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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 19,478 | $441.6K | 0.00% | +59+0.3% | Added |
| Neuberger Berman Group LLC | 19,354 | $438.8K | 0.00% | −779−3.9% | Reduced |
| Equitable Holdings, Inc. | 19,216 | $435.6K | 0.00% | +19,216 | New |
| Allspring Global Investments Holdings, LLC | 19,209 | $435.5K | 0.00% | +17,120+819.5% | Added |
| O'Shaughnessy Asset Management, LLC | 18,848 | $427.3K | 0.00% | +1,982+11.8% | Added |
| Axxcess Wealth Management, LLC | 18,610 | $421.9K | 0.01% | −7,020−27.4% | Reduced |
| Virtu Financial LLC | 18,346 | $416.0K | 0.03% | −11,613−38.8% | Reduced |
| Sunbelt Securities, Inc. | 18,178 | $412.1K | 0.05% | +17,942+7,602.5% | Added |
| XTX Topco Ltd | 17,806 | $403.7K | 0.05% | +17,806 | New |
| Princeton Capital Management LLC | 17,579 | $398.5K | 0.14% | +1,801+11.4% | Added |
| Integrated Wealth Concepts LLC | 17,350 | $393.3K | 0.01% | +17,350 | New |
| Interchange Capital Partners, LLC | 16,921 | $386.6K | 0.26% | −5,672−25.1% | Reduced |
| Congress Park Capital LLC | 17,000 | $385.4K | 0.17% | −1,000−5.6% | Reduced |
| Meitav Dash Investments Ltd | 16,900 | $383.1K | 0.01% | −100−0.6% | Reduced |
| Left Brain Wealth Management, LLC | 16,750 | $379.7K | 0.18% | +200+1.2% | Added |
| Prosperity Wealth Management, Inc. | 16,650 | $377.5K | 0.18% | +1,050+6.7% | Added |
| E. Ohman J:or Asset Management AB | 16,600 | $376.3K | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 16,361 | $370.9K | 0.05% | −47,770−74.5% | Reduced |
| DC Investments Management, LLC | 16,239 | $368.1K | 0.31% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 18,897 | $368.1K | 0.01% | +18,897 | New |
| Banque Cantonale Vaudoise | 15,957 | $361.0K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Corp | 15,840 | $359.1K | 0.00% | +5,047+46.8% | Added |
| CWM, LLC | 15,692 | $356.0K | 0.00% | +8,152+108.1% | Added |
| Meiji Yasuda Life Insurance Co | 15,700 | $355.9K | 0.01% | −600−3.7% | Reduced |
| Atomi Financial Group, Inc. | 15,665 | $355.1K | 0.03% | −2,893−15.6% | Reduced |
| Signaturefd, LLC | 15,309 | $347.1K | 0.01% | −60−0.4% | Reduced |
| HighPoint Advisor Group LLC | 17,234 | $341.0K | 0.02% | +17,234 | New |
| Brevan Howard Capital Management LP | 14,944 | $338.8K | 0.03% | −3,161−17.5% | Reduced |
| Petrus Trust Company, LTA | 14,532 | $329.4K | 0.03% | +14,532 | New |
| Ontario Teachers Pension Plan Board | 14,513 | $329.0K | 0.00% | +14,513 | New |
| Whittier Trust Co | 13,861 | $314.1K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 13,847 | $313.9K | 0.41% | −29,244−67.9% | Reduced |
| Intech Investment Management LLC | 13,845 | $313.9K | 0.00% | −479−3.3% | Reduced |
| Thrivent Financial for Lutherans | 13,666 | $310.0K | 0.00% | +13,666 | New |
| Mutual Advisors, LLC | 13,526 | $306.6K | 0.01% | +2,955+28.0% | Added |
| Gryphon Financial Partners LLC | 13,029 | $295.4K | 0.05% | +13,029 | New |
| Handelsinvest Investeringsforvaltning | 12,786 | $290.0K | 0.14% | −6,638−34.2% | Reduced |
| Rathbone Brothers plc | 12,757 | $289.2K | 0.00% | −3,413−21.1% | Reduced |
| Sowell Financial Services LLC | 12,755 | $289.0K | 0.01% | −21,148−62.4% | Reduced |
| Swiss Life Asset Management Ltd | 12,489 | $283.1K | 0.00% | −12,835−50.7% | 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 |
| Vista Wealth Management Group, LLC | 12,160 | $275.7K | 0.02% | −2,715−18.3% | Reduced |
| Van Eck Associates Corp | 12,145 | $275.0K | 0.00% | +781+6.9% | Added |
| Degroof Petercam Asset Management | 12,000 | $272.0K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 11,791 | $267.3K | 0.01% | +3,091+35.5% | Added |
| Bridgefront Capital, LLC | 11,619 | $263.4K | 0.20% | +11,619 | New |
| Wetherby Asset Management Inc | 11,594 | $262.8K | 0.01% | −69−0.6% | Reduced |
| Alberta Investment Management Corp | 11,500 | $260.7K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 11,216 | $254.3K | 0.00% | −500−4.3% | Reduced |
| Qsemble Capital Management, LP | 11,153 | $252.8K | 0.06% | +11,153 | New |
| Channel Wealth LLC | 11,115 | $252.0K | 0.10% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 11,058 | $250.7K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 10,856 | $246.1K | 0.00% | +1,033+10.5% | Added |
| Powell Investment Advisors, LLC | 10,490 | $237.8K | 0.13% | −5,700−35.2% | Reduced |
| CIBC Asset Management Inc | 10,387 | $235.5K | 0.00% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 10,346 | $234.5K | 0.03% | +10,346 | New |
| Weil Company, Inc. | 10,318 | $233.9K | 0.09% | +10,318 | New |
| Commerce Bank | 10,264 | $232.7K | 0.00% | +467+4.8% | Added |
| Macquarie Group Ltd | 10,145 | $230.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 9,835 | $223.0K | 0.00% | −7,882−44.5% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 9,735 | $220.7K | 0.03% | +9,735 | New |
| Franklin Resources Inc | 9,714 | $220.2K | 0.00% | +50+0.5% | Added |
| Kovack Advisors, Inc. | 9,699 | $219.9K | 0.03% | +9,699 | New |
| Azzad Asset Management Inc | 9,478 | $214.9K | 0.03% | −3,785−28.5% | Reduced |
| Lido Advisors, LLC | 9,429 | $213.8K | 0.00% | +926+10.9% | Added |
| Ronald Blue Trust, Inc. | 9,358 | $212.1K | 0.00% | +208+2.3% | Added |
| Cutler Group LP | 9,238 | $209.0K | 0.11% | −46,831−83.5% | Reduced |
| IHT Wealth Management, LLC | 9,190 | $208.3K | 0.01% | +35+0.4% | Added |
| Smith Group Asset Management, LLC | 9,020 | $204.5K | 0.01% | +9,020 | New |
| Systematic Portfolios LLC | 9,002 | $204.1K | 0.70% | +9,002 | New |
| Dynamic Technology Lab Private Ltd | 8,811 | $200.0K | 0.02% | −9,278−51.3% | Reduced |
| Liberty One Investment Management, LLC | 8,794 | $199.4K | 0.02% | +8,794 | New |
| Harbour Investments, Inc. | 8,618 | $195.4K | 0.01% | +4,868+129.8% | Added |
| Bullock Wealth Management Group | 7,944 | $176.4K | 0.12% | +7,944 | New |
| Credit Agricole S A | 8,545 | $162.7K | 0.00% | +4,595+116.3% | Added |
| AdvisorNet Financial, Inc | 7,100 | $161.0K | 0.02% | −10−0.1% | Reduced |
| Global Financial Private Client, LLC | 6,471 | $143.6K | 0.06% | +551+9.3% | Added |
| Caldwell Sutter Capital, Inc. | 5,898 | $133.7K | 0.06% | −1,500−20.3% | Reduced |
| Vestcor Inc | 5,782 | $131.0K | 0.00% | −4,000−40.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,678 | $128.7K | 0.00% | +1,794+46.2% | Added |
| American International Group, Inc. | 5,598 | $126.9K | 0.00% | −68−1.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,537 | $125.5K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 5,500 | $124.7K | 0.00% | +2,900+111.5% | Added |
| IFP Advisors, Inc | 5,217 | $118.3K | 0.01% | +3,720+248.5% | Added |
| Lazard Asset Management LLC | 5,221 | $118.0K | 0.00% | +5,190+16,741.9% | Added |
| Ancora Advisors, LLC | 5,140 | $116.5K | 0.00% | +30+0.6% | Added |
| Principal Securities, Inc. | 5,030 | $114.0K | 0.00% | +4,636+1,176.6% | Added |
| Ostrum Asset Management | 4,779 | $108.3K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,828 | $107.1K | 0.01% | +2,304+91.3% | Added |
| Tyler-Stone Wealth Management | 4,550 | $103.2K | 0.05% | +2,270+99.6% | Added |
| C M Bidwell & Associates Ltd | 3,728 | $84.5K | 0.06% | +60+1.6% | Added |
| Clearstead Advisors, LLC | 4,154 | $82.3K | 0.00% | +1,000+31.7% | Added |
| Quent Capital, LLC | 3,580 | $81.2K | 0.01% | +211+6.3% | Added |
| Private Trust Co NA | 3,506 | $79.5K | 0.01% | +3,386+2,821.7% | Added |
| First Horizon Advisors, Inc. | 3,403 | $77.1K | 0.00% | −1,390−29.0% | Reduced |
| Rakuten Investment Management, Inc. | 3,348 | $75.9K | 0.00% | +3,070+1,104.3% | Added |
| Future Financial Wealth Managment LLC | 3,200 | $72.5K | 0.06% | +3,200 | New |
| Central Trust Co | 3,080 | $69.8K | 0.00% | −880−22.2% | Reduced |
| National Bank of Canada | 3,595 | $69.1K | 0.00% | −6,820−65.5% | Reduced |