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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 2,089 | $51.9K | 0.00% | +1,855+792.7% | Added |
| SRS Capital Advisors, Inc. | 2,104 | $52.3K | 0.01% | −577−21.5% | Reduced |
| Quarry LP | 2,220 | $55.1K | 0.03% | −475−17.6% | Reduced |
| Advisors Asset Management, Inc. | 2,250 | $55.9K | 0.00% | +104+4.8% | Added |
| Tyler-Stone Wealth Management | 2,280 | $56.6K | 0.03% | +600+35.7% | Added |
| Harbor Investment Advisory, LLC | 2,451 | $60.9K | 0.01% | +2,451 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2,459 | $61.0K | 0.02% | +40+1.7% | Added |
| Farther Finance Advisors, LLC | 2,524 | $62.7K | 0.00% | +2,405+2,021.0% | Added |
| UniSuper Management Pty Ltd | 2,600 | $64.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,781 | $69.1K | 0.01% | +42+1.5% | Added |
| Plato Investment Management Ltd | 2,916 | $72.4K | 0.09% | +2,916 | New |
| Burkett Financial Services, LLC | 2,959 | $73.5K | 0.04% | +2,959 | New |
| Clearstead Advisors, LLC | 3,154 | $78.3K | 0.00% | +70+2.3% | Added |
| Quadrant Capital Group LLC | 3,155 | $78.4K | 0.01% | +142+4.7% | Added |
| Pingora Partners LLC | 3,170 | $78.7K | 0.07% | +3,170 | New |
| Rakuten Securities, Inc. | 3,210 | $79.7K | 0.06% | +3,210 | New |
| Headlands Technologies LLC | 3,223 | $80.1K | 0.02% | +3,223 | New |
| Quent Capital, LLC | 3,369 | $83.7K | 0.01% | +116+3.6% | Added |
| C M Bidwell & Associates Ltd | 3,668 | $91.1K | 0.07% | +10+0.3% | Added |
| Harbour Investments, Inc. | 3,750 | $93.2K | 0.00% | +200+5.6% | Added |
| Steward Partners Investment Advisory, LLC | 3,884 | $96.5K | 0.00% | +1,517+64.1% | Added |
| Credit Agricole S A | 3,950 | $98.1K | 0.00% | −1,733−30.5% | Reduced |
| Central Trust Co | 3,960 | $98.4K | 0.00% | −4,460−53.0% | Reduced |
| Advisory Services Network, LLC | 4,638 | $115.2K | 0.00% | +4,638 | New |
| Ostrum Asset Management | 4,779 | $118.7K | 0.01% | −1,427−23.0% | Reduced |
| First Horizon Advisors, Inc. | 4,793 | $119.1K | 0.00% | −1,865−28.0% | Reduced |
| Ancora Advisors, LLC | 5,110 | $126.9K | 0.00% | +50+1.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,537 | $137.5K | 0.00% | −9,325−62.7% | Reduced |
| American International Group, Inc. | 5,666 | $140.7K | 0.00% | −79−1.4% | Reduced |
| Global Financial Private Client, LLC | 5,920 | $147.1K | 0.07% | +215+3.8% | Added |
| Parallax Volatility Advisers, L.P. | 6,312 | $156.8K | 0.00% | −5,872−48.2% | Reduced |
| Ronald Blue Trust, Inc. | 9,150 | $157.0K | 0.00% | +4,877+114.1% | Added |
| AdvisorNet Financial, Inc | 7,110 | $176.6K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7,398 | $183.8K | 0.09% | −1,000−11.9% | Reduced |
| CWM, LLC | 7,540 | $187.0K | 0.00% | −1,259−14.3% | Reduced |
| Comerica Bank | 7,703 | $191.3K | 0.00% | −1,380−15.2% | Reduced |
| Symmetry Partners, LLC | 8,049 | $205.0K | 0.01% | +8,049 | New |
| Lido Advisors, LLC | 8,503 | $211.2K | 0.00% | +8,503 | New |
| Independent Financial Group, LLC | 8,700 | $216.1K | 0.01% | +8,700 | New |
| Greenleaf Trust | 8,735 | $217.0K | 0.00% | +8,735 | New |
| Jasper Ridge Partners, L.P. | 8,761 | $217.6K | 0.01% | +8,761 | New |
| Liberty Mutual Group Asset Management Inc. | 8,837 | $219.5K | 0.06% | +8,837 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,973 | $222.9K | 0.04% | +8,973 | New |
| Investment Management Corp of Ontario | 9,008 | $223.8K | 0.01% | +9,008 | New |
| IHT Wealth Management, LLC | 9,155 | $227.4K | 0.01% | +9,155 | New |
| Motley Fool Asset Management LLC | 9,174 | $227.9K | 0.02% | −902−9.0% | Reduced |
| Sherbrooke Park Advisers LLC | 9,208 | $228.7K | 0.11% | −21,087−69.6% | Reduced |
| Qtron Investments LLC | 9,309 | $231.2K | 0.04% | +9,309 | New |
| Franklin Resources Inc | 9,664 | $240.1K | 0.00% | +9,664 | New |
| Vestcor Inc | 9,782 | $243.0K | 0.01% | −109−1.1% | Reduced |
| Commerce Bank | 9,797 | $243.4K | 0.00% | +9,797 | New |
| Empowered Funds, LLC | 9,823 | $244.0K | 0.01% | −2,372−19.5% | Reduced |
| National Bank of Canada | 10,415 | $247.8K | 0.00% | +35+0.3% | Added |
| Koss-Olinger Consulting, LLC | 10,000 | $248.0K | 0.02% | +10,000 | New |
| Boothbay Fund Management, LLC | 10,101 | $250.9K | 0.01% | +10,101 | New |
| Macquarie Group Ltd | 10,145 | $252.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 10,184 | $253.0K | 0.00% | +10,184 | New |
| CIBC Asset Management Inc | 10,387 | $258.0K | 0.00% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 10,400 | $258.3K | 0.06% | +10,400 | New |
| Cerity Partners LLC | 10,407 | $258.5K | 0.00% | −1,247−10.7% | Reduced |
| Gsa Capital Partners LLP | 10,410 | $259.0K | 0.02% | +10,410 | New |
| Man Group plc | 10,495 | $260.7K | 0.00% | – | – |
| Mutual Advisors, LLC | 10,571 | $262.6K | 0.01% | −1,024−8.8% | Reduced |
| CIBC World Markets Corp | 10,793 | $268.1K | 0.00% | +10,793 | New |
| B. Metzler seel. Sohn & Co. AG | 11,058 | $274.7K | 0.00% | +11,058 | New |
| Channel Wealth LLC | 11,115 | $276.1K | 0.13% | 00.0% | Unchanged |
| Van Eck Associates Corp | 11,364 | $282.0K | 0.00% | +11,364 | New |
| APG Asset Management N.V. | 12,700 | $285.6K | 0.00% | +2,600+25.7% | Added |
| Alberta Investment Management Corp | 11,500 | $285.7K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 11,663 | $289.7K | 0.02% | −376−3.1% | Reduced |
| Panagora Asset Management Inc | 11,716 | $291.0K | 0.00% | +11,716 | New |
| Cowa, LLC | 12,000 | $298.1K | 0.19% | +12,000 | New |
| Degroof Petercam Asset Management | 12,000 | $298.1K | 0.00% | +12,000 | New |
| Asahi Life Asset Management Co., Ltd. | 12,200 | $303.0K | 0.17% | +12,200 | New |
| Avantax Advisory Services, Inc. | 12,293 | $305.4K | 0.00% | +811+7.1% | Added |
| Sawtooth Solutions, LLC | 12,691 | $315.2K | 0.01% | +598+4.9% | Added |
| Bleakley Financial Group, LLC | 12,691 | $315.2K | 0.01% | +598+4.9% | Added |
| MML Investors Services, LLC | 13,217 | $328.0K | 0.00% | +356+2.8% | Added |
| Acadian Asset Management LLC | 13,244 | $328.0K | 0.00% | +1,537+13.1% | Added |
| Azzad Asset Management Inc | 13,263 | $329.4K | 0.04% | +56+0.4% | Added |
| Whittier Trust Co | 13,861 | $344.3K | 0.01% | −33−0.2% | Reduced |
| CenterBook Partners LP | 14,238 | $353.7K | 0.04% | +14,238 | New |
| Intech Investment Management LLC | 14,324 | $355.8K | 0.01% | +426+3.1% | Added |
| Phoenix Wealth Advisors | 14,952 | $355.9K | 0.25% | −335−2.2% | Reduced |
| Steel Peak Wealth Management LLC | 14,443 | $358.8K | 0.02% | −1,018−6.6% | Reduced |
| Vista Wealth Management Group, LLC | 14,875 | $369.5K | 0.03% | −13,947−48.4% | Reduced |
| JFG Wealth Management, LLC | 15,000 | $372.6K | 0.11% | +15,000 | New |
| GWM Advisors LLC | 15,729 | $374.3K | 0.00% | +15,124+2,499.8% | Added |
| Signaturefd, LLC | 15,369 | $381.8K | 0.01% | −523−3.3% | Reduced |
| Balentine LLC | 15,553 | $386.3K | 0.01% | +889+6.1% | Added |
| Prosperity Wealth Management, Inc. | 15,600 | $387.5K | 0.25% | +1,250+8.7% | Added |
| Princeton Capital Management LLC | 15,778 | $391.9K | 0.16% | −589−3.6% | Reduced |
| Banque Cantonale Vaudoise | 15,957 | $397.0K | 0.02% | +15,370+2,618.4% | Added |
| NinePointTwo Capital | 16,109 | $400.0K | 0.16% | 00.0% | Unchanged |
| Rathbone Brothers plc | 16,170 | $401.7K | 0.00% | −3,065−15.9% | Reduced |
| Powell Investment Advisors, LLC | 16,190 | $402.2K | 0.22% | +16,190 | New |
| DC Investments Management, LLC | 16,239 | $403.4K | 0.41% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 16,300 | $404.9K | 0.01% | +16,300 | New |
| Cetera Investment Advisers | 16,310 | $405.1K | 0.00% | +2,176+15.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,464 | $409.0K | 0.02% | +16,464 | New |