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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 9,097 | $114.7K | 0.00% | −168−1.8% | Reduced |
| 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 |
| Leonteq Securities AG | 8,847 | $111.6K | 0.01% | +49+0.6% | Added |
| TD Waterhouse Canada Inc. | 7,300 | $110.8K | 0.00% | −201,242−96.5% | Reduced |
| Compagnie Lombard Odier SCmA | 8,200 | $104.0K | 0.00% | +8,200 | New |
| First Horizon Advisors, Inc. | 7,740 | $97.0K | 0.00% | +1,410+22.3% | 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 |
| CWM, LLC | 6,451 | $81.0K | 0.00% | +4,234+191.0% | Added |
| Clearstead Advisors, LLC | 6,343 | $80.0K | 0.01% | −4,166−39.6% | Reduced |
| The PNC Financial Services Group, Inc. | 5,175 | $65.0K | 0.00% | +4,492+657.7% | Added |
| 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 |
| Simplex Trading, LLC | 4,642 | $58.0K | 0.00% | −87,517−95.0% | Reduced |
| Geneos Wealth Management Inc. | 4,463 | $56.0K | 0.00% | −1,960−30.5% | Reduced |
| SRS Capital Advisors, Inc. | 4,324 | $55.0K | 0.01% | −312−6.7% | Reduced |
| American International Group, Inc. | 4,092 | $52.0K | 0.00% | +11+0.3% | Added |
| Rockefeller Capital Management L.P. | 3,987 | $50.0K | 0.00% | −547−12.1% | Reduced |
| Daiwa Securities Group Inc. | 3,611 | $46.0K | 0.00% | −432−10.7% | Reduced |
| Vident Investment Advisory, LLC | 14,469 | $45.0K | 0.00% | +14,469 | New |
| Edmond de Rothschild Holding S.A. | 3,237 | $41.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,125 | $39.0K | 0.00% | +5+0.2% | Added |
| Ossiam | 2,809 | $35.0K | 0.00% | +2,809 | New |
| National Bank of Canada | 2,384 | $30.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 2,100 | $26.0K | 0.01% | +2,100 | 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 |
| 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 |
| Riverview Trust Co | 1,696 | $21.0K | 0.02% | +1,696 | New |
| Eisler Capital (UK) Ltd. | 1,603 | $20.0K | 0.00% | +1,603 | New |
| HHM Wealth Advisors, LLC | 1,455 | $18.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,328 | $17.0K | 0.01% | +147+12.4% | Added |
| Itau Unibanco Holding S.A. | 1,260 | $16.0K | 0.00% | −373−22.8% | 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 |
| Federated Hermes, Inc. | 922 | $12.0K | 0.00% | −57−5.8% | Reduced |
| 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 |
| 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 |
| 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 |
| CKW Financial Group | 619 | $8.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 658 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Parkside Financial Bank & Trust | 417 | $5.00K | 0.00% | +244+141.0% | Added |
| Maryland Capital Advisors Inc. | 377 | $5.00K | 0.01% | +377 | 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 |
| 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 |
| 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 |
| Brown, Lisle/Cummings, Inc. | 150 | $1.89K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $1.26K | 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 |
| Financial Perspectives, Inc | 67 | $845 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 60 | $757 | 0.00% | +60 | New |
| 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 |