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 |
|---|---|---|---|---|---|
| Maryland Capital Advisors Inc. | 30 | $514 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 27 | $462 | 0.00% | +17+170.0% | Added |
| ORG Partners LLC | 27 | $461 | 0.00% | −2,474−98.9% | Reduced |
| St Germain D J Co Inc | 20 | $342 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $189 | 0.00% | −10−47.6% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $171 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 8 | $137 | 0.00% | +8 | New |
| Crewe Advisors LLC | 7 | $120 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $86 | 0.00% | −4−44.4% | Reduced |
| Abound Wealth Management | 4 | $69 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4 | $69 | 0.00% | +4 | New |
| Retirement Group, LLC | 3 | $51 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $35 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1 | $17 | 0.00% | +1 | New |
| 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 |
| Wit, LLC | 43 | – | – | +12+38.7% | Added |
| Clear Street LLC | 0 | $0 | 0.00% | −274,800−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −166,889−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −165,305−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −117,538−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −76,282−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −67,090−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −66,097−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −61,349−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −60,451−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −59,238−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −49,933−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −48,704−100.0% | Sold out |
| Board of Trustees of The Leland Stanford Junior University | 0 | $0 | 0.00% | −39,589−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −37,178−100.0% | Sold out |
| Brandywine Trust Co | 0 | $0 | 0.00% | −33,358−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −32,931−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −29,186−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −22,100−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −21,680−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −20,030−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −19,600−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −17,067−100.0% | Sold out |
| Liberty Mutual Group Asset Management Inc. | 0 | $0 | 0.00% | −16,731−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,298−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −15,048−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −13,515−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −13,212−100.0% | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −12,758−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −11,839−100.0% | Sold out |
| Vetamer Capital Management, L.P. | 0 | $0 | 0.00% | −11,492−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −10,991−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −8,976−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −5,912−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −892−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| EA Series Trust | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |