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 |
|---|---|---|---|---|---|
| Central Trust Co | 1,310 | $16.6K | 0.00% | −1,770−57.5% | Reduced |
| Principal Securities, Inc. | 1,467 | $18.6K | 0.00% | −3,563−70.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,500 | $19.0K | 0.00% | +1,500 | New |
| GAMMA Investing LLC | 1,591 | $20.2K | 0.00% | −613−27.8% | Reduced |
| Private Trust Co NA | 1,750 | $22.2K | 0.00% | −1,756−50.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,758 | $22.3K | 0.01% | +1,758 | New |
| Manchester Capital Management LLC | 1,787 | $22.7K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,824 | $23.1K | 0.00% | −17,385−90.5% | Reduced |
| Hantz Financial Services, Inc. | 2,244 | $28.0K | 0.00% | +1,989+780.0% | Added |
| Unique Wealth Strategies, LLC | 1,244 | $28.2K | 0.01% | +1,244 | New |
| Performa Ltd (US), LLC | 2,800 | $35.5K | 0.01% | +2,150+330.8% | Added |
| Burkett Financial Services, LLC | 2,959 | $37.5K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,071 | $38.9K | 0.00% | −2,607−45.9% | Reduced |
| Pingora Partners LLC | 3,270 | $41.5K | 0.03% | +300+10.1% | Added |
| First Horizon Advisors, Inc. | 3,421 | $43.4K | 0.00% | +18+0.5% | Added |
| Redwood Wealth Management Group, LLC | 3,429 | $43.5K | 0.03% | +3,429 | New |
| Quent Capital, LLC | 3,431 | $43.5K | 0.00% | −149−4.2% | Reduced |
| EverSource Wealth Advisors, LLC | 3,676 | $44.7K | 0.00% | +757+25.9% | Added |
| National Bank of Canada | 3,495 | $45.0K | 0.00% | −100−2.8% | Reduced |
| C M Bidwell & Associates Ltd | 3,728 | $47.3K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,788 | $48.0K | 0.00% | +751+24.7% | Added |
| Tyler-Stone Wealth Management | 3,870 | $49.1K | 0.02% | −680−14.9% | Reduced |
| Ostrum Asset Management | 4,434 | $56.2K | 0.00% | −345−7.2% | Reduced |
| Spire Wealth Management | 4,558 | $57.8K | 0.00% | −20,808−82.0% | Reduced |
| Whittier Trust Co | 4,722 | $59.9K | 0.00% | −9,139−65.9% | Reduced |
| Plato Investment Management Ltd | 4,760 | $60.4K | 0.01% | −35,218−88.1% | Reduced |
| Voisard Asset Management Group, Inc. | 5,000 | $63.4K | 0.03% | +5,000 | New |
| Ancora Advisors, LLC | 5,150 | $65.3K | 0.00% | +10+0.2% | Added |
| Clearstead Advisors, LLC | 5,754 | $73.0K | 0.00% | +1,600+38.5% | Added |
| Vestcor Inc | 5,782 | $73.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5,898 | $74.8K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 6,232 | $75.1K | 0.00% | +3,205+105.9% | Added |
| V-Square Quantitative Management LLC | 5,929 | $75.2K | 0.01% | +5,929 | New |
| Rakuten Investment Management, Inc. | 6,023 | $76.4K | 0.00% | +2,675+79.9% | Added |
| Farther Finance Advisors, LLC | 6,012 | $77.4K | 0.00% | +1,184+24.5% | Added |
| Corebridge Financial, Inc. | 7,068 | $89.6K | 0.00% | +7,068 | New |
| International Assets Investment Management, LLC | 7,565 | $95.9K | 0.01% | +7,565 | New |
| Westpac Banking Corp | 7,797 | $98.9K | 0.01% | +5,571+250.3% | Added |
| The PNC Financial Services Group, Inc. | 7,877 | $99.9K | 0.00% | −12,603−61.5% | Reduced |
| Covestor Ltd | 7,901 | $100.0K | 0.06% | +7,337+1,300.9% | Added |
| Harbour Investments, Inc. | 9,670 | $122.6K | 0.00% | +1,052+12.2% | Added |
| Quest Partners LLC | 9,863 | $125.1K | 0.02% | −20,296−67.3% | Reduced |
| Congress Park Capital LLC | 10,000 | $126.8K | 0.05% | −7,000−41.2% | Reduced |
| CSS LLC | 10,000 | $126.8K | 0.01% | +10,000 | New |
| GSB Wealth Management, LLC | 10,000 | $126.8K | 0.03% | +10,000 | New |
| Signaturefd, LLC | 10,007 | $126.9K | 0.00% | −5,302−34.6% | Reduced |
| Koss-Olinger Consulting, LLC | 10,000 | $127.0K | 0.01% | +10,000 | New |
| Atria Wealth Solutions, Inc. | 10,052 | $127.5K | 0.00% | +10,052 | New |
| Macquarie Group Ltd | 10,145 | $128.6K | 0.00% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 10,179 | $129.1K | 0.01% | +10,179 | New |
| Advisory Alpha, LLC | 10,292 | $130.5K | 0.01% | +10,292 | New |
| Rakuten Securities, Inc. | 10,309 | $130.7K | 0.06% | +7,284+240.8% | Added |
| CI Private Wealth, LLC | 10,485 | $132.9K | 0.00% | −25,991−71.3% | Reduced |
| Prelude Capital Management, LLC | 10,878 | $137.9K | 0.01% | −15,607−58.9% | Reduced |
| MML Investors Services, LLC | 11,051 | $140.0K | 0.00% | −30,910−73.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,148 | $141.4K | 0.00% | −7,700−40.9% | Reduced |
| Powell Investment Advisors, LLC | 11,390 | $144.4K | 0.07% | +900+8.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 11,432 | $145.0K | 0.00% | +374+3.4% | Added |
| Strategic Advocates LLC | 11,563 | $146.6K | 0.06% | +11,563 | New |
| Vista Wealth Management Group, LLC | 12,170 | $154.3K | 0.01% | +10+0.1% | Added |
| Prudential Financial Inc | 12,409 | $157.3K | 0.00% | −140,540−91.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 10,814 | $160.4K | 0.01% | −15,634−59.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,664 | $161.0K | 0.02% | +3,853+43.7% | Added |
| Mercer Global Advisors Inc | 12,422 | $163.9K | 0.00% | +12,422 | New |
| Commerce Bank | 12,966 | $164.4K | 0.00% | +2,702+26.3% | Added |
| Quantbot Technologies LP | 13,250 | $168.0K | 0.01% | +13,250 | New |
| Two Sigma Securities, LLC | 13,412 | $170.1K | 0.01% | −8,218−38.0% | Reduced |
| Centiva Capital, LP | 13,555 | $171.9K | 0.01% | −59,939−81.6% | Reduced |
| Franklin Resources Inc | 13,555 | $171.9K | 0.00% | +3,841+39.5% | Added |
| CIBC Asset Management Inc | 13,564 | $172.0K | 0.00% | +3,177+30.6% | Added |
| Intech Investment Management LLC | 13,761 | $174.5K | 0.00% | −84−0.6% | Reduced |
| Equitable Holdings, Inc. | 13,840 | $175.5K | 0.00% | −5,376−28.0% | Reduced |
| Neuberger Berman Group LLC | 14,038 | $178.0K | 0.00% | −5,316−27.5% | Reduced |
| Aviva PLC | 14,284 | $181.1K | 0.00% | −76,760−84.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 14,401 | $182.6K | 0.00% | −17,037−54.2% | Reduced |
| Diametric Capital, LP | 14,491 | $183.7K | 0.10% | +14,491 | New |
| Atomi Financial Group, Inc. | 14,503 | $183.9K | 0.01% | −1,162−7.4% | Reduced |
| Left Brain Wealth Management, LLC | 15,350 | $194.6K | 0.09% | −1,400−8.4% | Reduced |
| GWM Advisors LLC | 15,541 | $197.1K | 0.00% | −6,501−29.5% | Reduced |
| Avantax Advisory Services, Inc. | 15,777 | $200.1K | 0.00% | −3,813−19.5% | Reduced |
| Landscape Capital Management, L.L.C. | 15,793 | $200.3K | 0.02% | +15,793 | New |
| AdvisorNet Financial, Inc | 16,100 | $204.1K | 0.02% | +9,000+126.8% | Added |
| DC Investments Management, LLC | 16,239 | $205.9K | 0.17% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 16,268 | $206.3K | 0.00% | +16,268 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 16,407 | $208.0K | 0.00% | −26,111−61.4% | Reduced |
| E. Ohman J:or Asset Management AB | 16,600 | $210.5K | 0.01% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 16,900 | $214.3K | 0.00% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 17,638 | $223.7K | 0.02% | −37,449−68.0% | Reduced |
| CWM, LLC | 17,877 | $227.0K | 0.00% | +2,185+13.9% | Added |
| Bramshill Investments, LLC | 18,000 | $228.2K | 0.02% | +18,000 | New |
| Empowered Funds, LLC | 18,276 | $231.7K | 0.00% | +7,420+68.3% | Added |
| Intellectus Partners, LLC | 18,557 | $235.3K | 0.06% | −1,000−5.1% | Reduced |
| Kestra Advisory Services, LLC | 18,576 | $235.5K | 0.00% | −13,140−41.4% | Reduced |
| Sanctuary Advisors, LLC | 12,233 | $238.0K | 0.00% | +12,233 | New |
| Thrivent Financial for Lutherans | 18,886 | $239.0K | 0.00% | +5,220+38.2% | Added |
| One River Asset Management, LLC | 18,870 | $239.3K | 0.13% | +18,870 | New |
| Interchange Capital Partners, LLC | 19,844 | $251.6K | 0.09% | +2,923+17.3% | Added |
| M&T Bank Corp | 19,851 | $251.8K | 0.00% | −7,195−26.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 20,000 | $253.6K | 0.09% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 20,953 | $265.7K | 0.01% | +2,056+10.9% | Added |