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, Q3 2023
Institutional positions in UiPath, Inc. as of Sep 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
- 418
- +10 vs. Q2 2023
- Shares held
- 335.9M
- −967.8K (−0.3%) vs. Q2 2023
- Total value
- $5.75B
- +$166.6M (+3.0%) vs. Q2 2023
- New holders
- 58
- 147 more added
- Sold out
- 48
- 143 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding UiPath, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 31 | $0 | 0.00% | +31 | New |
| Avion Wealth | 30 | $0 | 0.00% | +30 | New |
| Steward Financial Group LLC | 39 | $0 | 0.00% | +39 | New |
| Cary Street Partner Investment Advisory LLC | 1 | $17 | 0.00% | +1 | New |
| True Wealth Design, LLC | 2 | $35 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 3 | $51 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $69 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4 | $69 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $86 | 0.00% | −4−44.4% | Reduced |
| Crewe Advisors LLC | 7 | $120 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 8 | $137 | 0.00% | +8 | New |
| Berkshire Capital Holdings Inc | 10 | $171 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $189 | 0.00% | −10−47.6% | Reduced |
| St Germain D J Co Inc | 20 | $342 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 27 | $461 | 0.00% | −2,474−98.9% | Reduced |
| Versant Capital Management, Inc | 27 | $462 | 0.00% | +17+170.0% | Added |
| Maryland Capital Advisors Inc. | 30 | $514 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 32 | $548 | 0.00% | −1−3.0% | Reduced |
| Zions Bancorporation, N.A. | 34 | $582 | 0.00% | +34 | New |
| Nemes Rush Group LLC | 36 | $616 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 48 | $821 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $856 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $856 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 50 | $856 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 55 | $941 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 70 | $1.21K | 0.00% | +70 | New |
| Larson Financial Group LLC | 75 | $1.28K | 0.00% | −100−57.1% | Reduced |
| Sutton Wealth Advisors Inc. | 86 | $1.47K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 100 | $1.71K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $1.71K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 101 | $1.73K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 106 | $1.81K | 0.00% | +50+89.3% | Added |
| Hantz Financial Services, Inc. | 139 | $2.00K | 0.00% | −21−13.1% | Reduced |
| TSFG, LLC | 142 | $2.00K | 0.00% | −20−12.3% | Reduced |
| NBC Securities, Inc. | 125 | $2.00K | 0.00% | +125 | New |
| AlphaMark Advisors, LLC | 112 | $2.00K | 0.00% | +112 | New |
| Farther Finance Advisors, LLC | 119 | $2.04K | 0.00% | −10−7.8% | Reduced |
| Baker Avenue Asset Management, LP | 136 | $2.33K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 150 | $2.57K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 159 | $2.72K | 0.00% | −269−62.9% | Reduced |
| Tucker Asset Management LLC | 200 | $3.42K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 200 | $3.42K | 0.00% | +200 | New |
| Northwest Capital Management Inc | 228 | $3.90K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 234 | $4.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 237 | $4.05K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 263 | $4.50K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 288 | $4.93K | 0.00% | +150+108.7% | Added |
| Hazlett, Burt & Watson, Inc. | 300 | $5.00K | 0.00% | +300 | New |
| Parkside Financial Bank & Trust | 298 | $5.10K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 330 | $5.65K | 0.00% | +330 | New |
| Buck Wealth Strategies, LLC | 400 | $6.84K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 425 | $7.00K | 0.01% | +10+2.4% | Added |
| IFP Advisors, Inc | 457 | $7.82K | 0.00% | +256+127.4% | Added |
| Bell Investment Advisors, Inc | 522 | $8.93K | 0.00% | −20−3.7% | Reduced |
| Loomis Sayles & Co L P | 513 | $9.00K | 0.00% | +309+151.5% | Added |
| Glassman Wealth Services | 554 | $9.48K | 0.00% | +328+145.1% | Added |
| Banque Cantonale Vaudoise | 587 | $10.0K | 0.00% | −1,431−70.9% | Reduced |
| Ci Investments Inc. | 596 | $10.0K | 0.00% | +69+13.1% | Added |
| Valley National Advisers Inc | 562 | $10.0K | 0.00% | +90+19.1% | Added |
| Performa Ltd (US), LLC | 600 | $10.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 605 | $10.4K | 0.00% | +330+120.0% | Added |
| FWL Investment Management, LLC | 615 | $10.5K | 0.01% | −126,197−99.5% | Reduced |
| CKW Financial Group | 619 | $11.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 678 | $11.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 750 | $12.8K | 0.00% | +600+400.0% | Added |
| Covestor Ltd | 750 | $13.0K | 0.01% | −8−1.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 773 | $13.2K | 0.01% | −125−13.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 833 | $14.3K | 0.01% | +333+66.6% | Added |
| VisionPoint Advisory Group, LLC | 889 | $15.2K | 0.01% | −53,544−98.4% | Reduced |
| Sandy Spring Bank | 944 | $16.2K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $17.1K | 0.01% | +1,000 | New |
| Riverview Trust Co | 1,069 | $18.3K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 1,171 | $20.0K | 0.00% | +840+253.8% | Added |
| Global Retirement Partners, LLC | 1,229 | $20.5K | 0.00% | +93+8.2% | Added |
| HHM Wealth Advisors, LLC | 1,210 | $20.7K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,285 | $22.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,279 | $22.0K | 0.00% | −200−13.5% | Reduced |
| Resurgent Financial Advisors LLC | 1,336 | $22.9K | 0.02% | +1,336 | New |
| Desjardins Global Asset Management Inc. | 1,380 | $23.6K | 0.00% | +1,380 | New |
| Allworth Financial LP | 1,598 | $27.3K | 0.00% | +111+7.5% | Added |
| Lindbrook Capital, LLC | 1,642 | $28.1K | 0.00% | +254+18.3% | Added |
| Tyler-Stone Wealth Management | 1,680 | $29.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,787 | $30.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,000 | $34.2K | 0.00% | +1,905+2,005.3% | Added |
| Tower Research Capital LLC (TRC) | 2,111 | $36.1K | 0.00% | −5,445−72.1% | Reduced |
| Advisors Asset Management, Inc. | 2,146 | $36.7K | 0.00% | +276+14.8% | Added |
| Benjamin Edwards Inc | 2,218 | $38.0K | 0.01% | +90+4.2% | Added |
| Steward Partners Investment Advisory, LLC | 2,367 | $40.5K | 0.00% | −100−4.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,419 | $41.4K | 0.01% | +2,419 | New |
| UniSuper Management Pty Ltd | 2,600 | $44.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,681 | $45.9K | 0.01% | −2,375−47.0% | Reduced |
| Quarry LP | 2,695 | $46.1K | 0.03% | +2,695 | New |
| EverSource Wealth Advisors, LLC | 2,739 | $46.9K | 0.00% | −61−2.2% | Reduced |
| Quadrant Capital Group LLC | 3,013 | $51.6K | 0.01% | −28−0.9% | Reduced |
| Clearstead Advisors, LLC | 3,084 | $52.8K | 0.00% | −630−17.0% | Reduced |
| Quent Capital, LLC | 3,253 | $55.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,550 | $60.7K | 0.00% | +710+25.0% | Added |
| C M Bidwell & Associates Ltd | 3,658 | $62.6K | 0.05% | −2,435−40.0% | Reduced |
| Ronald Blue Trust, Inc. | 4,273 | $71.0K | 0.00% | +3,277+329.0% | Added |