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, Q2 2024
Institutional positions in UiPath, Inc. as of Jun 30, 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
- 479
- −27 vs. Q1 2024
- Shares held
- 333.6M
- +14.8M (+4.6%) vs. Q1 2024
- Total value
- $4.23B
- −$2.97B (−41.2%) vs. Q1 2024
- New holders
- 76
- 194 more added
- Sold out
- 103
- 148 more reduced
8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding UiPath, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HighMark Wealth Management LLC | 20 | $0 | 0.00% | −1,155−98.3% | Reduced |
| Avion Wealth | 23 | $0 | 0.00% | +23 | New |
| Gradient Investments LLC | 1 | $13 | 0.00% | +1 | New |
| 1620 Investment Advisors, Inc. | 2 | $25 | 0.00% | +2 | New |
| Anfield Capital Management, LLC | 4 | $51 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 6 | $76 | 0.00% | +6 | New |
| Addison Advisors LLC | 8 | $102 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $127 | 0.00% | −12−54.5% | Reduced |
| SJS Investment Consulting Inc. | 13 | $165 | 0.00% | +11+550.0% | Added |
| Painted Porch Advisors LLC | 14 | $178 | 0.00% | +14 | New |
| St Germain D J Co Inc | 20 | $254 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $254 | 0.00% | +14+233.3% | Added |
| Prestige Wealth Management Group LLC | 25 | $317 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 26 | $330 | 0.00% | +2+8.3% | Added |
| DiNuzzo Private Wealth, Inc. | 27 | $343 | 0.00% | +26+2,600.0% | Added |
| Nemes Rush Group LLC | 36 | $456 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 42 | $533 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 42 | $533 | 0.00% | +42 | New |
| Financial Perspectives, Inc | 48 | $609 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 48 | $609 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 49 | $622 | 0.00% | −4−7.5% | Reduced |
| Caitlin John, LLC | 50 | $634 | 0.00% | −1,304−96.3% | Reduced |
| West Branch Capital LLC | 50 | $634 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 50 | $634 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 50 | $634 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 55 | $697 | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 70 | $888 | 0.00% | +50+250.0% | Added |
| JFS Wealth Advisors, LLC | 77 | $977 | 0.00% | +66+600.0% | Added |
| Capital Advisors, Ltd. LLC | 57 | $1.00K | 0.00% | +27+90.0% | Added |
| Fortitude Family Office, LLC | 84 | $1.06K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 92 | $1.17K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 98 | $1.24K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $1.27K | 0.00% | +19+23.5% | Added |
| Westside Investment Management, Inc. | 100 | $1.27K | 0.00% | +56+127.3% | Added |
| Flputnam Investment Management Co | 100 | $1.27K | 0.00% | +100 | New |
| MCF Advisors LLC | 100 | $1.27K | 0.00% | +100 | New |
| Toth Financial Advisory Corp | 101 | $1.28K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 116 | $1.47K | 0.00% | −139−54.5% | Reduced |
| Private Wealth Management Group, LLC | 122 | $1.55K | 0.00% | −63−34.1% | Reduced |
| Innealta Capital, LLC | 122 | $1.55K | 0.00% | +122 | New |
| ORG Partners LLC | 127 | $1.64K | 0.00% | −1,112−89.7% | Reduced |
| Cape Investment Advisory, Inc. | 140 | $1.77K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 140 | $1.81K | 0.00% | −142,858−99.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 192 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 142 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 100 | $2.27K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 210 | $2.53K | 0.00% | +163+346.8% | Added |
| Salem Investment Counselors Inc | 200 | $2.54K | 0.00% | −200−50.0% | Reduced |
| Sound Income Strategies, LLC | 200 | $2.54K | 0.00% | +200 | New |
| Tucker Asset Management LLC | 210 | $2.66K | 0.00% | +50+31.3% | Added |
| CoreCap Advisors, LLC | 219 | $2.78K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 230 | $2.92K | 0.00% | +58+33.7% | Added |
| Contravisory Investment Management, Inc. | 230 | $2.92K | 0.00% | +230 | New |
| Larson Financial Group LLC | 248 | $3.15K | 0.00% | +234+1,671.4% | Added |
| Old Point Trust & Financial Services N A | 250 | $3.17K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 255 | $3.23K | 0.00% | −4,962−95.1% | Reduced |
| Arlington Trust Co LLC | 263 | $3.33K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 274 | $3.48K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 293 | $3.71K | 0.00% | +259+761.8% | Added |
| WR Wealth Planners, LLC | 300 | $3.80K | 0.00% | −550−64.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 300 | $3.80K | 0.00% | +150+100.0% | Added |
| IAG Wealth Partners, LLC | 350 | $4.44K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 400 | $5.07K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 400 | $5.07K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 417 | $5.29K | 0.00% | −2,404−85.2% | Reduced |
| Harbor Investment Advisory, LLC | 440 | $5.58K | 0.00% | −1,747−79.9% | Reduced |
| Bell Investment Advisors, Inc | 458 | $5.81K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 500 | $6.00K | 0.00% | −450−47.4% | Reduced |
| FNY Investment Advisers, LLC | 500 | $6.00K | 0.00% | +500 | New |
| Parkside Financial Bank & Trust | 479 | $6.08K | 0.00% | −72−13.1% | Reduced |
| Creative Financial Designs Inc | 500 | $6.34K | 0.00% | −1,500−75.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 500 | $6.34K | 0.00% | −433−46.4% | Reduced |
| Wolff Wiese Magana LLC | 500 | $6.34K | 0.01% | −377−43.0% | Reduced |
| Legacy Bridge, LLC | 500 | $6.34K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 500 | $6.34K | 0.00% | +342+216.5% | Added |
| Archer Investment Corp | 500 | $6.34K | 0.00% | +500 | New |
| NBC Securities, Inc. | 561 | $7.00K | 0.00% | +461+461.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 558 | $7.08K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 561 | $7.11K | 0.00% | −724−56.3% | Reduced |
| Smartleaf Asset Management LLC | 593 | $7.52K | 0.00% | +511+623.2% | Added |
| ICA Group Wealth Management, LLC | 600 | $7.61K | 0.00% | −50−7.7% | Reduced |
| Benjamin Edwards Inc | 610 | $8.00K | 0.00% | −244−28.6% | Reduced |
| Mather Group, LLC. | 355 | $8.05K | 0.00% | +338+1,988.2% | Added |
| Eagle Bay Advisors LLC | 678 | $8.60K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 685 | $8.69K | 0.00% | +685 | New |
| Ci Investments Inc. | 719 | $9.00K | 0.00% | −89−11.0% | Reduced |
| Bullock Wealth Management Group | 790 | $10.2K | 0.01% | −7,154−90.1% | Reduced |
| Sandy Spring Bank | 851 | $10.8K | 0.00% | −336−28.3% | Reduced |
| Quadrant Capital Group LLC | 864 | $11.0K | 0.00% | −1,590−64.8% | Reduced |
| RFP Financial Group LLC | 875 | $11.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 928 | $11.8K | 0.00% | −1,099−54.2% | Reduced |
| Geneos Wealth Management Inc. | 997 | $12.6K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $12.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,045 | $13.3K | 0.00% | +80+8.3% | Added |
| Riverview Trust Co | 1,069 | $13.6K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,106 | $14.2K | 0.00% | −782−41.4% | Reduced |
| Lynx Investment Advisory | 1,200 | $15.2K | 0.01% | +1,200 | New |
| HHM Wealth Advisors, LLC | 1,210 | $15.3K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,324 | $16.0K | 0.00% | −973−42.4% | Reduced |
| Global Retirement Partners, LLC | 1,291 | $16.4K | 0.00% | −46−3.4% | Reduced |