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 2022
Institutional positions in UiPath, Inc. as of Dec 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
- 336
- +39 vs. Q3 2022
- Shares held
- 312.7M
- −1.37M (−0.4%) vs. Q3 2022
- Total value
- $3.97B
- +$11.2M (+0.3%) vs. Q3 2022
- New holders
- 86
- 97 more added
- Sold out
- 47
- 101 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding UiPath, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 24 | $0 | 0.00% | −73−75.3% | Reduced |
| Capital Advisors, Ltd. LLC | 30 | $0 | 0.00% | −32−51.6% | Reduced |
| Ci Investments Inc. | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 10 | $127 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 23 | $292 | 0.00% | −17−42.5% | Reduced |
| TD Private Client Wealth LLC | 34 | $432 | 0.00% | +34 | New |
| Private Ocean, LLC | 36 | $458 | 0.00% | +36 | New |
| Horan Securities, Inc. | 40 | $514 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 48 | $610 | 0.00% | −19−28.4% | Reduced |
| My Personal CFO, LLC | 49 | $623 | 0.00% | +49 | New |
| Tradewinds Capital Management, LLC | 50 | $636 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $636 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 50 | $636 | 0.00% | +50 | New |
| MB, Levis & Associates, LLC | 50 | $636 | 0.00% | +50 | New |
| Rise Advisors, LLC | 55 | $699 | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 55 | $701 | 0.00% | +55 | New |
| TD Waterhouse Canada Inc. | 50 | $840 | 0.00% | −7,250−99.3% | Reduced |
| Clearview Wealth Advisors LLC | 75 | $953 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 67 | $1.00K | 0.00% | +67 | New |
| Steward Financial Group LLC | 95 | $1.00K | 0.00% | +95 | New |
| Farther Finance Advisors, LLC | 79 | $1.00K | 0.00% | +79 | New |
| Sutton Wealth Advisors Inc. | 86 | $1.09K | 0.00% | +26+43.3% | Added |
| Brown Brothers Harriman & Co | 91 | $1.16K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $1.27K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 100 | $1.27K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $1.42K | 0.00% | +100 | New |
| CoreCap Advisors, LLC | 119 | $1.51K | 0.00% | +119 | New |
| Kistler-Tiffany Companies, LLC | 139 | $1.77K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 150 | $1.91K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 150 | $1.91K | 0.00% | +150 | New |
| TSFG, LLC | 142 | $2.00K | 0.00% | −151−51.5% | Reduced |
| Hantz Financial Services, Inc. | 179 | $2.00K | 0.00% | −55−23.5% | Reduced |
| Larson Financial Group LLC | 175 | $2.22K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 183 | $2.33K | 0.00% | +183 | New |
| C M Bidwell & Associates Ltd | 202 | $2.57K | 0.00% | +202 | New |
| Parkside Financial Bank & Trust | 205 | $2.60K | 0.00% | −212−50.8% | Reduced |
| TCI Wealth Advisors, Inc. | 205 | $2.61K | 0.00% | −295−59.0% | Reduced |
| Glassman Wealth Services | 216 | $2.75K | 0.00% | −342−61.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 234 | $2.97K | 0.00% | +234 | New |
| Front Row Advisors LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 245 | $3.11K | 0.00% | −92−27.3% | Reduced |
| Ronald Blue Trust, Inc. | 381 | $5.00K | 0.00% | +213+126.8% | Added |
| VitalStone Financial, LLC | 415 | $5.00K | 0.00% | +415 | New |
| Global Retirement Partners, LLC | 459 | $5.83K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 462 | $5.87K | 0.00% | +462 | New |
| Sierra Capital LLC | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 472 | $6.00K | 0.00% | +122+34.9% | Added |
| Steward Partners Investment Advisory, LLC | 580 | $7.37K | 0.00% | +61+11.8% | Added |
| CKW Financial Group | 619 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 700 | $8.90K | 0.00% | +375+115.4% | Added |
| EWG Elevate Inc. | 700 | $8.90K | 0.00% | +700 | New |
| Bell Investment Advisors, Inc | 701 | $8.91K | 0.00% | +607+645.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 726 | $9.00K | 0.01% | −25−3.3% | Reduced |
| Tyler-Stone Wealth Management | 680 | $9.00K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 774 | $10.0K | 0.01% | +320+70.5% | Added |
| Addenda Capital Inc. | 800 | $10.2K | 0.00% | +800 | New |
| Advisory Services Network, LLC | 863 | $11.0K | 0.00% | +863 | New |
| Pin Oak Investment Advisors Inc | 892 | $11.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 897 | $11.0K | 0.01% | +897 | New |
| Albion Financial Group | 1,000 | $12.7K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 1,000 | $12.7K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $12.7K | 0.01% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 1,050 | $13.3K | 0.01% | +475+82.6% | Added |
| Riverview Trust Co | 1,069 | $14.0K | 0.01% | −627−37.0% | Reduced |
| True Wealth Design, LLC | 1,200 | $15.3K | 0.01% | +1,200 | New |
| HHM Wealth Advisors, LLC | 1,210 | $15.4K | 0.00% | −245−16.8% | Reduced |
| JJJ Advisors Inc. | 1,285 | $17.4K | 0.00% | +762+145.7% | Added |
| National Bank of Canada | 1,405 | $17.8K | 0.00% | −979−41.1% | Reduced |
| Money Concepts Capital Corp | 1,450 | $18.4K | 0.00% | +1,450 | New |
| Allworth Financial LP | 1,503 | $19.1K | 0.00% | +1,277+565.0% | Added |
| Lindbrook Capital, LLC | 1,554 | $19.8K | 0.00% | +1,397+889.8% | Added |
| Itau Unibanco Holding S.A. | 1,588 | $20.2K | 0.00% | +328+26.0% | Added |
| Benjamin Edwards Inc | 1,699 | $22.0K | 0.01% | +371+27.9% | Added |
| Sandy Spring Bank | 1,844 | $23.4K | 0.00% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 1,935 | $24.0K | 0.00% | +1,935 | New |
| U.S. Capital Wealth Advisors, LLC | 2,008 | $25.5K | 0.00% | +2,008 | New |
| Sonnipe Ltd | 2,008 | $25.5K | 0.00% | +2,008 | New |
| Banque Cantonale Vaudoise | 2,018 | $26.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,199 | $27.0K | 0.04% | +166+8.2% | Added |
| Belpointe Asset Management LLC | 2,162 | $27.5K | 0.00% | +2,162 | New |
| Ellevest, Inc. | 2,476 | $31.5K | 0.00% | +1,919+344.5% | Added |
| Ossiam | 2,809 | $35.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,795 | $36.0K | 0.00% | −2,302−45.2% | Reduced |
| Concord Wealth Partners | 2,909 | $37.0K | 0.01% | +2,909 | New |
| Quadrant Capital Group LLC | 3,097 | $39.4K | 0.00% | +2,205+247.2% | Added |
| Geneos Wealth Management Inc. | 3,113 | $39.6K | 0.00% | −1,350−30.2% | Reduced |
| AdvisorNet Financial, Inc | 3,125 | $39.7K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,286 | $41.0K | 0.00% | −701−17.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,237 | $41.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,253 | $41.3K | 0.01% | +3,253 | New |
| EverSource Wealth Advisors, LLC | 3,492 | $44.4K | 0.01% | +3,452+8,630.0% | Added |
| GWM Advisors LLC | 6,612 | $48.8K | 0.00% | +6,612 | New |
| American International Group, Inc. | 4,051 | $51.5K | 0.00% | −41−1.0% | Reduced |
| Cutler Group LP | 4,568 | $58.0K | 0.01% | −8,462−64.9% | Reduced |
| Daiwa Securities Group Inc. | 4,585 | $58.0K | 0.00% | +974+27.0% | Added |
| CWM, LLC | 4,684 | $60.0K | 0.00% | −1,767−27.4% | Reduced |
| Clearstead Advisors, LLC | 4,806 | $61.1K | 0.00% | −1,537−24.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,092 | $64.7K | 0.00% | 00.0% | Unchanged |