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, Q1 2024
Institutional positions in UiPath, Inc. as of Mar 31, 2024. 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
- 514
- +21 vs. Q4 2023
- Shares held
- 319.3M
- −22.8M (−6.7%) vs. Q4 2023
- Total value
- $7.21B
- −$1.29B (−15.1%) vs. Q4 2023
- New holders
- 97
- 203 more added
- Sold out
- 76
- 144 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding UiPath, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $23 | 0.00% | −2−66.7% | Reduced |
| SJS Investment Consulting Inc. | 2 | $46 | 0.00% | −3−60.0% | Reduced |
| MV Capital Management, Inc. | 2 | $46 | 0.00% | +2 | New |
| True Wealth Design, LLC | 6 | $137 | 0.00% | +2+50.0% | Added |
| Addison Advisors LLC | 8 | $182 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $227 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $250 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $317 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 17 | $422 | 0.00% | +17 | New |
| St Germain D J Co Inc | 20 | $453 | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 20 | $453 | 0.00% | +20 | New |
| Versant Capital Management, Inc | 22 | $499 | 0.00% | −5−18.5% | Reduced |
| Fifth Third Bancorp | 24 | $544 | 0.00% | −1,976−98.8% | Reduced |
| First Command Advisory Services, Inc. | 25 | $567 | 0.00% | +25 | New |
| Prestige Wealth Management Group LLC | 25 | $567 | 0.00% | +25 | New |
| Zions Bancorporation, N.A. | 34 | $771 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 36 | $817 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 42 | $952 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 44 | $997 | 0.00% | +44 | New |
| VitalStone Financial, LLC | 60 | $1.00K | 0.00% | −65−52.0% | Reduced |
| Capital Advisors, Ltd. LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 48 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 48 | $1.09K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $1.13K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 50 | $1.13K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 50 | $1.13K | 0.00% | +50 | New |
| Cassady Schiller Wealth Management, LLC | 50 | $1.13K | 0.00% | +50 | New |
| Sachetta, LLC | 47 | $1.17K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 53 | $1.20K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 55 | $1.25K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 55 | $1.25K | 0.00% | +55 | New |
| Heritage Wealth Advisors | 75 | $1.70K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 81 | $1.84K | 0.00% | +81 | New |
| Smartleaf Asset Management LLC | 82 | $1.87K | 0.00% | +25+43.9% | Added |
| Fortitude Family Office, LLC | 84 | $1.90K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 100 | $1.90K | 0.00% | +100 | New |
| NBC Securities, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 92 | $2.09K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 98 | $2.22K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 100 | $2.27K | 0.00% | +100 | New |
| Toth Financial Advisory Corp | 101 | $2.29K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 142 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 140 | $3.17K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 150 | $3.40K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 158 | $3.58K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 160 | $3.63K | 0.00% | +50+45.5% | Added |
| Stone House Investment Management, LLC | 160 | $3.63K | 0.00% | +60+60.0% | Added |
| Massmutual Trust Co FSB | 172 | $3.90K | 0.00% | +6+3.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 192 | $4.00K | 0.00% | +192 | New |
| Private Wealth Management Group, LLC | 185 | $4.19K | 0.00% | +63+51.6% | Added |
| Pineridge Advisors LLC | 200 | $4.53K | 0.00% | +200 | New |
| CoreCap Advisors, LLC | 219 | $4.96K | 0.00% | +219 | New |
| Old Point Trust & Financial Services N A | 250 | $5.67K | 0.00% | +250 | New |
| Huntington National Bank | 255 | $5.78K | 0.00% | +110+75.9% | Added |
| Arlington Trust Co LLC | 263 | $5.96K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 255 | $6.00K | 0.00% | +125+96.2% | Added |
| Riggs Asset Managment Co. Inc. | 274 | $6.21K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 300 | $6.80K | 0.00% | +300 | New |
| Creekmur Asset Management LLC | 323 | $7.32K | 0.00% | −203−38.6% | Reduced |
| IAG Wealth Partners, LLC | 350 | $7.93K | 0.00% | +350 | New |
| Bogart Wealth, LLC | 400 | $9.07K | 0.00% | +200+100.0% | Added |
| Salem Investment Counselors Inc | 400 | $9.07K | 0.00% | +400 | New |
| Atlas Capital Advisors LLC | 400 | $9.07K | 0.00% | +400 | New |
| Bell Investment Advisors, Inc | 458 | $10.4K | 0.00% | −23−4.8% | Reduced |
| Legacy Bridge, LLC | 500 | $11.3K | 0.01% | +500 | New |
| Parkside Financial Bank & Trust | 551 | $12.5K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 558 | $12.7K | 0.01% | −35−5.9% | Reduced |
| Covestor Ltd | 564 | $13.0K | 0.01% | −195−25.7% | Reduced |
| Valley National Advisers Inc | 580 | $13.0K | 0.00% | +20+3.6% | Added |
| ICA Group Wealth Management, LLC | 650 | $14.7K | 0.00% | +600+1,200.0% | Added |
| Performa Ltd (US), LLC | 650 | $14.7K | 0.01% | +650 | New |
| Eagle Bay Advisors LLC | 678 | $15.4K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 760 | $17.2K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 808 | $18.0K | 0.00% | +211+35.3% | Added |
| Benjamin Edwards Inc | 854 | $19.0K | 0.00% | −322−27.4% | Reduced |
| WR Wealth Planners, LLC | 850 | $19.3K | 0.01% | +850 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 852 | $19.3K | 0.00% | +852 | New |
| RFP Financial Group LLC | 875 | $19.8K | 0.01% | +875 | New |
| Wolff Wiese Magana LLC | 877 | $19.9K | 0.02% | +877 | New |
| Newbridge Financial Services Group, Inc. | 933 | $21.2K | 0.01% | +100+12.0% | Added |
| Colonial Trust Advisors | 965 | $21.9K | 0.00% | +215+28.7% | Added |
| Ulland Investment Advisors, LLC | 950 | $22.0K | 0.02% | +950 | New |
| Geneos Wealth Management Inc. | 997 | $22.6K | 0.00% | +734+279.1% | Added |
| Orion Capital Management LLC | 1,000 | $22.7K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,003 | $22.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,069 | $24.2K | 0.02% | +1,069 | New |
| HighMark Wealth Management LLC | 1,175 | $26.6K | 0.02% | +100+9.3% | Added |
| Sandy Spring Bank | 1,187 | $26.9K | 0.00% | +243+25.7% | Added |
| HHM Wealth Advisors, LLC | 1,210 | $27.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,239 | $27.5K | 0.05% | +1,112+875.6% | Added |
| JJJ Advisors Inc. | 1,285 | $29.1K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,337 | $30.3K | 0.00% | +35+2.7% | Added |
| Caitlin John, LLC | 1,354 | $30.7K | 0.02% | +572+73.1% | Added |
| Mango Five Family, Inc. | 1,600 | $36.3K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,787 | $40.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,888 | $41.9K | 0.00% | +1,888 | New |
| Creative Financial Designs Inc | 2,000 | $45.3K | 0.00% | +2,000 | New |
| Lindbrook Capital, LLC | 2,027 | $46.0K | 0.00% | +639+46.0% | Added |
| Harbor Investment Advisory, LLC | 2,187 | $49.6K | 0.01% | −264−10.8% | Reduced |