | Added |
| Sierra Capital LLC | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 605 | $13.0K | 0.01% | −101−14.3% | Reduced |
| Washington Trust Advisors, Inc. | 586 | $13.0K | 0.00% | +160+37.6% | Added |
| TCWP LLC | 644 | $13.0K | 0.00% | +644 | New |
| Resolute Partners Group | 658 | $14.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 613 | $14.0K | 0.00% | +72+13.3% | Added |
| Dark Forest Capital Management LP | 705 | $15.0K | 0.00% | +705 | New |
| Pin Oak Investment Advisors Inc | 892 | $19.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 866 | $19.0K | 0.01% | +158+22.3% | Added |
| FourThought Financial, LLC | 914 | $20.0K | 0.00% | −15−1.6% | Reduced |
| Albion Financial Group | 1,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 1,004 | $22.0K | 0.01% | +4+0.4% | Added |
| Orion Capital Management LLC | 1,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,076 | $23.0K | 0.01% | +575+114.8% | Added |
| The PNC Financial Services Group, Inc. | 1,117 | $24.0K | 0.00% | +167+17.6% | Added |
| Penserra Capital Management LLC | 1,196 | $25.0K | 0.00% | +68+6.0% | Added |
| Harbor Investment Advisory, LLC | 1,194 | $26.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,241 | $27.0K | 0.00% | +1,241 | New |
| Sandy Spring Bank | 1,500 | $32.0K | 0.00% | −344−18.7% | Reduced |
| HHM Wealth Advisors, LLC | 1,470 | $32.0K | 0.01% | +126+9.4% | Added |
| AdvisorNet Financial, Inc | 2,100 | $45.0K | 0.00% | +1,100+110.0% | Added |
| SRS Capital Advisors, Inc. | 2,208 | $48.0K | 0.01% | −467−17.5% | Reduced |
| National Bank of Canada | 2,300 | $49.0K | 0.00% | −378,500−99.4% | Reduced |
| Evoke Wealth, LLC | 2,593 | $56.0K | 0.00% | −175−6.3% | Reduced |
| Adalta Capital Management LLC | 3,140 | $68.0K | 0.03% | −3,775−54.6% | Reduced |
| Alpha Paradigm Partners, LLC | 3,370 | $73.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,806 | $82.0K | 0.00% | +246+6.9% | Added |
| Stephens Inc | 3,866 | $83.0K | 0.00% | +3,866 | New |
| Cross Creek Advisors, LLC | 3,943 | $85.0K | 0.14% | +3,943 | New |
| Geneos Wealth Management Inc. | 5,023 | $108.0K | 0.00% | +5,023 | New |
| Benjamin F. Edwards & Company, Inc. | 6,613 | $143.0K | 0.01% | +277+4.4% | Added |
| Rockefeller Capital Management L.P. | 7,106 | $152.0K | 0.00% | +418+6.3% | Added |
| Captrust Financial Advisors | 7,133 | $154.0K | 0.00% | +4,397+160.7% | Added |
| MetLife Investment Management | 8,543 | $184.4K | 0.00% | +8,543 | New |
| Leonteq Securities AG | 8,737 | $188.6K | 0.01% | +1,761+25.2% | Added |
| Victory Capital Management Inc | 11,442 | $204.0K | 0.00% | +146+1.3% | Added |
| Comerica Securities,inc. | 9,445 | $204.0K | 0.01% | +708+8.1% | Added |
| Creative Planning | 9,497 | $205.0K | 0.00% | +2,411+34.0% | Added |
| Adams Street Partners LLC | 9,857 | $213.0K | 0.04% | +9,857 | New |
| Centaurus Financial, Inc. | 10,000 | $216.0K | 0.02% | +10,000 | New |
| Vestmark Advisory Solutions, Inc. | 10,393 | $224.0K | 0.01% | +1,781+20.7% | Added |
| Strategic Wealth Advisors Group, LLC | 10,210 | $228.0K | 0.01% | +10,210 | New |
| Truist Financial Corp | 11,443 | $247.0K | 0.00% | +2,017+21.4% | Added |
| Motley Fool Asset Management LLC | 11,541 | $249.0K | 0.02% | +11,229+3,599.0% | Added |
| Canada Pension Plan Investment Board | 12,000 | $259.0K | 0.00% | +12,000 | New |
| Bessemer Group Inc | 12,839 | $277.0K | 0.00% | 00.0% | Unchanged |
| Jeneq Management, LP | 13,000 | $281.0K | 0.07% | +13,000 | New |
| Interchange Capital Partners, LLC | 13,115 | $283.0K | 0.29% | +5,123+64.1% | Added |
| Archford Capital Strategies, LLC | 12,887 | $284.0K | 0.06% | +1,808+16.3% | Added |
| Mackenzie Financial Corp | 13,199 | $285.0K | 0.00% | +2,608+24.6% | Added |