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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 16,310 | $405.1K | 0.00% | +2,176+15.4% | Added |
| Meiji Yasuda Life Insurance Co | 16,300 | $404.9K | 0.01% | +16,300 | New |
| DC Investments Management, LLC | 16,239 | $403.4K | 0.41% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 16,190 | $402.2K | 0.22% | +16,190 | New |
| Rathbone Brothers plc | 16,170 | $401.7K | 0.00% | −3,065−15.9% | Reduced |
| NinePointTwo Capital | 16,109 | $400.0K | 0.16% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 15,957 | $397.0K | 0.02% | +15,370+2,618.4% | Added |
| Princeton Capital Management LLC | 15,778 | $391.9K | 0.16% | −589−3.6% | Reduced |
| Prosperity Wealth Management, Inc. | 15,600 | $387.5K | 0.25% | +1,250+8.7% | Added |
| Balentine LLC | 15,553 | $386.3K | 0.01% | +889+6.1% | Added |
| Signaturefd, LLC | 15,369 | $381.8K | 0.01% | −523−3.3% | Reduced |
| GWM Advisors LLC | 15,729 | $374.3K | 0.00% | +15,124+2,499.8% | Added |
| JFG Wealth Management, LLC | 15,000 | $372.6K | 0.11% | +15,000 | New |
| Vista Wealth Management Group, LLC | 14,875 | $369.5K | 0.03% | −13,947−48.4% | Reduced |
| Steel Peak Wealth Management LLC | 14,443 | $358.8K | 0.02% | −1,018−6.6% | Reduced |
| Phoenix Wealth Advisors | 14,952 | $355.9K | 0.25% | −335−2.2% | Reduced |
| Intech Investment Management LLC | 14,324 | $355.8K | 0.01% | +426+3.1% | Added |
| CenterBook Partners LP | 14,238 | $353.7K | 0.04% | +14,238 | New |
| Whittier Trust Co | 13,861 | $344.3K | 0.01% | −33−0.2% | Reduced |
| Azzad Asset Management Inc | 13,263 | $329.4K | 0.04% | +56+0.4% | 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 |
| 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 |
| Avantax Advisory Services, Inc. | 12,293 | $305.4K | 0.00% | +811+7.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 12,200 | $303.0K | 0.17% | +12,200 | 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 |
| Panagora Asset Management Inc | 11,716 | $291.0K | 0.00% | +11,716 | New |
| Wetherby Asset Management Inc | 11,663 | $289.7K | 0.02% | −376−3.1% | Reduced |
| Alberta Investment Management Corp | 11,500 | $285.7K | 0.00% | 00.0% | Unchanged |
| APG Asset Management N.V. | 12,700 | $285.6K | 0.00% | +2,600+25.7% | Added |
| Van Eck Associates Corp | 11,364 | $282.0K | 0.00% | +11,364 | New |
| Channel Wealth LLC | 11,115 | $276.1K | 0.13% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 11,058 | $274.7K | 0.00% | +11,058 | New |
| CIBC World Markets Corp | 10,793 | $268.1K | 0.00% | +10,793 | New |
| Mutual Advisors, LLC | 10,571 | $262.6K | 0.01% | −1,024−8.8% | Reduced |
| Man Group plc | 10,495 | $260.7K | 0.00% | – | – |
| Gsa Capital Partners LLP | 10,410 | $259.0K | 0.02% | +10,410 | New |
| Cerity Partners LLC | 10,407 | $258.5K | 0.00% | −1,247−10.7% | Reduced |
| Cantor Fitzgerald, L. P. | 10,400 | $258.3K | 0.06% | +10,400 | New |
| CIBC Asset Management Inc | 10,387 | $258.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 10,184 | $253.0K | 0.00% | +10,184 | New |
| Macquarie Group Ltd | 10,145 | $252.0K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 10,101 | $250.9K | 0.01% | +10,101 | New |
| Koss-Olinger Consulting, LLC | 10,000 | $248.0K | 0.02% | +10,000 | New |
| National Bank of Canada | 10,415 | $247.8K | 0.00% | +35+0.3% | Added |
| Empowered Funds, LLC | 9,823 | $244.0K | 0.01% | −2,372−19.5% | Reduced |
| Commerce Bank | 9,797 | $243.4K | 0.00% | +9,797 | New |
| Vestcor Inc | 9,782 | $243.0K | 0.01% | −109−1.1% | Reduced |
| Franklin Resources Inc | 9,664 | $240.1K | 0.00% | +9,664 | New |
| Qtron Investments LLC | 9,309 | $231.2K | 0.04% | +9,309 | New |
| Sherbrooke Park Advisers LLC | 9,208 | $228.7K | 0.11% | −21,087−69.6% | Reduced |
| Motley Fool Asset Management LLC | 9,174 | $227.9K | 0.02% | −902−9.0% | Reduced |
| IHT Wealth Management, LLC | 9,155 | $227.4K | 0.01% | +9,155 | New |
| Investment Management Corp of Ontario | 9,008 | $223.8K | 0.01% | +9,008 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,973 | $222.9K | 0.04% | +8,973 | New |
| Liberty Mutual Group Asset Management Inc. | 8,837 | $219.5K | 0.06% | +8,837 | New |
| Jasper Ridge Partners, L.P. | 8,761 | $217.6K | 0.01% | +8,761 | New |
| Greenleaf Trust | 8,735 | $217.0K | 0.00% | +8,735 | New |
| Independent Financial Group, LLC | 8,700 | $216.1K | 0.01% | +8,700 | New |
| Lido Advisors, LLC | 8,503 | $211.2K | 0.00% | +8,503 | New |
| Symmetry Partners, LLC | 8,049 | $205.0K | 0.01% | +8,049 | New |
| Comerica Bank | 7,703 | $191.3K | 0.00% | −1,380−15.2% | Reduced |
| CWM, LLC | 7,540 | $187.0K | 0.00% | −1,259−14.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,398 | $183.8K | 0.09% | −1,000−11.9% | Reduced |
| AdvisorNet Financial, Inc | 7,110 | $176.6K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9,150 | $157.0K | 0.00% | +4,877+114.1% | Added |
| Parallax Volatility Advisers, L.P. | 6,312 | $156.8K | 0.00% | −5,872−48.2% | Reduced |
| Global Financial Private Client, LLC | 5,920 | $147.1K | 0.07% | +215+3.8% | Added |
| American International Group, Inc. | 5,666 | $140.7K | 0.00% | −79−1.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,537 | $137.5K | 0.00% | −9,325−62.7% | Reduced |
| Ancora Advisors, LLC | 5,110 | $126.9K | 0.00% | +50+1.0% | Added |
| First Horizon Advisors, Inc. | 4,793 | $119.1K | 0.00% | −1,865−28.0% | Reduced |
| Ostrum Asset Management | 4,779 | $118.7K | 0.01% | −1,427−23.0% | Reduced |
| Advisory Services Network, LLC | 4,638 | $115.2K | 0.00% | +4,638 | New |
| Central Trust Co | 3,960 | $98.4K | 0.00% | −4,460−53.0% | Reduced |
| Credit Agricole S A | 3,950 | $98.1K | 0.00% | −1,733−30.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,884 | $96.5K | 0.00% | +1,517+64.1% | Added |
| Harbour Investments, Inc. | 3,750 | $93.2K | 0.00% | +200+5.6% | Added |
| C M Bidwell & Associates Ltd | 3,668 | $91.1K | 0.07% | +10+0.3% | Added |
| Quent Capital, LLC | 3,369 | $83.7K | 0.01% | +116+3.6% | Added |
| Headlands Technologies LLC | 3,223 | $80.1K | 0.02% | +3,223 | New |
| Rakuten Securities, Inc. | 3,210 | $79.7K | 0.06% | +3,210 | New |
| Pingora Partners LLC | 3,170 | $78.7K | 0.07% | +3,170 | New |
| Quadrant Capital Group LLC | 3,155 | $78.4K | 0.01% | +142+4.7% | Added |
| Clearstead Advisors, LLC | 3,154 | $78.3K | 0.00% | +70+2.3% | Added |
| Burkett Financial Services, LLC | 2,959 | $73.5K | 0.04% | +2,959 | New |
| Plato Investment Management Ltd | 2,916 | $72.4K | 0.09% | +2,916 | New |
| EverSource Wealth Advisors, LLC | 2,781 | $69.1K | 0.01% | +42+1.5% | Added |
| UniSuper Management Pty Ltd | 2,600 | $64.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,524 | $62.7K | 0.00% | +2,405+2,021.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,459 | $61.0K | 0.02% | +40+1.7% | Added |
| Harbor Investment Advisory, LLC | 2,451 | $60.9K | 0.01% | +2,451 | New |
| Tyler-Stone Wealth Management | 2,280 | $56.6K | 0.03% | +600+35.7% | Added |
| Advisors Asset Management, Inc. | 2,250 | $55.9K | 0.00% | +104+4.8% | Added |
| Quarry LP | 2,220 | $55.1K | 0.03% | −475−17.6% | Reduced |
| SRS Capital Advisors, Inc. | 2,104 | $52.3K | 0.01% | −577−21.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,089 | $51.9K | 0.00% | +1,855+792.7% | Added |
| Fifth Third Bancorp | 2,000 | $49.7K | 0.00% | 00.0% | Unchanged |