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 |
|---|---|---|---|---|---|
| Motley Fool Asset Management LLC | 10,076 | $172.4K | 0.01% | −89−0.9% | Reduced |
| Private Advisor Group, LLC | 10,021 | $171.5K | 0.00% | +10,021 | New |
| Vestcor Inc | 9,891 | $169.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,140 | $165.2K | 0.02% | +10,140 | New |
| Comerica Bank | 9,083 | $155.4K | 0.00% | +9,083 | New |
| CWM, LLC | 8,799 | $151.0K | 0.00% | +1,439+19.6% | Added |
| Central Trust Co | 8,420 | $144.1K | 0.00% | +8,420 | New |
| Caldwell Sutter Capital, Inc. | 8,398 | $143.7K | 0.08% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 8,200 | $140.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7,110 | $121.7K | 0.01% | +2,000+39.1% | Added |
| Bessemer Group Inc | 6,665 | $114.0K | 0.00% | −13,526−67.0% | Reduced |
| First Horizon Advisors, Inc. | 6,658 | $113.9K | 0.00% | −2,221−25.0% | Reduced |
| Ostrum Asset Management | 6,206 | $106.2K | 0.01% | −43−0.7% | Reduced |
| Global Financial Private Client, LLC | 5,705 | $98.4K | 0.05% | +1,095+23.8% | Added |
| American International Group, Inc. | 5,745 | $98.3K | 0.00% | −391−6.4% | Reduced |
| Credit Agricole S A | 5,683 | $97.2K | 0.00% | +5,683 | New |
| Ancora Advisors, LLC | 5,060 | $86.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,273 | $71.0K | 0.00% | +3,277+329.0% | Added |
| C M Bidwell & Associates Ltd | 3,658 | $62.6K | 0.05% | −2,435−40.0% | Reduced |
| Harbour Investments, Inc. | 3,550 | $60.7K | 0.00% | +710+25.0% | Added |
| Quent Capital, LLC | 3,253 | $55.7K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,084 | $52.8K | 0.00% | −630−17.0% | Reduced |
| Quadrant Capital Group LLC | 3,013 | $51.6K | 0.01% | −28−0.9% | Reduced |
| EverSource Wealth Advisors, LLC | 2,739 | $46.9K | 0.00% | −61−2.2% | Reduced |
| Quarry LP | 2,695 | $46.1K | 0.03% | +2,695 | New |
| SRS Capital Advisors, Inc. | 2,681 | $45.9K | 0.01% | −2,375−47.0% | Reduced |
| UniSuper Management Pty Ltd | 2,600 | $44.5K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,419 | $41.4K | 0.01% | +2,419 | New |
| Steward Partners Investment Advisory, LLC | 2,367 | $40.5K | 0.00% | −100−4.1% | Reduced |
| Benjamin Edwards Inc | 2,218 | $38.0K | 0.01% | +90+4.2% | Added |
| Advisors Asset Management, Inc. | 2,146 | $36.7K | 0.00% | +276+14.8% | Added |
| Tower Research Capital LLC (TRC) | 2,111 | $36.1K | 0.00% | −5,445−72.1% | Reduced |
| Fifth Third Bancorp | 2,000 | $34.2K | 0.00% | +1,905+2,005.3% | Added |
| Manchester Capital Management LLC | 1,787 | $30.6K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,680 | $29.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,642 | $28.1K | 0.00% | +254+18.3% | Added |
| Allworth Financial LP | 1,598 | $27.3K | 0.00% | +111+7.5% | Added |
| Desjardins Global Asset Management Inc. | 1,380 | $23.6K | 0.00% | +1,380 | New |
| Resurgent Financial Advisors LLC | 1,336 | $22.9K | 0.02% | +1,336 | New |
| Benjamin F. Edwards & Company, Inc. | 1,279 | $22.0K | 0.00% | −200−13.5% | Reduced |
| JJJ Advisors Inc. | 1,285 | $22.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,210 | $20.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,229 | $20.5K | 0.00% | +93+8.2% | Added |
| Stephens Inc | 1,171 | $20.0K | 0.00% | +840+253.8% | Added |
| Riverview Trust Co | 1,069 | $18.3K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $17.1K | 0.01% | +1,000 | New |
| Sandy Spring Bank | 944 | $16.2K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 889 | $15.2K | 0.01% | −53,544−98.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 833 | $14.3K | 0.01% | +333+66.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 773 | $13.2K | 0.01% | −125−13.9% | Reduced |
| Covestor Ltd | 750 | $13.0K | 0.01% | −8−1.1% | Reduced |
| Colonial Trust Advisors | 750 | $12.8K | 0.00% | +600+400.0% | Added |
| Eagle Bay Advisors LLC | 678 | $11.6K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 619 | $11.0K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 615 | $10.5K | 0.01% | −126,197−99.5% | Reduced |
| GWM Advisors LLC | 605 | $10.4K | 0.00% | +330+120.0% | Added |
| Performa Ltd (US), LLC | 600 | $10.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| Glassman Wealth Services | 554 | $9.48K | 0.00% | +328+145.1% | Added |
| Loomis Sayles & Co L P | 513 | $9.00K | 0.00% | +309+151.5% | Added |
| Bell Investment Advisors, Inc | 522 | $8.93K | 0.00% | −20−3.7% | Reduced |
| IFP Advisors, Inc | 457 | $7.82K | 0.00% | +256+127.4% | Added |
| VitalStone Financial, LLC | 425 | $7.00K | 0.01% | +10+2.4% | Added |
| Buck Wealth Strategies, LLC | 400 | $6.84K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 330 | $5.65K | 0.00% | +330 | New |
| Parkside Financial Bank & Trust | 298 | $5.10K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 300 | $5.00K | 0.00% | +300 | New |
| Massmutual Trust Co FSB | 288 | $4.93K | 0.00% | +150+108.7% | Added |
| Geneos Wealth Management Inc. | 263 | $4.50K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 237 | $4.05K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 234 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 228 | $3.90K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 200 | $3.42K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 200 | $3.42K | 0.00% | +200 | New |
| Concord Wealth Partners | 159 | $2.72K | 0.00% | −269−62.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 150 | $2.57K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 136 | $2.33K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 119 | $2.04K | 0.00% | −10−7.8% | Reduced |
| 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 |
| Sunbelt Securities, Inc. | 106 | $1.81K | 0.00% | +50+89.3% | Added |
| Toth Financial Advisory Corp | 101 | $1.73K | 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 |
| Sutton Wealth Advisors Inc. | 86 | $1.47K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 75 | $1.28K | 0.00% | −100−57.1% | Reduced |
| Headinvest, LLC | 70 | $1.21K | 0.00% | +70 | New |
| Capital Advisors, Ltd. LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 55 | $941 | 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 |
| Financial Perspectives, Inc | 48 | $821 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 36 | $616 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 34 | $582 | 0.00% | +34 | New |
| Huntington National Bank | 32 | $548 | 0.00% | −1−3.0% | Reduced |