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 |
|---|---|---|---|---|---|
| Tennessee Valley Asset Management Partners | 2,000 | $49.7K | 0.01% | +2,000 | New |
| Manchester Capital Management LLC | 1,787 | $44.4K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 1,737 | $43.1K | 0.03% | +1,737 | New |
| Allworth Financial LP | 1,635 | $40.6K | 0.00% | +37+2.3% | Added |
| FNY Investment Advisers, LLC | 1,650 | $40.0K | 0.04% | +1,650 | New |
| Mango Five Family, Inc. | 1,600 | $39.7K | 0.01% | +1,600 | New |
| IFP Advisors, Inc | 1,497 | $37.2K | 0.00% | +1,040+227.6% | Added |
| GAMMA Investing LLC | 1,572 | $36.1K | 0.01% | +1,572 | New |
| Lindbrook Capital, LLC | 1,388 | $34.5K | 0.00% | −254−15.5% | Reduced |
| JJJ Advisors Inc. | 1,285 | $31.9K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,264 | $31.4K | 0.03% | +1,264 | New |
| Penserra Capital Management LLC | 1,288 | $31.0K | 0.00% | +1,288 | New |
| HHM Wealth Advisors, LLC | 1,210 | $30.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Cypress Capital Management LLC (WY) | 1,160 | $28.8K | 0.03% | +1,160 | New |
| Global Retirement Partners, LLC | 1,302 | $28.8K | 0.00% | +73+5.9% | Added |
| HighMark Wealth Management LLC | 1,075 | $26.7K | 0.02% | +1,075 | New |
| Resurgent Financial Advisors LLC | 1,006 | $25.0K | 0.02% | −330−24.7% | Reduced |
| Retirement Group, LLC | 1,003 | $24.9K | 0.01% | +1,000+33,333.3% | Added |
| 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 |
| Sandy Spring Bank | 944 | $23.4K | 0.00% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 857 | $21.3K | 0.00% | +857 | New |
| Newbridge Financial Services Group, Inc. | 833 | $20.7K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 782 | $19.4K | 0.02% | +782 | New |
| Covestor Ltd | 759 | $19.0K | 0.01% | +9+1.2% | Added |
| Hexagon Capital Partners LLC | 760 | $18.9K | 0.00% | +760 | New |
| Colonial Trust Advisors | 750 | $18.6K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 678 | $16.8K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 619 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 597 | $15.0K | 0.00% | +1+0.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 593 | $14.7K | 0.01% | −180−23.3% | Reduced |
| Parkside Financial Bank & Trust | 551 | $13.7K | 0.00% | +253+84.9% | Added |
| Creekmur Asset Management LLC | 526 | $13.1K | 0.00% | +526 | New |
| Valley National Advisers Inc | 560 | $13.0K | 0.00% | −2−0.4% | Reduced |
| Glassman Wealth Services | 514 | $12.8K | 0.00% | −40−7.2% | Reduced |
| Bell Investment Advisors, Inc | 481 | $11.9K | 0.00% | −41−7.9% | Reduced |
| Desjardins Global Asset Management Inc. | 481 | $11.9K | 0.00% | −899−65.1% | Reduced |
| First Beijing Investment Ltd | 471 | $11.7K | 0.00% | +471 | New |
| Jefferies Financial Group Inc. | 410 | $10.2K | 0.00% | +410 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 393 | $10.0K | 0.00% | −23,595−98.4% | Reduced |
| Principal Securities, Inc. | 394 | $9.79K | 0.00% | +394 | New |
| Loomis Sayles & Co L P | 311 | $8.00K | 0.00% | −202−39.4% | Reduced |
| Rakuten Investment Management, Inc. | 278 | $7.09K | 0.00% | +278 | New |
| Riggs Asset Managment Co. Inc. | 274 | $6.81K | 0.00% | +274 | New |
| Geneos Wealth Management Inc. | 263 | $6.53K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 263 | $6.53K | 0.00% | +263 | New |
| Sunbelt Securities, Inc. | 236 | $5.86K | 0.00% | +130+122.6% | Added |
| Tower Research Capital LLC (TRC) | 214 | $5.32K | 0.00% | −1,897−89.9% | Reduced |
| Bogart Wealth, LLC | 200 | $4.97K | 0.00% | +200 | New |
| Massmutual Trust Co FSB | 166 | $4.12K | 0.00% | −122−42.4% | Reduced |
| TSFG, LLC | 142 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 158 | $3.92K | 0.00% | +158 | New |
| Brown, Lisle/Cummings, Inc. | 150 | $3.73K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 145 | $3.60K | 0.00% | +113+353.1% | Added |
| Cape Investment Advisory, Inc. | 140 | $3.48K | 0.00% | +140 | New |
| ORG Partners LLC | 127 | $3.15K | 0.00% | +100+370.4% | Added |
| Private Wealth Management Group, LLC | 122 | $3.03K | 0.00% | +122 | 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 Trust Co NA | 120 | $2.98K | 0.00% | +120 | New |
| Tucker Asset Management LLC | 110 | $2.73K | 0.00% | −90−45.0% | Reduced |
| Toth Financial Advisory Corp | 101 | $2.51K | 0.00% | 00.0% | Unchanged |
| 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 |
| WealthCollab, LLC | 98 | $2.44K | 0.00% | +98 | New |
| Dunhill Financial, LLC | 92 | $2.29K | 0.00% | +92 | New |
| Fortitude Family Office, LLC | 84 | $2.09K | 0.00% | +84 | New |
| Strategic Investment Solutions, Inc. | 83 | $2.06K | 0.00% | −25,117−99.7% | Reduced |
| NBC Securities, Inc. | 100 | $2.00K | 0.00% | −25−20.0% | Reduced |
| Heritage Wealth Advisors | 75 | $1.86K | 0.00% | +75 | New |
| Smartleaf Asset Management LLC | 57 | $1.45K | 0.00% | +57 | New |
| Rise Advisors, LLC | 55 | $1.37K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 53 | $1.32K | 0.00% | +49+1,225.0% | Added |
| 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 |
| Financial Perspectives, Inc | 48 | $1.19K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 48 | $1.19K | 0.00% | +48 | New |
| Sachetta, LLC | 47 | $1.17K | 0.00% | +47 | New |
| Concord Wealth Partners | 42 | $1.04K | 0.00% | −117−73.6% | Reduced |
| Capital Advisors, Ltd. LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 36 | $895 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 34 | $845 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 27 | $671 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 20 | $497 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $348 | 0.00% | −61−81.3% | Reduced |
| Wit, LLC | 14 | $338 | 0.01% | −29−67.4% | Reduced |
| JFS Wealth Advisors, LLC | 11 | $274 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $248 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 8 | $199 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $199 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 5 | $125 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $100 | 0.00% | +2+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 3 | $75 | 0.00% | +3 | New |
| Bessemer Group Inc | 8 | $0 | 0.00% | −6,657−99.9% | Reduced |
| Lazard Asset Management LLC | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |