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 2023
Institutional positions in UiPath, Inc. as of Mar 31, 2023. 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
- 357
- +29 vs. Q4 2022
- Shares held
- 317.0M
- +4.49M (+1.4%) vs. Q4 2022
- Total value
- $5.57B
- +$1.59B (+40.1%) vs. Q4 2022
- New holders
- 69
- 135 more added
- Sold out
- 40
- 95 more reduced
8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding UiPath, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 5 | $88 | 0.00% | +5 | New |
| Macroview Investment Management LLC | 10 | $176 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $176 | 0.00% | +10 | New |
| Massmutual Trust Co FSB | 24 | $421 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 40 | $710 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 41 | $720 | 0.00% | +18+78.3% | Added |
| Financial Perspectives, Inc | 48 | $843 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $878 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $878 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 50 | $878 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 50 | $878 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 56 | $934 | 0.00% | +56 | New |
| Bangor Savings Bank | 55 | $966 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 55 | $966 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 55 | $966 | 0.00% | +21+61.8% | Added |
| Capital Advisors, Ltd. LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 62 | $1.09K | 0.00% | +62 | New |
| Clearview Wealth Advisors LLC | 75 | $1.32K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 86 | $1.51K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 91 | $1.60K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 100 | $1.67K | 0.00% | +100 | New |
| New England Capital Financial Advisors LLC | 100 | $1.76K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $1.76K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $1.76K | 0.00% | +100 | New |
| Toth Financial Advisory Corp | 101 | $1.77K | 0.00% | +101 | New |
| TSFG, LLC | 142 | $2.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Kistler-Tiffany Companies, LLC | 139 | $2.44K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 150 | $2.63K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 150 | $2.63K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 153 | $2.69K | 0.00% | −30−16.4% | Reduced |
| Belpointe Asset Management LLC | 156 | $2.74K | 0.00% | −2,006−92.8% | Reduced |
| Hantz Financial Services, Inc. | 173 | $3.00K | 0.00% | −6−3.4% | Reduced |
| Larson Financial Group LLC | 175 | $3.07K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $3.51K | 0.00% | +200 | New |
| C M Bidwell & Associates Ltd | 202 | $3.55K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 208 | $3.65K | 0.00% | +3+1.5% | Added |
| Ameritas Advisory Services, LLC | 235 | $3.79K | 0.00% | +235 | New |
| Glassman Wealth Services | 226 | $3.97K | 0.00% | +10+4.6% | Added |
| Front Row Advisors LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 234 | $4.11K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 263 | $4.62K | 0.00% | −2,850−91.6% | Reduced |
| Concord Wealth Partners | 269 | $4.72K | 0.00% | −2,640−90.8% | Reduced |
| Parkside Financial Bank & Trust | 282 | $4.95K | 0.00% | +77+37.6% | Added |
| Optimum Investment Advisors | 300 | $5.27K | 0.00% | +300 | New |
| Stephens Inc | 371 | $6.51K | 0.00% | +126+51.4% | Added |
| Valley National Advisers Inc | 472 | $7.00K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 400 | $7.02K | 0.00% | +400 | New |
| Bell Investment Advisors, Inc | 581 | $10.2K | 0.00% | −120−17.1% | Reduced |
| Performa Ltd (US), LLC | 625 | $11.0K | 0.01% | −425−40.5% | Reduced |
| CKW Financial Group | 619 | $11.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 630 | $11.1K | 0.00% | +50+8.6% | Added |
| Global Retirement Partners, LLC | 886 | $11.2K | 0.00% | +427+93.0% | Added |
| Advisory Services Network, LLC | 663 | $11.6K | 0.00% | −200−23.2% | Reduced |
| Eagle Bay Advisors LLC | 678 | $11.9K | 0.01% | +678 | New |
| Harbour Investments, Inc. | 700 | $12.3K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 714 | $12.5K | 0.00% | −2,523−77.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 726 | $12.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 765 | $13.0K | 0.01% | −9−1.2% | Reduced |
| Russell Investments Group, Ltd. | 819 | $14.4K | 0.00% | +819 | New |
| Pin Oak Investment Advisors Inc | 892 | $16.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 944 | $16.6K | 0.00% | −900−48.8% | Reduced |
| Albion Financial Group | 1,000 | $17.6K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $17.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,069 | $18.8K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,285 | $20.8K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,200 | $21.1K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,210 | $21.2K | 0.00% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 1,459 | $25.0K | 0.00% | −476−24.6% | Reduced |
| State of Wyoming | 1,439 | $25.3K | 0.01% | +1,439 | New |
| Allworth Financial LP | 1,510 | $26.5K | 0.00% | +7+0.5% | Added |
| Lindbrook Capital, LLC | 1,514 | $26.6K | 0.00% | −40−2.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,529 | $26.8K | 0.00% | +1,529 | New |
| Itau Unibanco Holding S.A. | 1,579 | $27.7K | 0.00% | −9−0.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,590 | $28.0K | 0.00% | −1,205−43.1% | Reduced |
| VitalStone Financial, LLC | 693 | $31.0K | 0.03% | +278+67.0% | Added |
| Manchester Capital Management LLC | 1,787 | $31.4K | 0.00% | +1,787 | New |
| Benjamin Edwards Inc | 1,804 | $32.0K | 0.01% | +105+6.2% | Added |
| Banque Cantonale Vaudoise | 2,018 | $35.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,047 | $35.9K | 0.02% | +2,047 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2,269 | $40.0K | 0.02% | +70+3.2% | Added |
| Farther Finance Advisors, LLC | 2,354 | $41.3K | 0.01% | +2,275+2,879.7% | Added |
| Ellevest, Inc. | 2,356 | $41.4K | 0.00% | −120−4.8% | Reduced |
| Harvest Fund Management Co., Ltd | 2,519 | $44.0K | 0.01% | +2,519 | New |
| International Assets Investment Management, LLC | 2,640 | $46.4K | 0.01% | +2,640 | New |
| Ossiam | 2,730 | $47.9K | 0.00% | −79−2.8% | Reduced |
| GWM Advisors LLC | 2,747 | $48.2K | 0.00% | −3,865−58.5% | Reduced |
| Strategic Investment Solutions, Inc. | 2,798 | $49.1K | 0.01% | +2,798 | New |
| Quadrant Capital Group LLC | 3,038 | $53.3K | 0.01% | −59−1.9% | Reduced |
| AdvisorNet Financial, Inc | 3,100 | $54.4K | 0.00% | −25−0.8% | Reduced |
| Point72 Middle East FZE | 3,190 | $56.0K | 0.00% | −7,537−70.3% | Reduced |
| Quent Capital, LLC | 3,253 | $57.1K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 3,405 | $59.8K | 0.00% | +2,000+142.3% | Added |
| EverSource Wealth Advisors, LLC | 3,553 | $62.4K | 0.01% | +61+1.7% | Added |
| Clearstead Advisors, LLC | 3,714 | $65.2K | 0.00% | −1,092−22.7% | Reduced |
| Parallel Advisors, LLC | 3,952 | $69.4K | 0.00% | −16,130−80.3% | Reduced |
| American International Group, Inc. | 3,960 | $69.5K | 0.00% | −91−2.2% | Reduced |
| Advisors Asset Management, Inc. | 4,073 | $71.5K | 0.00% | −2,399−37.1% | Reduced |