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, Q2 2022
Institutional positions in UiPath, Inc. as of Jun 30, 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
- 313
- +33 vs. Q1 2022
- Shares held
- 296.0M
- +39.1M (+15.2%) vs. Q1 2022
- Total value
- $5.34B
- −$250.0M (−4.5%) vs. Q1 2022
- New holders
- 88
- 116 more added
- Sold out
- 55
- 62 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding UiPath, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 10,340 | $188.0K | 0.00% | +10,340 | New |
| Creative Planning | 10,163 | $185.0K | 0.00% | +666+7.0% | Added |
| Whittier Trust Co | 10,075 | $183.0K | 0.00% | +9,975+9,975.0% | Added |
| Xponance, Inc. | 10,044 | $183.0K | 0.00% | +10,044 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 9,487 | $173.0K | 0.00% | +9,487 | New |
| MetLife Investment Management | 9,265 | $168.5K | 0.00% | +722+8.5% | Added |
| Ford Foundation | 9,097 | $165.0K | 0.99% | −9,097−50.0% | Reduced |
| Leonteq Securities AG | 8,798 | $160.0K | 0.01% | +61+0.7% | Added |
| Advisors Asset Management, Inc. | 7,249 | $132.0K | 0.00% | +7,249 | New |
| Geneos Wealth Management Inc. | 6,423 | $120.0K | 0.01% | +1,400+27.9% | Added |
| First Horizon Advisors, Inc. | 6,330 | $114.0K | 0.00% | +6,309+30,042.9% | Added |
| Whittier Trust Co of Nevada Inc | 5,841 | $107.0K | 0.00% | +5,378+1,161.6% | Added |
| Concord Wealth Partners | 5,751 | $105.0K | 0.03% | +5,751 | New |
| Captrust Financial Advisors | 5,067 | $92.0K | 0.00% | −2,066−29.0% | Reduced |
| Point72 Hong Kong Ltd | 5,074 | $92.0K | 0.01% | +5,056+28,088.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,865 | $88.0K | 0.00% | −1,748−26.4% | Reduced |
| SRS Capital Advisors, Inc. | 4,636 | $84.0K | 0.01% | +2,428+110.0% | Added |
| Stephens Inc | 4,484 | $82.0K | 0.00% | +618+16.0% | Added |
| Rockefeller Capital Management L.P. | 4,534 | $81.0K | 0.00% | −2,572−36.2% | Reduced |
| American International Group, Inc. | 4,081 | $74.0K | 0.00% | +4,081 | New |
| Daiwa Securities Group Inc. | 4,043 | $74.0K | 0.00% | +4,043 | New |
| Northwestern Mutual Wealth Management Co | 3,863 | $70.0K | 0.00% | −12,038−75.7% | Reduced |
| Signaturefd, LLC | 3,600 | $65.0K | 0.00% | −206−5.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,237 | $59.0K | 0.00% | +3,237 | New |
| Adalta Capital Management LLC | 3,140 | $57.0K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,120 | $57.0K | 0.01% | +1,020+48.6% | Added |
| National Bank of Canada | 2,384 | $44.0K | 0.00% | +84+3.7% | Added |
| Central Trust Co | 2,356 | $43.0K | 0.00% | −14,738−86.2% | Reduced |
| CWM, LLC | 2,217 | $40.0K | 0.00% | +2,217 | New |
| Banque Cantonale Vaudoise | 2,018 | $37.0K | 0.00% | +2,018 | New |
| Sandy Spring Bank | 1,844 | $33.0K | 0.00% | +344+22.9% | Added |
| Evoke Wealth, LLC | 1,661 | $30.0K | 0.00% | −932−35.9% | Reduced |
| Itau Unibanco Holding S.A. | 1,633 | $30.0K | 0.00% | +1,633 | New |
| HHM Wealth Advisors, LLC | 1,455 | $26.0K | 0.01% | −15−1.0% | Reduced |
| SeaCrest Wealth Management, LLC | 1,365 | $25.0K | 0.00% | +1,365 | New |
| Parallax Volatility Advisers, L.P. | 1,313 | $24.0K | 0.00% | +1,313 | New |
| Harbor Investment Advisory, LLC | 1,194 | $22.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,181 | $21.0K | 0.01% | +315+36.4% | Added |
| Federated Hermes, Inc. | 979 | $19.0K | 0.00% | +979 | New |
| Albion Financial Group | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 1,000 | $18.0K | 0.01% | −4−0.4% | Reduced |
| Orion Capital Management LLC | 1,000 | $18.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,000 | $18.0K | 0.00% | +1,000 | New |
| Pin Oak Investment Advisors Inc | 892 | $16.0K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 755 | $14.0K | 0.01% | +150+24.8% | Added |
| The PNC Financial Services Group, Inc. | 683 | $13.0K | 0.00% | −434−38.9% | Reduced |
| CKW Financial Group | 619 | $12.0K | 0.00% | +6+1.0% | Added |
| Resolute Partners Group | 658 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 680 | $12.0K | 0.01% | +680 | New |
| Washington Trust Advisors, Inc. | 586 | $11.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 546 | $9.93K | 0.00% | +546 | New |
| Eagle Bay Advisors LLC | 524 | $9.53K | 0.01% | +524 | New |
| Sierra Capital LLC | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 481 | $9.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 350 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 377 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 394 | $7.00K | 0.00% | +394 | New |
| Quadrant Capital Group LLC | 405 | $7.00K | 0.00% | +405 | New |
| Worth Asset Management, LLC | 350 | $6.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 311 | $6.00K | 0.00% | +200+180.2% | Added |
| Harbour Investments, Inc. | 325 | $6.00K | 0.00% | +325 | New |
| Wagner Wealth Management, LLC | 353 | $6.00K | 0.00% | +353 | New |
| Institutional & Family Asset Management, LLC | 297 | $5.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 292 | $5.00K | 0.00% | +77+35.8% | Added |
| Performa Ltd (US), LLC | 300 | $5.00K | 0.00% | +125+71.4% | Added |
| TSFG, LLC | 293 | $5.00K | 0.00% | +293 | New |
| Ronald Blue Trust, Inc. | 229 | $5.00K | 0.00% | +229 | New |
| Wolff Wiese Magana LLC | 230 | $4.00K | 0.00% | −145−38.7% | Reduced |
| State of Wyoming | 244 | $4.00K | 0.00% | −1−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 240 | $4.00K | 0.00% | +74+44.6% | Added |
| Front Row Advisors LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 228 | $4.00K | 0.00% | +228 | New |
| Spire Wealth Management | 212 | $4.00K | 0.00% | +212 | New |
| Larson Financial Group LLC | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 139 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 173 | $3.00K | 0.00% | +173 | New |
| ACG Wealth | 140 | $3.00K | 0.00% | +140 | New |
| Brown, Lisle/Cummings, Inc. | 150 | $2.73K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 109 | $2.00K | 0.00% | +9+9.0% | Added |
| Trustcore Financial Services, LLC | 100 | $2.00K | 0.00% | +15+17.6% | Added |
| Lee Financial Co | 105 | $2.00K | 0.00% | +105 | New |
| Vigilant Capital Management, LLC | 88 | $2.00K | 0.00% | +88 | New |
| O'Dell Group, LLC | 88 | $2.00K | 0.00% | +88 | New |
| Truvestments Capital LLC | 100 | $2.00K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 114 | $2.00K | 0.00% | +114 | New |
| CoreCap Advisors, LLC | 119 | $2.00K | 0.00% | +119 | New |
| PFS Partners, LLC | 100 | $1.82K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 67 | $1.22K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 40 | $1.00K | 0.00% | +2+5.3% | Added |
| EverSource Wealth Advisors, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 75 | $1.00K | 0.00% | +25+50.0% | Added |
| Steward Financial Group LLC | 95 | $1.00K | 0.00% | +75+375.0% | Added |
| Bangor Savings Bank | 55 | $1.00K | 0.00% | +55 | New |