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, Q2 2023
Institutional positions in UiPath, Inc. as of Jun 30, 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
- 411
- +56 vs. Q1 2023
- Shares held
- 337.0M
- +20.1M (+6.3%) vs. Q1 2023
- Total value
- $5.59B
- +$21.3M (+0.4%) vs. Q1 2023
- New holders
- 123
- 144 more added
- Sold out
- 67
- 90 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding UiPath, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $34 | 0.00% | −1,198−99.8% | Reduced |
| Retirement Group, LLC | 3 | $50 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $67 | 0.00% | +4 | New |
| Crewe Advisors LLC | 7 | $116 | 0.00% | +7 | New |
| Disciplined Investments, LLC | 9 | $149 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 9 | $150 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $166 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 10 | $166 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $166 | 0.00% | +10 | New |
| Horan Securities, Inc. | 11 | $183 | 0.00% | −29−72.5% | Reduced |
| St Germain D J Co Inc | 20 | $331 | 0.00% | +20 | New |
| Private Trust Co NA | 21 | $348 | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 21 | $348 | 0.00% | +21 | New |
| Maryland Capital Advisors Inc. | 30 | $498 | 0.00% | +30 | New |
| Wit, LLC | 31 | $509 | 0.01% | +31 | New |
| Huntington National Bank | 33 | $547 | 0.00% | −8−19.5% | Reduced |
| Nemes Rush Group LLC | 36 | $597 | 0.00% | +36 | New |
| Financial Perspectives, Inc | 48 | $795 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $829 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $829 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 50 | $829 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 50 | $829 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 55 | $911 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 55 | $911 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 56 | $928 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 60 | $995 | 0.00% | +60 | New |
| Clearview Wealth Advisors LLC | 75 | $1.24K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 86 | $1.43K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 91 | $1.51K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 95 | $1.57K | 0.00% | +95 | New |
| PFS Partners, LLC | 100 | $1.66K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 101 | $1.67K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 100 | $1.79K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 150 | $2.00K | 0.00% | +150 | New |
| Farther Finance Advisors, LLC | 129 | $2.14K | 0.00% | −2,225−94.5% | Reduced |
| Baker Avenue Asset Management, LP | 136 | $2.25K | 0.00% | −17−11.1% | Reduced |
| Massmutual Trust Co FSB | 138 | $2.29K | 0.00% | +114+475.0% | Added |
| Kistler-Tiffany Companies, LLC | 139 | $2.30K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 150 | $2.49K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 150 | $2.49K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 175 | $2.90K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 160 | $3.00K | 0.00% | −13−7.5% | Reduced |
| TSFG, LLC | 162 | $3.00K | 0.00% | +20+14.1% | Added |
| Loomis Sayles & Co L P | 204 | $3.00K | 0.00% | +204 | New |
| Tucker Asset Management LLC | 200 | $3.31K | 0.00% | +200 | New |
| Glassman Wealth Services | 226 | $3.75K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 228 | $3.78K | 0.00% | +228 | New |
| Allspring Global Investments Holdings, LLC | 234 | $3.88K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 237 | $3.93K | 0.00% | +237 | New |
| Geneos Wealth Management Inc. | 263 | $4.36K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 275 | $4.56K | 0.00% | −2,472−90.0% | Reduced |
| Parkside Financial Bank & Trust | 298 | $4.94K | 0.00% | +16+5.7% | Added |
| Stephens Inc | 331 | $5.49K | 0.00% | −40−10.8% | Reduced |
| Buck Wealth Strategies, LLC | 400 | $6.63K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 393 | $7.00K | 0.00% | +393 | New |
| Concord Wealth Partners | 428 | $7.09K | 0.00% | +159+59.1% | Added |
| Valley National Advisers Inc | 472 | $8.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $8.29K | 0.00% | +500 | New |
| Bell Investment Advisors, Inc | 542 | $8.98K | 0.00% | −39−6.7% | Reduced |
| VitalStone Financial, LLC | 415 | $9.00K | 0.01% | −278−40.1% | Reduced |
| Ci Investments Inc. | 527 | $9.00K | 0.00% | +510+3,000.0% | Added |
| Performa Ltd (US), LLC | 600 | $9.94K | 0.00% | −25−4.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 600 | $9.94K | 0.00% | +600 | New |
| CKW Financial Group | 619 | $10.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 678 | $11.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 758 | $13.0K | 0.01% | −7−0.9% | Reduced |
| IFP Advisors, Inc | 201 | $13.9K | 0.00% | −2,214−91.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 898 | $14.9K | 0.01% | +172+23.7% | Added |
| Pin Oak Investment Advisors Inc | 892 | $15.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 944 | $15.6K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $16.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,069 | $17.7K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 996 | $18.0K | 0.00% | −14,471−93.6% | Reduced |
| Global Retirement Partners, LLC | 1,136 | $18.8K | 0.00% | +250+28.2% | Added |
| HHM Wealth Advisors, LLC | 1,210 | $20.1K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,285 | $21.3K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,388 | $23.0K | 0.00% | −126−8.3% | Reduced |
| Allworth Financial LP | 1,487 | $24.6K | 0.00% | −23−1.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,479 | $25.0K | 0.00% | −111−7.0% | Reduced |
| Tyler-Stone Wealth Management | 1,680 | $28.0K | 0.02% | +1,680 | New |
| Manchester Capital Management LLC | 1,787 | $29.6K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,870 | $31.0K | 0.00% | −2,203−54.1% | Reduced |
| Strategic Investment Solutions, Inc. | 1,798 | $32.2K | 0.01% | −1,000−35.7% | Reduced |
| Banque Cantonale Vaudoise | 2,018 | $33.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,128 | $35.0K | 0.01% | +324+18.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,467 | $40.9K | 0.00% | +1,837+291.6% | Added |
| ORG Partners LLC | 2,501 | $41.9K | 0.01% | +2,501 | New |
| UniSuper Management Pty Ltd | 2,600 | $43.1K | 0.00% | +2,600 | New |
| EverSource Wealth Advisors, LLC | 2,800 | $46.4K | 0.01% | −753−21.2% | Reduced |
| Harbour Investments, Inc. | 2,840 | $47.1K | 0.00% | +2,140+305.7% | Added |
| Quadrant Capital Group LLC | 3,041 | $50.4K | 0.00% | +3+0.1% | Added |
| Quent Capital, LLC | 3,253 | $53.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,714 | $61.5K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,562 | $76.0K | 0.00% | −14,268−75.8% | Reduced |
| Global Financial Private Client, LLC | 4,610 | $78.0K | 0.04% | +4,610 | New |
| Spire Wealth Management | 5,000 | $82.8K | 0.00% | +4,800+2,400.0% | Added |
| SRS Capital Advisors, Inc. | 5,056 | $83.8K | 0.01% | +268+5.6% | Added |
| Ancora Advisors, LLC | 5,060 | $83.8K | 0.00% | +4,960+4,960.0% | Added |
| Gulf International Bank (UK) Ltd | 5,100 | $84.0K | 0.00% | +5,100 | New |