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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 8,398 | $139.2K | 0.07% | +8,398 | New |
| Compagnie Lombard Odier SCmA | 8,200 | $135.9K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 7,589 | $125.8K | 0.00% | −142,894−95.0% | Reduced |
| Tower Research Capital LLC (TRC) | 7,556 | $125.2K | 0.00% | −52,100−87.3% | Reduced |
| CWM, LLC | 7,360 | $122.0K | 0.00% | +2,340+46.6% | Added |
| Ostrum Asset Management | 6,249 | $103.5K | 0.01% | +6,249 | New |
| American International Group, Inc. | 6,136 | $101.7K | 0.00% | +2,176+54.9% | Added |
| C M Bidwell & Associates Ltd | 6,093 | $101.0K | 0.07% | +5,891+2,916.3% | Added |
| Castleview Partners, LLC | 5,912 | $98.0K | 0.09% | +5,912 | New |
| State of Wyoming | 5,639 | $93.4K | 0.03% | +4,200+291.9% | Added |
| AdvisorNet Financial, Inc | 5,110 | $84.7K | 0.01% | +2,010+64.8% | Added |
| Gulf International Bank (UK) Ltd | 5,100 | $84.0K | 0.00% | +5,100 | New |
| Ancora Advisors, LLC | 5,060 | $83.8K | 0.00% | +4,960+4,960.0% | Added |
| SRS Capital Advisors, Inc. | 5,056 | $83.8K | 0.01% | +268+5.6% | Added |
| Spire Wealth Management | 5,000 | $82.8K | 0.00% | +4,800+2,400.0% | Added |
| Global Financial Private Client, LLC | 4,610 | $78.0K | 0.04% | +4,610 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 4,562 | $76.0K | 0.00% | −14,268−75.8% | Reduced |
| Clearstead Advisors, LLC | 3,714 | $61.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,253 | $53.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,041 | $50.4K | 0.00% | +3+0.1% | Added |
| Harbour Investments, Inc. | 2,840 | $47.1K | 0.00% | +2,140+305.7% | Added |
| EverSource Wealth Advisors, LLC | 2,800 | $46.4K | 0.01% | −753−21.2% | Reduced |
| UniSuper Management Pty Ltd | 2,600 | $43.1K | 0.00% | +2,600 | New |
| ORG Partners LLC | 2,501 | $41.9K | 0.01% | +2,501 | New |
| Steward Partners Investment Advisory, LLC | 2,467 | $40.9K | 0.00% | +1,837+291.6% | Added |
| Benjamin Edwards Inc | 2,128 | $35.0K | 0.01% | +324+18.0% | Added |
| Banque Cantonale Vaudoise | 2,018 | $33.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,798 | $32.2K | 0.01% | −1,000−35.7% | Reduced |
| Advisors Asset Management, Inc. | 1,870 | $31.0K | 0.00% | −2,203−54.1% | Reduced |
| Manchester Capital Management LLC | 1,787 | $29.6K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,680 | $28.0K | 0.02% | +1,680 | New |
| Benjamin F. Edwards & Company, Inc. | 1,479 | $25.0K | 0.00% | −111−7.0% | Reduced |
| Allworth Financial LP | 1,487 | $24.6K | 0.00% | −23−1.5% | Reduced |
| Lindbrook Capital, LLC | 1,388 | $23.0K | 0.00% | −126−8.3% | Reduced |
| JJJ Advisors Inc. | 1,285 | $21.3K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,210 | $20.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,136 | $18.8K | 0.00% | +250+28.2% | Added |
| Ronald Blue Trust, Inc. | 996 | $18.0K | 0.00% | −14,471−93.6% | Reduced |
| Riverview Trust Co | 1,069 | $17.7K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 1,000 | $16.6K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 944 | $15.6K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 892 | $15.0K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 898 | $14.9K | 0.01% | +172+23.7% | Added |
| IFP Advisors, Inc | 201 | $13.9K | 0.00% | −2,214−91.7% | Reduced |
| Covestor Ltd | 758 | $13.0K | 0.01% | −7−0.9% | Reduced |
| Eagle Bay Advisors LLC | 678 | $11.2K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 619 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Bell Investment Advisors, Inc | 542 | $8.98K | 0.00% | −39−6.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 500 | $8.29K | 0.00% | +500 | New |
| Valley National Advisers Inc | 472 | $8.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 428 | $7.09K | 0.00% | +159+59.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 393 | $7.00K | 0.00% | +393 | New |
| Buck Wealth Strategies, LLC | 400 | $6.63K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 331 | $5.49K | 0.00% | −40−10.8% | Reduced |
| Parkside Financial Bank & Trust | 298 | $4.94K | 0.00% | +16+5.7% | Added |
| GWM Advisors LLC | 275 | $4.56K | 0.00% | −2,472−90.0% | Reduced |
| Geneos Wealth Management Inc. | 263 | $4.36K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 237 | $3.93K | 0.00% | +237 | New |
| Allspring Global Investments Holdings, LLC | 234 | $3.88K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 228 | $3.78K | 0.00% | +228 | New |
| Glassman Wealth Services | 226 | $3.75K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 200 | $3.31K | 0.00% | +200 | New |
| 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 |
| Larson Financial Group LLC | 175 | $2.90K | 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 |
| Kistler-Tiffany Companies, LLC | 139 | $2.30K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 138 | $2.29K | 0.00% | +114+475.0% | Added |
| Baker Avenue Asset Management, LP | 136 | $2.25K | 0.00% | −17−11.1% | Reduced |
| Farther Finance Advisors, LLC | 129 | $2.14K | 0.00% | −2,225−94.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 150 | $2.00K | 0.00% | +150 | New |
| Nalls Sherbakoff Group, LLC | 100 | $1.79K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 101 | $1.67K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $1.66K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 95 | $1.57K | 0.00% | +95 | New |
| Brown Brothers Harriman & Co | 91 | $1.51K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 86 | $1.43K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 75 | $1.24K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 60 | $995 | 0.00% | +60 | New |
| Sunbelt Securities, Inc. | 56 | $928 | 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 |
| 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 |
| Financial Perspectives, Inc | 48 | $795 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 36 | $597 | 0.00% | +36 | New |
| Huntington National Bank | 33 | $547 | 0.00% | −8−19.5% | Reduced |
| Wit, LLC | 31 | $509 | 0.01% | +31 | New |
| Maryland Capital Advisors Inc. | 30 | $498 | 0.00% | +30 | New |
| Private Trust Co NA | 21 | $348 | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 21 | $348 | 0.00% | +21 | New |
| St Germain D J Co Inc | 20 | $331 | 0.00% | +20 | New |