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 |
|---|---|---|---|---|---|
| Meitav Dash Investments Ltd | 16,900 | $383.1K | 0.01% | −100−0.6% | Reduced |
| Congress Park Capital LLC | 17,000 | $385.4K | 0.17% | −1,000−5.6% | Reduced |
| Interchange Capital Partners, LLC | 16,921 | $386.6K | 0.26% | −5,672−25.1% | Reduced |
| Integrated Wealth Concepts LLC | 17,350 | $393.3K | 0.01% | +17,350 | New |
| Princeton Capital Management LLC | 17,579 | $398.5K | 0.14% | +1,801+11.4% | Added |
| XTX Topco Ltd | 17,806 | $403.7K | 0.05% | +17,806 | New |
| Sunbelt Securities, Inc. | 18,178 | $412.1K | 0.05% | +17,942+7,602.5% | Added |
| Virtu Financial LLC | 18,346 | $416.0K | 0.03% | −11,613−38.8% | Reduced |
| Axxcess Wealth Management, LLC | 18,610 | $421.9K | 0.01% | −7,020−27.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18,848 | $427.3K | 0.00% | +1,982+11.8% | Added |
| Allspring Global Investments Holdings, LLC | 19,209 | $435.5K | 0.00% | +17,120+819.5% | Added |
| Equitable Holdings, Inc. | 19,216 | $435.6K | 0.00% | +19,216 | New |
| Neuberger Berman Group LLC | 19,354 | $438.8K | 0.00% | −779−3.9% | Reduced |
| MetLife Investment Management | 19,478 | $441.6K | 0.00% | +59+0.3% | Added |
| Intellectus Partners, LLC | 19,557 | $443.4K | 0.12% | −160−0.8% | Reduced |
| Avantax Advisory Services, Inc. | 19,590 | $444.1K | 0.00% | +7,297+59.4% | Added |
| APG Asset Management N.V. | 21,200 | $445.0K | 0.00% | +8,500+66.9% | Added |
| Capula Management Ltd | 19,907 | $451.3K | 0.02% | +19,907 | New |
| Glass Jacobson Investment Advisors llc | 20,000 | $453.4K | 0.17% | −22,695−53.2% | Reduced |
| Assenagon Asset Management S.A. | 20,016 | $453.8K | 0.00% | −1,255−5.9% | Reduced |
| Concurrent Investment Advisors, LLC | 20,091 | $455.5K | 0.02% | −413−2.0% | Reduced |
| Nomura Holdings Inc | 20,251 | $459.1K | 0.00% | +20,251 | New |
| Twinbeech Capital LP | 20,418 | $462.9K | 0.01% | −795,045−97.5% | Reduced |
| The PNC Financial Services Group, Inc. | 20,480 | $464.3K | 0.00% | +1,345+7.0% | Added |
| Sigma Planning Corp | 20,489 | $464.5K | 0.01% | −12,061−37.1% | Reduced |
| Bridgewater Associates, LP | 20,839 | $472.4K | 0.00% | +20,839 | New |
| Storebrand Asset Management AS | 21,225 | $481.2K | 0.00% | +945+4.7% | Added |
| Two Sigma Securities, LLC | 21,630 | $490.4K | 0.02% | +21,630 | New |
| Fox Run Management, L.L.C. | 21,842 | $495.2K | 0.11% | +21,842 | New |
| GWM Advisors LLC | 22,042 | $499.7K | 0.00% | +6,313+40.1% | Added |
| Steel Peak Wealth Management LLC | 22,592 | $512.2K | 0.03% | +8,149+56.4% | Added |
| Traynor Capital Management, Inc. | 22,758 | $515.9K | 0.05% | +22,758 | New |
| Umb Bank N A | 23,000 | $521.4K | 0.01% | 00.0% | Unchanged |
| Straight Path Wealth Management | 23,020 | $521.9K | 0.29% | +23,020 | New |
| Archford Capital Strategies, LLC | 23,045 | $522.4K | 0.09% | −109−0.5% | Reduced |
| Intrepid Financial Planning Group LLC | 23,125 | $524.2K | 0.23% | +23,125 | New |
| Cowa, LLC | 23,564 | $534.2K | 0.31% | +11,564+96.4% | Added |
| Maryland State Retirement & Pension System | 28,717 | $551.7K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 24,386 | $552.8K | 0.02% | +24,386 | New |
| Gilder Gagnon Howe & Co LLC | 24,890 | $564.3K | 0.01% | −9,354−27.3% | Reduced |
| Comerica Bank | 25,154 | $570.2K | 0.00% | +17,451+226.5% | Added |
| Amalgamated Bank | 25,335 | $574.0K | 0.00% | −56,813−69.2% | Reduced |
| Spire Wealth Management | 25,366 | $575.0K | 0.02% | −1,249−4.7% | Reduced |
| Daiwa Securities Group Inc. | 25,400 | $576.0K | 0.00% | +1,300+5.4% | Added |
| Gsa Capital Partners LLP | 26,054 | $591.0K | 0.05% | +15,644+150.3% | Added |
| State of Wyoming | 26,227 | $594.6K | 0.10% | −6,238−19.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 26,280 | $595.8K | 0.00% | +5,177+24.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,435 | $599.3K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 26,485 | $600.4K | 0.04% | +26,485 | New |
| Titleist Asset Management, LLC | 26,560 | $602.1K | 0.11% | 00.0% | Unchanged |
| M&T Bank Corp | 27,046 | $613.0K | 0.00% | +6,185+29.6% | Added |
| Balentine LLC | 27,052 | $613.3K | 0.02% | +11,499+73.9% | Added |
| AXA S.A. | 27,922 | $633.0K | 0.00% | −16,037−36.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 28,264 | $640.7K | 0.07% | +28,264 | New |
| Prospera Financial Services Inc | 28,588 | $648.1K | 0.02% | +28,588 | New |
| TD Asset Management Inc | 28,800 | $652.9K | 0.00% | −2,000−6.5% | Reduced |
| Wealthfront Advisers LLC | 29,519 | $669.2K | 0.00% | +12,656+75.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 29,578 | $670.5K | 0.04% | +13,114+79.7% | Added |
| Cerity Partners LLC | 29,863 | $677.0K | 0.00% | +19,456+187.0% | Added |
| Quintet Private Bank (Europe) S.A. | 26,448 | $677.5K | 0.03% | +26,448 | New |
| Centaurus Financial, Inc. | 30,000 | $680.0K | 0.05% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 30,080 | $681.9K | 0.02% | +30,080 | New |
| Quest Partners LLC | 30,159 | $683.7K | 0.12% | +30,159 | New |
| Janus Henderson Group PLC | 30,169 | $683.8K | 0.00% | +20.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 30,479 | $691.0K | 0.00% | +4,039+15.3% | Added |
| Thoroughbred Financial Services, LLC | 31,289 | $709.0K | 0.07% | −6,168−16.5% | Reduced |
| Green Alpha Advisors, LLC | 31,365 | $711.0K | 0.51% | +275+0.9% | Added |
| Parallax Volatility Advisers, L.P. | 31,438 | $712.7K | 0.02% | +25,126+398.1% | Added |
| Kestra Advisory Services, LLC | 31,716 | $719.0K | 0.00% | +10,670+50.7% | Added |
| Blair William & Co | 31,804 | $721.0K | 0.00% | +31,804 | New |
| Monetta Financial Services Inc | 32,000 | $725.4K | 0.66% | +32,000 | New |
| Nisa Investment Advisors, LLC | 32,500 | $736.8K | 0.00% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 35,352 | $801.0K | 0.02% | +1,527+4.5% | Added |
| Wellington Management Group LLP | 35,469 | $804.1K | 0.00% | −9,593−21.3% | Reduced |
| CI Private Wealth, LLC | 36,476 | $826.9K | 0.00% | +1,996+5.8% | Added |
| Principal Financial Group Inc | 36,772 | $833.6K | 0.00% | +622+1.7% | Added |
| Merlin Capital LLC | 36,930 | $837.2K | 2.50% | +1,066+3.0% | Added |
| Toronto Dominion Bank | 36,950 | $837.7K | 0.00% | −13,480−26.7% | Reduced |
| DekaBank Deutsche Girozentrale | 37,536 | $856.0K | 0.00% | −274,529−88.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 39,263 | $890.0K | 0.00% | +17,423+79.8% | Added |
| STRS Ohio | 39,837 | $903.0K | 0.00% | +8,766+28.2% | Added |
| Plato Investment Management Ltd | 39,978 | $906.3K | 0.09% | +37,062+1,271.0% | Added |
| Gulf International Bank (UK) Ltd | 41,794 | $947.0K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 41,824 | $948.1K | 0.02% | +2,921+7.5% | Added |
| MML Investors Services, LLC | 41,961 | $951.0K | 0.00% | +28,744+217.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 42,518 | $964.0K | 0.02% | +42,125+10,718.8% | Added |
| Crossmark Global Holdings, Inc. | 43,168 | $978.0K | 0.02% | +43,168 | New |
| Leonteq Securities AG | 43,950 | $996.3K | 0.13% | +18,560+73.1% | Added |
| JustInvest LLC | 44,465 | $1.01M | 0.02% | −1,489−3.2% | Reduced |
| Sands Capital Management, LLC | 44,642 | $1.01M | 0.00% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 44,820 | $1.02M | 0.01% | +701+1.6% | Added |
| Taika Capital, LP | 44,880 | $1.02M | 0.53% | +44,880 | New |
| New York Life Investment Management LLC | 44,929 | $1.02M | 0.01% | +666+1.5% | Added |
| Cresset Asset Management, LLC | 45,105 | $1.02M | 0.00% | −6,337−12.3% | Reduced |
| Axq Capital, LP | 45,300 | $1.03M | 0.25% | +24,200+114.7% | Added |
| Acadian Asset Management LLC | 45,700 | $1.03M | 0.00% | +32,456+245.1% | Added |
| Public Employees Retirement Association of Colorado | 45,715 | $1.04M | 0.00% | −506−1.1% | Reduced |
| British Columbia Investment Management Corp | 45,940 | $1.04M | 0.01% | +1,295+2.9% | Added |
| KBC Group NV | 47,571 | $1.08M | 0.00% | −8,309−14.9% | Reduced |
| Savant Capital, LLC | 47,819 | $1.08M | 0.01% | +47,819 | New |