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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 2,204 | $50.0K | 0.01% | +632+40.2% | Added |
| Westpac Banking Corp | 2,226 | $50.5K | 0.00% | +2,226 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2,297 | $52.1K | 0.02% | −162−6.6% | Reduced |
| EverSource Wealth Advisors, LLC | 2,919 | $55.4K | 0.00% | +138+5.0% | Added |
| Quadrant Capital Group LLC | 2,454 | $55.6K | 0.00% | −701−22.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,465 | $55.9K | 0.00% | +2,251+1,051.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,556 | $58.0K | 0.00% | +1,407+122.5% | Added |
| Stephens Inc | 2,579 | $58.5K | 0.00% | −98,352−97.4% | Reduced |
| Quarry LP | 2,821 | $64.0K | 0.03% | +601+27.1% | Added |
| Burkett Financial Services, LLC | 2,959 | $67.1K | 0.03% | 00.0% | Unchanged |
| Pingora Partners LLC | 2,970 | $67.3K | 0.05% | −200−6.3% | Reduced |
| Rakuten Securities, Inc. | 3,025 | $68.6K | 0.03% | −185−5.8% | Reduced |
| Allworth Financial LP | 3,027 | $68.6K | 0.00% | +1,392+85.1% | Added |
| Advisors Asset Management, Inc. | 3,037 | $68.8K | 0.00% | +787+35.0% | Added |
| National Bank of Canada | 3,595 | $69.1K | 0.00% | −6,820−65.5% | Reduced |
| Central Trust Co | 3,080 | $69.8K | 0.00% | −880−22.2% | Reduced |
| Future Financial Wealth Managment LLC | 3,200 | $72.5K | 0.06% | +3,200 | New |
| Rakuten Investment Management, Inc. | 3,348 | $75.9K | 0.00% | +3,070+1,104.3% | Added |
| First Horizon Advisors, Inc. | 3,403 | $77.1K | 0.00% | −1,390−29.0% | Reduced |
| Private Trust Co NA | 3,506 | $79.5K | 0.01% | +3,386+2,821.7% | Added |
| Quent Capital, LLC | 3,580 | $81.2K | 0.01% | +211+6.3% | Added |
| Clearstead Advisors, LLC | 4,154 | $82.3K | 0.00% | +1,000+31.7% | Added |
| C M Bidwell & Associates Ltd | 3,728 | $84.5K | 0.06% | +60+1.6% | Added |
| Tyler-Stone Wealth Management | 4,550 | $103.2K | 0.05% | +2,270+99.6% | Added |
| Farther Finance Advisors, LLC | 4,828 | $107.1K | 0.01% | +2,304+91.3% | Added |
| Ostrum Asset Management | 4,779 | $108.3K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 5,030 | $114.0K | 0.00% | +4,636+1,176.6% | Added |
| Ancora Advisors, LLC | 5,140 | $116.5K | 0.00% | +30+0.6% | Added |
| Lazard Asset Management LLC | 5,221 | $118.0K | 0.00% | +5,190+16,741.9% | Added |
| IFP Advisors, Inc | 5,217 | $118.3K | 0.01% | +3,720+248.5% | Added |
| UniSuper Management Pty Ltd | 5,500 | $124.7K | 0.00% | +2,900+111.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,537 | $125.5K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 5,598 | $126.9K | 0.00% | −68−1.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,678 | $128.7K | 0.00% | +1,794+46.2% | Added |
| Vestcor Inc | 5,782 | $131.0K | 0.00% | −4,000−40.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,898 | $133.7K | 0.06% | −1,500−20.3% | Reduced |
| Global Financial Private Client, LLC | 6,471 | $143.6K | 0.06% | +551+9.3% | Added |
| AdvisorNet Financial, Inc | 7,100 | $161.0K | 0.02% | −10−0.1% | Reduced |
| Credit Agricole S A | 8,545 | $162.7K | 0.00% | +4,595+116.3% | Added |
| Bullock Wealth Management Group | 7,944 | $176.4K | 0.12% | +7,944 | New |
| Harbour Investments, Inc. | 8,618 | $195.4K | 0.01% | +4,868+129.8% | Added |
| Liberty One Investment Management, LLC | 8,794 | $199.4K | 0.02% | +8,794 | New |
| Dynamic Technology Lab Private Ltd | 8,811 | $200.0K | 0.02% | −9,278−51.3% | Reduced |
| Systematic Portfolios LLC | 9,002 | $204.1K | 0.70% | +9,002 | New |
| Smith Group Asset Management, LLC | 9,020 | $204.5K | 0.01% | +9,020 | New |
| IHT Wealth Management, LLC | 9,190 | $208.3K | 0.01% | +35+0.4% | Added |
| Cutler Group LP | 9,238 | $209.0K | 0.11% | −46,831−83.5% | Reduced |
| Ronald Blue Trust, Inc. | 9,358 | $212.1K | 0.00% | +208+2.3% | Added |
| Lido Advisors, LLC | 9,429 | $213.8K | 0.00% | +926+10.9% | Added |
| Azzad Asset Management Inc | 9,478 | $214.9K | 0.03% | −3,785−28.5% | Reduced |
| Kovack Advisors, Inc. | 9,699 | $219.9K | 0.03% | +9,699 | New |
| Franklin Resources Inc | 9,714 | $220.2K | 0.00% | +50+0.5% | Added |
| Lombard Odier Asset Management (USA) Corp | 9,735 | $220.7K | 0.03% | +9,735 | New |
| Teacher Retirement System of Texas | 9,835 | $223.0K | 0.00% | −7,882−44.5% | Reduced |
| Macquarie Group Ltd | 10,145 | $230.0K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 10,264 | $232.7K | 0.00% | +467+4.8% | Added |
| Weil Company, Inc. | 10,318 | $233.9K | 0.09% | +10,318 | New |
| Greenwood Capital Associates LLC | 10,346 | $234.5K | 0.03% | +10,346 | New |
| CIBC Asset Management Inc | 10,387 | $235.5K | 0.00% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 10,490 | $237.8K | 0.13% | −5,700−35.2% | Reduced |
| Empowered Funds, LLC | 10,856 | $246.1K | 0.00% | +1,033+10.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 11,058 | $250.7K | 0.00% | 00.0% | Unchanged |
| Channel Wealth LLC | 11,115 | $252.0K | 0.10% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 11,153 | $252.8K | 0.06% | +11,153 | New |
| Panagora Asset Management Inc | 11,216 | $254.3K | 0.00% | −500−4.3% | Reduced |
| Alberta Investment Management Corp | 11,500 | $260.7K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 11,594 | $262.8K | 0.01% | −69−0.6% | Reduced |
| Bridgefront Capital, LLC | 11,619 | $263.4K | 0.20% | +11,619 | New |
| Independent Financial Group, LLC | 11,791 | $267.3K | 0.01% | +3,091+35.5% | Added |
| Degroof Petercam Asset Management | 12,000 | $272.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 12,145 | $275.0K | 0.00% | +781+6.9% | Added |
| Vista Wealth Management Group, LLC | 12,160 | $275.7K | 0.02% | −2,715−18.3% | Reduced |
| Bleakley Financial Group, LLC | 12,227 | $277.2K | 0.01% | −464−3.7% | Reduced |
| Simplicity Wealth,LLC | 12,227 | $277.2K | 0.01% | +12,227 | New |
| Swiss Life Asset Management Ltd | 12,489 | $283.1K | 0.00% | −12,835−50.7% | Reduced |
| Sowell Financial Services LLC | 12,755 | $289.0K | 0.01% | −21,148−62.4% | Reduced |
| Rathbone Brothers plc | 12,757 | $289.2K | 0.00% | −3,413−21.1% | Reduced |
| Handelsinvest Investeringsforvaltning | 12,786 | $290.0K | 0.14% | −6,638−34.2% | Reduced |
| Gryphon Financial Partners LLC | 13,029 | $295.4K | 0.05% | +13,029 | New |
| Mutual Advisors, LLC | 13,526 | $306.6K | 0.01% | +2,955+28.0% | Added |
| Thrivent Financial for Lutherans | 13,666 | $310.0K | 0.00% | +13,666 | New |
| Intech Investment Management LLC | 13,845 | $313.9K | 0.00% | −479−3.3% | Reduced |
| Capital Impact Advisors, LLC | 13,847 | $313.9K | 0.41% | −29,244−67.9% | Reduced |
| Whittier Trust Co | 13,861 | $314.1K | 0.00% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 14,513 | $329.0K | 0.00% | +14,513 | New |
| Petrus Trust Company, LTA | 14,532 | $329.4K | 0.03% | +14,532 | New |
| Brevan Howard Capital Management LP | 14,944 | $338.8K | 0.03% | −3,161−17.5% | Reduced |
| HighPoint Advisor Group LLC | 17,234 | $341.0K | 0.02% | +17,234 | New |
| Signaturefd, LLC | 15,309 | $347.1K | 0.01% | −60−0.4% | Reduced |
| Atomi Financial Group, Inc. | 15,665 | $355.1K | 0.03% | −2,893−15.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 15,700 | $355.9K | 0.01% | −600−3.7% | Reduced |
| CWM, LLC | 15,692 | $356.0K | 0.00% | +8,152+108.1% | Added |
| CIBC World Markets Corp | 15,840 | $359.1K | 0.00% | +5,047+46.8% | Added |
| Banque Cantonale Vaudoise | 15,957 | $361.0K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 18,897 | $368.1K | 0.01% | +18,897 | New |
| DC Investments Management, LLC | 16,239 | $368.1K | 0.31% | 00.0% | Unchanged |
| Teza Capital Management LLC | 16,361 | $370.9K | 0.05% | −47,770−74.5% | Reduced |
| E. Ohman J:or Asset Management AB | 16,600 | $376.3K | 0.01% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 16,650 | $377.5K | 0.18% | +1,050+6.7% | Added |
| Left Brain Wealth Management, LLC | 16,750 | $379.7K | 0.18% | +200+1.2% | Added |