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 2022
Institutional positions in UiPath, Inc. as of Sep 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
- 302
- −10 vs. Q2 2022
- Shares held
- 315.0M
- +18.9M (+6.4%) vs. Q2 2022
- Total value
- $3.97B
- −$1.37B (−25.6%) vs. Q2 2022
- New holders
- 57
- 108 more added
- Sold out
- 67
- 75 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding UiPath, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 40 | $0 | 0.00% | +2+5.3% | Added |
| Investors Asset Management of Georgia Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 3 | $0 | 0.00% | −4−57.1% | Reduced |
| Fifth Third Bancorp | 17 | $0 | 0.00% | +17 | New |
| BerganKDV Wealth Management, LLC | 27 | $0 | 0.00% | +27 | New |
| Sutton Wealth Advisors Inc. | 60 | $757 | 0.00% | +60 | New |
| Financial Perspectives, Inc | 67 | $845 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 94 | $1.00K | 0.00% | −20−17.5% | Reduced |
| Bangor Savings Bank | 55 | $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% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 95 | $1.00K | 0.00% | +50+111.1% | Added |
| West Branch Capital LLC | 50 | $1.00K | 0.00% | +20+66.7% | Added |
| Rise Advisors, LLC | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 56 | $1.00K | 0.00% | +42+300.0% | Added |
| Brown Brothers Harriman & Co | 91 | $1.00K | 0.00% | +91 | New |
| Massmutual Trust Co FSB | 97 | $1.00K | 0.00% | +97 | New |
| Capital Advisors, Ltd. LLC | 62 | $1.00K | 0.00% | +62 | New |
| PFS Partners, LLC | 100 | $1.26K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 150 | $1.89K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 139 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 157 | $2.00K | 0.00% | +157 | New |
| Hantz Financial Services, Inc. | 234 | $3.00K | 0.00% | −15,647−98.5% | Reduced |
| Ronald Blue Trust, Inc. | 168 | $3.00K | 0.00% | −61−26.6% | Reduced |
| Front Row Advisors LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 212 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 226 | $3.00K | 0.00% | +226 | New |
| Stephens Inc | 337 | $4.00K | 0.00% | −4,147−92.5% | Reduced |
| Valley National Advisers Inc | 350 | $4.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 350 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 293 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 417 | $5.00K | 0.00% | +244+141.0% | Added |
| Maryland Capital Advisors Inc. | 377 | $5.00K | 0.01% | +377 | New |
| Global Retirement Partners, LLC | 459 | $6.00K | 0.00% | −22−4.6% | Reduced |
| Sierra Capital LLC | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 325 | $6.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 448 | $6.00K | 0.00% | +137+44.1% | Added |
| TCI Wealth Advisors, Inc. | 500 | $6.00K | 0.00% | +440+733.3% | Added |
| JJJ Advisors Inc. | 523 | $6.00K | 0.00% | +523 | New |
| Covestor Ltd | 454 | $6.00K | 0.01% | +454 | New |
| Eagle Bay Advisors LLC | 524 | $7.00K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 575 | $7.00K | 0.00% | +275+91.7% | Added |
| Steward Partners Investment Advisory, LLC | 519 | $7.00K | 0.00% | +279+116.3% | Added |
| Glassman Wealth Services | 558 | $7.00K | 0.00% | +558 | New |
| Ellevest, Inc. | 557 | $7.00K | 0.00% | +557 | New |
| CKW Financial Group | 619 | $8.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 658 | $8.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 751 | $9.00K | 0.01% | −4−0.5% | Reduced |
| Tyler-Stone Wealth Management | 680 | $9.00K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 773 | $10.0K | 0.00% | −1,583−67.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 768 | $10.0K | 0.00% | +768 | New |
| Pin Oak Investment Advisors Inc | 892 | $11.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 892 | $11.0K | 0.00% | +487+120.2% | Added |
| Federated Hermes, Inc. | 922 | $12.0K | 0.00% | −57−5.8% | Reduced |
| Adalta Capital Management LLC | 1,000 | $13.0K | 0.01% | −2,140−68.2% | Reduced |
| Baldwin Brothers Inc | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 1,000 | $13.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $13.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,260 | $16.0K | 0.00% | −373−22.8% | Reduced |
| Benjamin Edwards Inc | 1,328 | $17.0K | 0.01% | +147+12.4% | Added |
| HHM Wealth Advisors, LLC | 1,455 | $18.0K | 0.00% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 1,603 | $20.0K | 0.00% | +1,603 | New |
| Riverview Trust Co | 1,696 | $21.0K | 0.02% | +1,696 | New |
| Sandy Spring Bank | 1,844 | $23.0K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,790 | $23.0K | 0.00% | +1,790 | New |
| Banque Cantonale Vaudoise | 2,018 | $25.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,033 | $25.0K | 0.01% | +2,033 | New |
| Burleson & Company, LLC | 2,100 | $26.0K | 0.01% | +2,100 | New |
| National Bank of Canada | 2,384 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 2,809 | $35.0K | 0.00% | +2,809 | New |
| AdvisorNet Financial, Inc | 3,125 | $39.0K | 0.00% | +5+0.2% | Added |
| Edmond de Rothschild Holding S.A. | 3,237 | $41.0K | 0.00% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 14,469 | $45.0K | 0.00% | +14,469 | New |
| Daiwa Securities Group Inc. | 3,611 | $46.0K | 0.00% | −432−10.7% | Reduced |
| Rockefeller Capital Management L.P. | 3,987 | $50.0K | 0.00% | −547−12.1% | Reduced |
| American International Group, Inc. | 4,092 | $52.0K | 0.00% | +11+0.3% | Added |
| SRS Capital Advisors, Inc. | 4,324 | $55.0K | 0.01% | −312−6.7% | Reduced |
| Geneos Wealth Management Inc. | 4,463 | $56.0K | 0.00% | −1,960−30.5% | Reduced |
| Simplex Trading, LLC | 4,642 | $58.0K | 0.00% | −87,517−95.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,092 | $64.0K | 0.00% | −749−12.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 5,097 | $64.0K | 0.00% | +232+4.8% | Added |
| The PNC Financial Services Group, Inc. | 5,175 | $65.0K | 0.00% | +4,492+657.7% | Added |
| Clearstead Advisors, LLC | 6,343 | $80.0K | 0.01% | −4,166−39.6% | Reduced |
| CWM, LLC | 6,451 | $81.0K | 0.00% | +4,234+191.0% | Added |
| Advisors Asset Management, Inc. | 7,412 | $93.0K | 0.00% | +163+2.2% | Added |
| Signaturefd, LLC | 7,362 | $93.0K | 0.00% | +3,762+104.5% | Added |
| First Horizon Advisors, Inc. | 7,740 | $97.0K | 0.00% | +1,410+22.3% | Added |
| Compagnie Lombard Odier SCmA | 8,200 | $104.0K | 0.00% | +8,200 | New |
| TD Waterhouse Canada Inc. | 7,300 | $110.8K | 0.00% | −201,242−96.5% | Reduced |
| Leonteq Securities AG | 8,847 | $111.6K | 0.01% | +49+0.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 9,049 | $114.0K | 0.00% | −438−4.6% | Reduced |
| Neo Ivy Capital Management | 9,057 | $114.0K | 0.30% | +9,057 | New |