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, Q4 2023
Institutional positions in UiPath, Inc. as of Dec 31, 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
- 499
- +87 vs. Q3 2023
- Shares held
- 342.2M
- +6.36M (+1.9%) vs. Q3 2023
- Total value
- $8.50B
- +$2.75B (+47.8%) vs. Q3 2023
- New holders
- 130
- 183 more added
- Sold out
- 43
- 133 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding UiPath, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 8 | $0 | 0.00% | −6,657−99.9% | Reduced |
| Lazard Asset Management LLC | 31 | $0 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $75 | 0.00% | +3 | New |
| True Wealth Design, LLC | 4 | $100 | 0.00% | +2+100.0% | Added |
| SJS Investment Consulting Inc. | 5 | $125 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 8 | $199 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $199 | 0.00% | +8 | New |
| Berkshire Capital Holdings Inc | 10 | $248 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $274 | 0.00% | 00.0% | Unchanged |
| Wit, LLC | 14 | $338 | 0.01% | −29−67.4% | Reduced |
| Larson Financial Group LLC | 14 | $348 | 0.00% | −61−81.3% | Reduced |
| St Germain D J Co Inc | 20 | $497 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 27 | $671 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 34 | $845 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 36 | $895 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 42 | $1.04K | 0.00% | −117−73.6% | Reduced |
| Sachetta, LLC | 47 | $1.17K | 0.00% | +47 | New |
| Financial Perspectives, Inc | 48 | $1.19K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 48 | $1.19K | 0.00% | +48 | New |
| West Branch Capital LLC | 50 | $1.24K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 50 | $1.24K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 50 | $1.24K | 0.00% | +50 | New |
| Abound Wealth Management | 53 | $1.32K | 0.00% | +49+1,225.0% | Added |
| Rise Advisors, LLC | 55 | $1.37K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 57 | $1.45K | 0.00% | +57 | New |
| Heritage Wealth Advisors | 75 | $1.86K | 0.00% | +75 | New |
| NBC Securities, Inc. | 100 | $2.00K | 0.00% | −25−20.0% | Reduced |
| Strategic Investment Solutions, Inc. | 83 | $2.06K | 0.00% | −25,117−99.7% | Reduced |
| Fortitude Family Office, LLC | 84 | $2.09K | 0.00% | +84 | New |
| Dunhill Financial, LLC | 92 | $2.29K | 0.00% | +92 | New |
| WealthCollab, LLC | 98 | $2.44K | 0.00% | +98 | New |
| Nalls Sherbakoff Group, LLC | 100 | $2.48K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 100 | $2.48K | 0.00% | +100 | New |
| Pathway Financial Advisers, LLC | 100 | $2.48K | 0.00% | +100 | New |
| Toth Financial Advisory Corp | 101 | $2.51K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 110 | $2.73K | 0.00% | −90−45.0% | Reduced |
| Private Trust Co NA | 120 | $2.98K | 0.00% | +120 | New |
| VitalStone Financial, LLC | 125 | $3.00K | 0.00% | −300−70.6% | Reduced |
| Hantz Financial Services, Inc. | 130 | $3.00K | 0.00% | −9−6.5% | Reduced |
| Private Wealth Management Group, LLC | 122 | $3.03K | 0.00% | +122 | New |
| ORG Partners LLC | 127 | $3.15K | 0.00% | +100+370.4% | Added |
| Cape Investment Advisory, Inc. | 140 | $3.48K | 0.00% | +140 | New |
| Huntington National Bank | 145 | $3.60K | 0.00% | +113+353.1% | Added |
| Brown, Lisle/Cummings, Inc. | 150 | $3.73K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 158 | $3.92K | 0.00% | +158 | New |
| TSFG, LLC | 142 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 166 | $4.12K | 0.00% | −122−42.4% | Reduced |
| Bogart Wealth, LLC | 200 | $4.97K | 0.00% | +200 | New |
| Tower Research Capital LLC (TRC) | 214 | $5.32K | 0.00% | −1,897−89.9% | Reduced |
| Sunbelt Securities, Inc. | 236 | $5.86K | 0.00% | +130+122.6% | Added |
| Geneos Wealth Management Inc. | 263 | $6.53K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 263 | $6.53K | 0.00% | +263 | New |
| Riggs Asset Managment Co. Inc. | 274 | $6.81K | 0.00% | +274 | New |
| Rakuten Investment Management, Inc. | 278 | $7.09K | 0.00% | +278 | New |
| Loomis Sayles & Co L P | 311 | $8.00K | 0.00% | −202−39.4% | Reduced |
| Principal Securities, Inc. | 394 | $9.79K | 0.00% | +394 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 393 | $10.0K | 0.00% | −23,595−98.4% | Reduced |
| Jefferies Financial Group Inc. | 410 | $10.2K | 0.00% | +410 | New |
| First Beijing Investment Ltd | 471 | $11.7K | 0.00% | +471 | New |
| Desjardins Global Asset Management Inc. | 481 | $11.9K | 0.00% | −899−65.1% | Reduced |
| Bell Investment Advisors, Inc | 481 | $11.9K | 0.00% | −41−7.9% | Reduced |
| Glassman Wealth Services | 514 | $12.8K | 0.00% | −40−7.2% | Reduced |
| Valley National Advisers Inc | 560 | $13.0K | 0.00% | −2−0.4% | Reduced |
| Creekmur Asset Management LLC | 526 | $13.1K | 0.00% | +526 | New |
| Parkside Financial Bank & Trust | 551 | $13.7K | 0.00% | +253+84.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 593 | $14.7K | 0.01% | −180−23.3% | Reduced |
| CKW Financial Group | 619 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 597 | $15.0K | 0.00% | +1+0.2% | Added |
| Eagle Bay Advisors LLC | 678 | $16.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 750 | $18.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 760 | $18.9K | 0.00% | +760 | New |
| Covestor Ltd | 759 | $19.0K | 0.01% | +9+1.2% | Added |
| Caitlin John, LLC | 782 | $19.4K | 0.02% | +782 | New |
| Newbridge Financial Services Group, Inc. | 833 | $20.7K | 0.01% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 857 | $21.3K | 0.00% | +857 | New |
| Sandy Spring Bank | 944 | $23.4K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $24.8K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,000 | $24.8K | 0.01% | +1,000 | New |
| Retirement Group, LLC | 1,003 | $24.9K | 0.01% | +1,000+33,333.3% | Added |
| Resurgent Financial Advisors LLC | 1,006 | $25.0K | 0.02% | −330−24.7% | Reduced |
| HighMark Wealth Management LLC | 1,075 | $26.7K | 0.02% | +1,075 | New |
| Global Retirement Partners, LLC | 1,302 | $28.8K | 0.00% | +73+5.9% | Added |
| Cypress Capital Management LLC (WY) | 1,160 | $28.8K | 0.03% | +1,160 | New |
| Benjamin Edwards Inc | 1,176 | $29.0K | 0.01% | −1,042−47.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,149 | $29.0K | 0.00% | −130−10.2% | Reduced |
| HHM Wealth Advisors, LLC | 1,210 | $30.1K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,288 | $31.0K | 0.00% | +1,288 | New |
| EntryPoint Capital, LLC | 1,264 | $31.4K | 0.03% | +1,264 | New |
| JJJ Advisors Inc. | 1,285 | $31.9K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,388 | $34.5K | 0.00% | −254−15.5% | Reduced |
| GAMMA Investing LLC | 1,572 | $36.1K | 0.01% | +1,572 | New |
| IFP Advisors, Inc | 1,497 | $37.2K | 0.00% | +1,040+227.6% | Added |
| Mango Five Family, Inc. | 1,600 | $39.7K | 0.01% | +1,600 | New |
| FNY Investment Advisers, LLC | 1,650 | $40.0K | 0.04% | +1,650 | New |
| Allworth Financial LP | 1,635 | $40.6K | 0.00% | +37+2.3% | Added |
| FSC Wealth Advisors, LLC | 1,737 | $43.1K | 0.03% | +1,737 | New |
| Manchester Capital Management LLC | 1,787 | $44.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,000 | $49.7K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 2,000 | $49.7K | 0.01% | +2,000 | New |