Skip to main content

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.

Institutional holdersQ1 2023: 357 institutions
Q1 2021: 1 institutionQ2 2021: 236 institutionsQ3 2021: 271 institutionsQ4 2021: 328 institutionsQ1 2022: 285 institutionsQ2 2022: 313 institutionsQ3 2022: 302 institutionsQ4 2022: 336 institutionsQ1 2023: 357 institutionsQ2 2023: 411 institutionsQ3 2023: 418 institutionsQ4 2023: 499 institutionsQ1 2024: 514 institutionsQ2 2024: 479 institutionsQ3 2024: 421 institutionsQ4 2024: 462 institutionsQ1 2025: 447 institutionsQ2 2025: 456 institutionsQ3 2025: 475 institutionsQ4 2025: 541 institutionsQ1 2026: 537 institutionsQ2 2026: 530 institutions
Value heldQ1 2023: $5.57B
Q1 2021: $11.0KQ2 2021: $12.6BQ3 2021: $13.8BQ4 2021: $12.2BQ1 2022: $5.59BQ2 2022: $5.34BQ3 2022: $3.97BQ4 2022: $3.97BQ1 2023: $5.57BQ2 2023: $5.59BQ3 2023: $5.75BQ4 2023: $8.50BQ1 2024: $7.21BQ2 2024: $4.23BQ3 2024: $3.84BQ4 2024: $3.90BQ1 2025: $3.25BQ2 2025: $4.48BQ3 2025: $4.00BQ4 2025: $5.27BQ1 2026: $3.50BQ2 2026: $3.92B
Institutions holding PATH and their total value by quarter
QuarterHoldersValue
Q2 2026530$3.92B
Q1 2026537$3.50B
Q4 2025541$5.27B
Q3 2025475$4.00B
Q2 2025456$4.48B
Q1 2025447$3.25B
Q4 2024462$3.90B
Q3 2024421$3.84B
Q2 2024479$4.23B
Q1 2024514$7.21B
Q4 2023499$8.50B
Q3 2023418$5.75B
Q2 2023411$5.59B
Q1 2023357$5.57B
Q4 2022336$3.97B
Q3 2022302$3.97B
Q2 2022313$5.34B
Q1 2022285$5.59B
Q4 2021328$12.2B
Q3 2021271$13.8B
Q2 2021236$12.6B
Q1 20211$11.0K

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding UiPath, Inc.; share changes are against Q4 2022.

Institutions holding PATH in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
American Century Companies Inc21,084$351.7K0.00%+7,904+60.0%Added
Teza Capital Management LLC19,993$351.1K0.08%+4,252+27.0%Added
Intellectus Partners, LLC19,517$342.7K0.11%+4,550+30.4%Added
Aigen Investment Management, LP18,951$332.8K0.05%+2,000+11.8%Added
Archford Capital Strategies, LLC20,082$331.4K0.07%+2,408+13.6%Added
Bank Julius Baer & Co. Ltd, Zurich18,830$331.0K0.00%+11,553+158.8%Added
Prudential Financial Inc17,630$329.9K0.00%+4,905+38.5%Added
Cambridge Investment Research Advisors, Inc.18,624$327.0K0.00%+430+2.4%Added
Toroso Investments, LLC18,570$326.0K0.01%−2,998−13.9%Reduced
Steel Peak Wealth Management LLC18,025$316.5K0.02%+3,878+27.4%Added
Wetherby Asset Management Inc17,905$314.4K0.02%+3,648+25.6%Added
Signaturefd, LLC17,858$313.6K0.01%+66+0.4%Added
Captrust Financial Advisors16,850$295.9K0.00%+2,238+15.3%Added
CI Private Wealth, LLC16,818$295.3K0.00%+4,075+32.0%Added
Wealthfront Advisers LLC16,803$295.1K0.00%+2,711+19.2%Added
FDx Advisors, Inc.23,211$295.0K0.01%00.0%Unchanged
Xponance, Inc.16,242$285.2K0.00%−805−4.7%Reduced
DC Investments Management, LLC16,239$285.2K0.34%+16,239New
Phoenix Wealth Advisors16,192$284.3K0.18%−279−1.7%Reduced
Manufacturers Life Insurance Company, The15,731$276.2K0.00%+876+5.9%Added
SEI Investments Co15,299$268.6K0.00%+15,299New
SCHF (Gpe), LLC15,275$268.0K0.47%+15,275New
Fox Run Management, L.L.C.14,993$263.3K0.09%−18,016−54.6%Reduced
Balentine LLC14,800$259.9K0.01%−10,732−42.0%Reduced
Aviva PLC14,451$253.8K0.00%−36,770−71.8%Reduced
M&T Bank Corp13,926$245.1K0.00%+3,346+31.6%Added
Whittier Trust Co13,861$243.3K0.00%00.0%Unchanged
Diversified Trust Co13,849$243.2K0.01%−709−4.9%Reduced
Cetera Investment Advisers13,506$237.0K0.00%+13,506New
Mutual Advisors, LLC13,386$235.1K0.01%+2,588+24.0%Added
Princeton Capital Management LLC13,246$232.6K0.10%−720−5.2%Reduced
Old Mission Capital LLC13,233$232.4K0.01%+13,233New
Sawtooth Solutions, LLC13,012$228.5K0.01%+13,012New
Bleakley Financial Group, LLC12,862$225.9K0.01%−1,129−8.1%Reduced
Bessemer Group Inc12,839$225.0K0.00%00.0%Unchanged
BP PLC12,654$222.0K1.47%+12,654New
Empowered Funds, LLC12,274$215.5K0.01%+46+0.4%Added
Janus Henderson Group PLC11,810$207.3K0.00%+65+0.6%Added
Interchange Capital Partners, LLC11,545$202.7K0.11%+937+8.8%Added
Channel Wealth LLC11,495$201.9K0.13%+11,495New
Nebula Research & Development LLC11,297$198.4K0.35%+11,297New
Cutler Group LP11,285$198.0K0.03%+6,717+147.0%Added
Ronald Blue Trust, Inc.15,467$197.0K0.00%+15,086+3,959.6%Added
CIBC Asset Management Inc10,387$182.4K0.00%−1,935−15.7%Reduced
Sassicaia Capital Advisers LLC10,300$180.9K0.16%+10,300New
Centiva Capital, LP10,254$180.1K0.01%−5,387−34.4%Reduced
The PNC Financial Services Group, Inc.10,070$176.8K0.00%+57+0.6%Added
Sciencast Management LP12,382$175.4K0.23%+12,382New
MetLife Investment Management9,190$161.4K0.00%+20+0.2%Added
First Horizon Advisors, Inc.8,985$157.8K0.01%+2,001+28.7%Added
Compagnie Lombard Odier SCmA8,200$144.0K0.00%00.0%Unchanged
Hershey Trust Co8,003$140.5K0.00%+8,003New
Machina Capital S.A.S.6,500$114.1K0.10%+6,500New
Daiwa Securities Group Inc.5,705$100.0K0.00%+1,120+24.4%Added
CWM, LLC5,020$88.0K0.00%+336+7.2%Added
SRS Capital Advisors, Inc.4,788$84.1K0.01%−420−8.1%Reduced
Advisors Asset Management, Inc.4,073$71.5K0.00%−2,399−37.1%Reduced
American International Group, Inc.3,960$69.5K0.00%−91−2.2%Reduced
Parallel Advisors, LLC3,952$69.4K0.00%−16,130−80.3%Reduced
Clearstead Advisors, LLC3,714$65.2K0.00%−1,092−22.7%Reduced
EverSource Wealth Advisors, LLC3,553$62.4K0.01%+61+1.7%Added
National Bank of Canada3,405$59.8K0.00%+2,000+142.3%Added
Quent Capital, LLC3,253$57.1K0.01%00.0%Unchanged
Point72 Middle East FZE3,190$56.0K0.00%−7,537−70.3%Reduced
AdvisorNet Financial, Inc3,100$54.4K0.00%−25−0.8%Reduced
Quadrant Capital Group LLC3,038$53.3K0.01%−59−1.9%Reduced
Strategic Investment Solutions, Inc.2,798$49.1K0.01%+2,798New
GWM Advisors LLC2,747$48.2K0.00%−3,865−58.5%Reduced
Ossiam2,730$47.9K0.00%−79−2.8%Reduced
International Assets Investment Management, LLC2,640$46.4K0.01%+2,640New
Harvest Fund Management Co., Ltd2,519$44.0K0.01%+2,519New
Ellevest, Inc.2,356$41.4K0.00%−120−4.8%Reduced
Farther Finance Advisors, LLC2,354$41.3K0.01%+2,275+2,879.7%Added
Householder Group Estate & Retirement Specialist, LLC2,269$40.0K0.02%+70+3.2%Added
Quarry LP2,047$35.9K0.02%+2,047New
Banque Cantonale Vaudoise2,018$35.0K0.00%00.0%Unchanged
Benjamin Edwards Inc1,804$32.0K0.01%+105+6.2%Added
Manchester Capital Management LLC1,787$31.4K0.00%+1,787New
VitalStone Financial, LLC693$31.0K0.03%+278+67.0%Added
Benjamin F. Edwards & Company, Inc.1,590$28.0K0.00%−1,205−43.1%Reduced
Itau Unibanco Holding S.A.1,579$27.7K0.00%−9−0.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)1,529$26.8K0.00%+1,529New
Lindbrook Capital, LLC1,514$26.6K0.00%−40−2.6%Reduced
Allworth Financial LP1,510$26.5K0.00%+7+0.5%Added
State of Wyoming1,439$25.3K0.01%+1,439New
Antipodes Partners Ltd1,459$25.0K0.00%−476−24.6%Reduced
HHM Wealth Advisors, LLC1,210$21.2K0.00%00.0%Unchanged
True Wealth Design, LLC1,200$21.1K0.01%00.0%Unchanged
JJJ Advisors Inc.1,285$20.8K0.01%00.0%Unchanged
Riverview Trust Co1,069$18.8K0.02%00.0%Unchanged
Albion Financial Group1,000$17.6K0.00%00.0%Unchanged
Orion Capital Management LLC1,000$17.6K0.01%00.0%Unchanged
Sandy Spring Bank944$16.6K0.00%−900−48.8%Reduced
Pin Oak Investment Advisors Inc892$16.0K0.02%00.0%Unchanged
Russell Investments Group, Ltd.819$14.4K0.00%+819New
Covestor Ltd765$13.0K0.01%−9−1.2%Reduced
CarsonAllaria Wealth Management, Ltd.726$12.7K0.01%00.0%Unchanged
Edmond de Rothschild Holding S.A.714$12.5K0.00%−2,523−77.9%Reduced
Harbour Investments, Inc.700$12.3K0.00%00.0%Unchanged
Eagle Bay Advisors LLC678$11.9K0.01%+678New