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.

Q3 2023 vs. Q2 2023

How the institutions holding UiPath, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of PATH: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders4113418+10
Shares337.0M137.2K335.9M−967.8K (−0.3%)
Value$5.59B$2.27M$5.75B+$166.6M (+3.0%)

3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (58)

Institutions that held UiPath, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to PATH in Q3 2023
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC429,142$7.34M0.02%
Bokf, NA170,117$2.64M0.06%
Mackenzie Financial Corp147,268$2.36M0.00%
Pictet Asset Management Holding SA121,816$2.08M0.00%
CIBC Private Wealth Group, LLC105,394$1.80M0.00%
UBS Oconnor LLC97,500$1.67M0.03%
Qsemble Capital Management, LP82,800$1.42M0.26%
Prescott Group Capital Management, L.L.C.60,000$1.03M0.23%
Vident Advisory, LLC55,199$944.5K0.03%
Merlin Capital LLC50,442$863.1K3.23%
STRS Ohio45,964$786.0K0.00%
ExodusPoint Capital Management, LP42,586$729.0K0.01%
Axq Capital, LP39,600$677.6K0.24%
Tudor Investment Corp Et Al37,568$642.8K0.01%
Y-Intercept (Hong Kong) Ltd35,310$604.2K0.06%
Virtu Financial LLC31,724$543.0K0.05%
Wealth Enhancement Advisory Services, LLC30,689$525.1K0.00%
Sherbrooke Park Advisers LLC30,295$518.3K0.17%
William Marsh Rice University30,120$515.4K0.41%
Magnetar Financial LLC29,493$504.6K0.01%
XTX Topco Ltd26,882$460.0K0.08%
Pathstone Family Office, LLC25,178$430.8K0.00%
Teza Capital Management LLC23,309$398.8K0.06%
Bayesian Capital Management, LP23,300$398.7K0.05%
Capital CS Group, LLC22,422$383.6K0.46%
Rathbone Brothers plc19,235$329.1K0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.17,368$297.0K0.00%
Sciencast Management LP16,800$287.4K0.13%
E. Ohman J:or Asset Management AB16,600$284.0K0.01%
NinePointTwo Capital16,109$275.0K0.11%
Appleton Group, LLC14,738$252.2K0.88%
Intech Investment Management LLC13,898$237.8K0.00%
HRT Financial LP13,671$233.0K0.00%
Brevan Howard Capital Management LP12,716$217.6K0.06%
O'Shaughnessy Asset Management, LLC11,847$202.7K0.00%
Private Advisor Group, LLC10,021$171.5K0.00%
International Assets Investment Management, LLC10,140$165.2K0.02%
Comerica Bank9,083$155.4K0.00%
Central Trust Co8,420$144.1K0.00%
Credit Agricole S A5,683$97.2K0.00%
Quarry LP2,695$46.1K0.03%
Householder Group Estate & Retirement Specialist, LLC2,419$41.4K0.01%
Desjardins Global Asset Management Inc.1,380$23.6K0.00%
Resurgent Financial Advisors LLC1,336$22.9K0.02%
Orion Capital Management LLC1,000$17.1K0.01%
Grove Bank & Trust330$5.65K0.00%
Hazlett, Burt & Watson, Inc.300$5.00K0.00%
Flaharty Asset Management, LLC200$3.42K0.00%
NBC Securities, Inc.125$2.00K0.00%
AlphaMark Advisors, LLC112$2.00K0.00%
Headinvest, LLC70$1.21K0.00%
Zions Bancorporation, N.A.34$5820.00%
Addison Advisors LLC8$1370.00%
Atwood & Palmer Inc4$690.00%
Cary Street Partner Investment Advisory LLC1$170.00%
Lazard Asset Management LLC31$00.00%
Avion Wealth30$00.00%
Steward Financial Group LLC39$00.00%

Sold out (48)

Institutions that held UiPath, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of PATH in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Clear Street LLC274,800$4.55M
Brookfield Asset Management Inc.166,889$2.77M
Jacobs Levy Equity Management, Inc165,305$2.74M
Weiss Multi-Strategy Advisers LLC117,538$1.95M
Gsa Capital Partners LLP76,282$1.26M
Jump Financial, LLC67,090$1.11M
Highland Capital Management, LLC66,097$1.10M
Janney Montgomery Scott LLC61,349$1.02M
Dynamic Technology Lab Private Ltd60,451$1.00M
Koss-Olinger Consulting, LLC60,000$994.0K
Cubist Systematic Strategies, LLC59,238$981.6K
Continuum Advisory, LLC49,933$827.4K
Vident Investment Advisory, LLC48,704$805.5K
Board of Trustees of The Leland Stanford Junior University39,589$656.0K
Prelude Capital Management, LLC37,178$616.0K
Brandywine Trust Co33,358$552.7K
Sentry Investment Management LLC32,931$546.0K
Corton Capital Inc.29,186$483.6K
Symmetry Investments LP25,000$414.3K
Public Sector Pension Investment Board22,100$366.2K
Citizens Financial Group Inc21,680$359.2K
HAP Trading, LLC20,030$331.9K
AdvisorShares Investments LLC19,600$324.8K
Diversified Trust Co17,067$282.8K
Liberty Mutual Group Asset Management Inc.16,731$277.2K
Engineers Gate Manager LP15,298$253.5K
Delphia (USA) Inc.15,048$249.3K
Fox Run Management, L.L.C.13,515$223.9K
Cetera Advisors LLC13,212$218.9K
Vanderbilt University12,758$211.4K
AQR Capital Management LLC11,839$196.2K
Vetamer Capital Management, L.P.11,492$190.4K
Greenland Capital Management LP11,000$182.3K
Nebula Research & Development LLC10,991$182.1K
Ossiam8,976$148.7K
Castleview Partners, LLC5,912$98.0K
Albion Financial Group1,000$16.6K
Pin Oak Investment Advisors Inc892$15.0K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC600$9.94K
Brown Brothers Harriman & Co91$1.51K
Clearview Wealth Advisors LLC75$1.24K
Pittenger & Anderson Inc60$995
TD Private Client Wealth LLC55$911
ICA Group Wealth Management, LLC50$829
Private Trust Co NA21$348
Horan Securities, Inc.11$183
Macroview Investment Management LLC10$166
Disciplined Investments, LLC9$149

Not filed for Q3 2023 yet (3)

Institutions that held UiPath, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PATH in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA125,015$2.07M
EA Series Trust12,060$199.8K
Kistler-Tiffany Companies, LLC139$2.30K