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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 663 | $11.6K | 0.00% | −200−23.2% | Reduced |
| Global Retirement Partners, LLC | 886 | $11.2K | 0.00% | +427+93.0% | Added |
| Steward Partners Investment Advisory, LLC | 630 | $11.1K | 0.00% | +50+8.6% | Added |
| CKW Financial Group | 619 | $11.0K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 625 | $11.0K | 0.01% | −425−40.5% | Reduced |
| Bell Investment Advisors, Inc | 581 | $10.2K | 0.00% | −120−17.1% | Reduced |
| Buck Wealth Strategies, LLC | 400 | $7.02K | 0.00% | +400 | New |
| Valley National Advisers Inc | 472 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 371 | $6.51K | 0.00% | +126+51.4% | Added |
| Optimum Investment Advisors | 300 | $5.27K | 0.00% | +300 | New |
| Parkside Financial Bank & Trust | 282 | $4.95K | 0.00% | +77+37.6% | Added |
| Concord Wealth Partners | 269 | $4.72K | 0.00% | −2,640−90.8% | Reduced |
| Geneos Wealth Management Inc. | 263 | $4.62K | 0.00% | −2,850−91.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 234 | $4.11K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 226 | $3.97K | 0.00% | +10+4.6% | Added |
| Ameritas Advisory Services, LLC | 235 | $3.79K | 0.00% | +235 | New |
| TCI Wealth Advisors, Inc. | 208 | $3.65K | 0.00% | +3+1.5% | Added |
| C M Bidwell & Associates Ltd | 202 | $3.55K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $3.51K | 0.00% | +200 | New |
| Larson Financial Group LLC | 175 | $3.07K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 173 | $3.00K | 0.00% | −6−3.4% | Reduced |
| Belpointe Asset Management LLC | 156 | $2.74K | 0.00% | −2,006−92.8% | Reduced |
| Baker Avenue Asset Management, LP | 153 | $2.69K | 0.00% | −30−16.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 150 | $2.63K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 150 | $2.63K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 139 | $2.44K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 142 | $2.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Toth Financial Advisory Corp | 101 | $1.77K | 0.00% | +101 | 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 |
| Nalls Sherbakoff Group, LLC | 100 | $1.67K | 0.00% | +100 | New |
| Brown Brothers Harriman & Co | 91 | $1.60K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 86 | $1.51K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 75 | $1.32K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 62 | $1.09K | 0.00% | +62 | New |
| Capital Advisors, Ltd. LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sunbelt Securities, Inc. | 56 | $934 | 0.00% | +56 | New |
| 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 |
| Financial Perspectives, Inc | 48 | $843 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 41 | $720 | 0.00% | +18+78.3% | Added |
| Horan Securities, Inc. | 40 | $710 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 24 | $421 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 10 | $176 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $176 | 0.00% | +10 | New |
| Grey Fox Wealth Advisors, LLC | 5 | $88 | 0.00% | +5 | New |
| Ci Investments Inc. | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,415 | – | – | +1,958+428.4% | Added |
| Institutional Venture Management XVI, LLC | 0 | $0 | 0.00% | −2,193,571−100.0% | Sold out |
| Herr Investment Group LLC | 0 | $0 | 0.00% | −1,316,983−100.0% | Sold out |
| Meritech Capital Associates VI L.L.C. | 0 | $0 | 0.00% | −854,320−100.0% | Sold out |
| Silver Lake Group, L.L.C. | 0 | $0 | 0.00% | −802,880−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −796,725−100.0% | Sold out |
| Founders Circle Capital LLC | 0 | $0 | 0.00% | −404,540−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −325,000−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −291,927−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −168,360−100.0% | Sold out |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −150,640−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −140,718−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −110,700−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −97,625−100.0% | Sold out |
| Quaero Capital S.A. | 0 | $0 | 0.00% | −58,849−100.0% | Sold out |
| Harbert Fund Advisors, Inc. | 0 | $0 | 0.00% | −53,711−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −29,948−100.0% | Sold out |
| Blue Owl Capital Holdings LP | 0 | $0 | 0.00% | −24,582−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −21,132−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −17,368−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −15,221−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −11,228−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −11,191−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −11,132−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −10,581−100.0% | Sold out |
| Kraematon Investment Advisors, Inc | 0 | $0 | 0.00% | −6,585−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −5,092−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |
| Sonnipe Ltd | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −897−100.0% | Sold out |
| Addenda Capital Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −462−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |
| Titleist Asset Management, Ltd. | – | – | – | – | Not filed |
| Neo Ivy Capital Management | – | – | – | – | Not filed |