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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 3,037 | $68.8K | 0.00% | +787+35.0% | Added |
| Allworth Financial LP | 3,027 | $68.6K | 0.00% | +1,392+85.1% | Added |
| Rakuten Securities, Inc. | 3,025 | $68.6K | 0.03% | −185−5.8% | Reduced |
| Pingora Partners LLC | 2,970 | $67.3K | 0.05% | −200−6.3% | Reduced |
| Burkett Financial Services, LLC | 2,959 | $67.1K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 2,821 | $64.0K | 0.03% | +601+27.1% | Added |
| Stephens Inc | 2,579 | $58.5K | 0.00% | −98,352−97.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,556 | $58.0K | 0.00% | +1,407+122.5% | Added |
| Tower Research Capital LLC (TRC) | 2,465 | $55.9K | 0.00% | +2,251+1,051.9% | Added |
| Quadrant Capital Group LLC | 2,454 | $55.6K | 0.00% | −701−22.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,919 | $55.4K | 0.00% | +138+5.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,297 | $52.1K | 0.02% | −162−6.6% | Reduced |
| Westpac Banking Corp | 2,226 | $50.5K | 0.00% | +2,226 | New |
| GAMMA Investing LLC | 2,204 | $50.0K | 0.01% | +632+40.2% | Added |
| Harbor Investment Advisory, LLC | 2,187 | $49.6K | 0.01% | −264−10.8% | Reduced |
| Lindbrook Capital, LLC | 2,027 | $46.0K | 0.00% | +639+46.0% | Added |
| Creative Financial Designs Inc | 2,000 | $45.3K | 0.00% | +2,000 | New |
| CIBC Private Wealth Group, LLC | 1,888 | $41.9K | 0.00% | +1,888 | New |
| Manchester Capital Management LLC | 1,787 | $40.5K | 0.00% | 00.0% | Unchanged |
| Mango Five Family, Inc. | 1,600 | $36.3K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,354 | $30.7K | 0.02% | +572+73.1% | Added |
| Global Retirement Partners, LLC | 1,337 | $30.3K | 0.00% | +35+2.7% | Added |
| JJJ Advisors Inc. | 1,285 | $29.1K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 1,239 | $27.5K | 0.05% | +1,112+875.6% | Added |
| HHM Wealth Advisors, LLC | 1,210 | $27.4K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,187 | $26.9K | 0.00% | +243+25.7% | Added |
| HighMark Wealth Management LLC | 1,175 | $26.6K | 0.02% | +100+9.3% | Added |
| Riverview Trust Co | 1,069 | $24.2K | 0.02% | +1,069 | New |
| Retirement Group, LLC | 1,003 | $22.7K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $22.7K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 997 | $22.6K | 0.00% | +734+279.1% | Added |
| Ulland Investment Advisors, LLC | 950 | $22.0K | 0.02% | +950 | New |
| Colonial Trust Advisors | 965 | $21.9K | 0.00% | +215+28.7% | Added |
| Newbridge Financial Services Group, Inc. | 933 | $21.2K | 0.01% | +100+12.0% | Added |
| Wolff Wiese Magana LLC | 877 | $19.9K | 0.02% | +877 | New |
| RFP Financial Group LLC | 875 | $19.8K | 0.01% | +875 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 852 | $19.3K | 0.00% | +852 | New |
| WR Wealth Planners, LLC | 850 | $19.3K | 0.01% | +850 | New |
| Benjamin Edwards Inc | 854 | $19.0K | 0.00% | −322−27.4% | Reduced |
| Ci Investments Inc. | 808 | $18.0K | 0.00% | +211+35.3% | Added |
| Hexagon Capital Partners LLC | 760 | $17.2K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 678 | $15.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| Covestor Ltd | 564 | $13.0K | 0.01% | −195−25.7% | Reduced |
| Valley National Advisers Inc | 580 | $13.0K | 0.00% | +20+3.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 558 | $12.7K | 0.01% | −35−5.9% | Reduced |
| Parkside Financial Bank & Trust | 551 | $12.5K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 500 | $11.3K | 0.01% | +500 | New |
| Bell Investment Advisors, Inc | 458 | $10.4K | 0.00% | −23−4.8% | Reduced |
| 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 |
| IAG Wealth Partners, LLC | 350 | $7.93K | 0.00% | +350 | New |
| Creekmur Asset Management LLC | 323 | $7.32K | 0.00% | −203−38.6% | Reduced |
| M&R Capital Management Inc | 300 | $6.80K | 0.00% | +300 | New |
| Riggs Asset Managment Co. Inc. | 274 | $6.21K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 255 | $6.00K | 0.00% | +125+96.2% | Added |
| Arlington Trust Co LLC | 263 | $5.96K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 255 | $5.78K | 0.00% | +110+75.9% | Added |
| Old Point Trust & Financial Services N A | 250 | $5.67K | 0.00% | +250 | New |
| CoreCap Advisors, LLC | 219 | $4.96K | 0.00% | +219 | New |
| Pineridge Advisors LLC | 200 | $4.53K | 0.00% | +200 | New |
| Private Wealth Management Group, LLC | 185 | $4.19K | 0.00% | +63+51.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 192 | $4.00K | 0.00% | +192 | New |
| Massmutual Trust Co FSB | 172 | $3.90K | 0.00% | +6+3.6% | Added |
| 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 |
| Aspect Partners, LLC | 158 | $3.58K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 150 | $3.40K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 140 | $3.17K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 142 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 101 | $2.29K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 100 | $2.27K | 0.00% | +100 | New |
| WealthCollab, LLC | 98 | $2.22K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 92 | $2.09K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 84 | $1.90K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 100 | $1.90K | 0.00% | +100 | New |
| Smartleaf Asset Management LLC | 82 | $1.87K | 0.00% | +25+43.9% | Added |
| Jones Financial Companies LLLP | 81 | $1.84K | 0.00% | +81 | New |
| Heritage Wealth Advisors | 75 | $1.70K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 55 | $1.25K | 0.00% | +55 | New |
| Rise Advisors, LLC | 55 | $1.25K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 53 | $1.20K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 47 | $1.17K | 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 |
| Financial Perspectives, Inc | 48 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 48 | $1.09K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 60 | $1.00K | 0.00% | −65−52.0% | Reduced |
| Capital Advisors, Ltd. LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 44 | $997 | 0.00% | +44 | New |
| Concord Wealth Partners | 42 | $952 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 36 | $817 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 34 | $771 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 25 | $567 | 0.00% | +25 | New |
| Prestige Wealth Management Group LLC | 25 | $567 | 0.00% | +25 | New |