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 |
|---|---|---|---|---|---|
| Mariner, LLC | 52,677 | $667.9K | 0.00% | −40,815−43.7% | Reduced |
| Nissay Asset Management Corp | 51,156 | $648.7K | 0.00% | +6,336+14.1% | Added |
| JT Stratford LLC | 49,598 | $628.9K | 0.12% | +49,598 | New |
| Creative Planning | 48,761 | $618.3K | 0.00% | −2,294−4.5% | Reduced |
| JustInvest LLC | 48,468 | $614.6K | 0.01% | +4,003+9.0% | Added |
| Cetera Investment Advisers | 48,335 | $612.9K | 0.00% | −19,447−28.7% | Reduced |
| New York Life Investment Management LLC | 47,420 | $601.3K | 0.01% | +2,491+5.5% | Added |
| Cresset Asset Management, LLC | 46,502 | $589.6K | 0.00% | +1,397+3.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 45,941 | $582.5K | 0.01% | +19,506+73.8% | Added |
| State of Wyoming | 45,810 | $580.9K | 0.10% | +19,583+74.7% | Added |
| Paloma Partners Management Co | 45,386 | $575.5K | 0.05% | +45,386 | New |
| Van Eck Associates Corp | 44,510 | $564.0K | 0.00% | +32,365+266.5% | Added |
| Public Employees Retirement Association of Colorado | 44,023 | $558.0K | 0.00% | −1,692−3.7% | Reduced |
| Narus Financial Partners, LLC | 44,000 | $557.9K | 0.22% | +44,000 | New |
| Moloney Securities Asset Management, LLC | 43,800 | $555.4K | 0.08% | +43,800 | New |
| Achmea Investment Management B.V. | 43,686 | $554.0K | 0.01% | +43,686 | New |
| Headlands Technologies LLC | 43,543 | $552.1K | 0.06% | +43,543 | New |
| Toronto Dominion Bank | 42,654 | $540.9K | 0.00% | +5,704+15.4% | Added |
| Fort Washington Investment Advisors Inc | 42,645 | $540.7K | 0.00% | +42,645 | New |
| KBC Group NV | 42,594 | $540.0K | 0.00% | −4,977−10.5% | Reduced |
| Diversify Advisory Services, LLC | 44,989 | $536.7K | 0.03% | +44,989 | New |
| Gsa Capital Partners LLP | 41,996 | $533.0K | 0.04% | +15,942+61.2% | Added |
| US Bancorp | 42,000 | $532.6K | 0.00% | −23,263−35.6% | Reduced |
| SG Americas Securities, LLC | 41,970 | $532.0K | 0.00% | −132,126−75.9% | Reduced |
| Jefferies Financial Group Inc. | 41,613 | $527.7K | 0.01% | +41,613 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 41,421 | $525.0K | 0.00% | +2,158+5.5% | Added |
| Gulf International Bank (UK) Ltd | 40,794 | $517.0K | 0.01% | −1,000−2.4% | Reduced |
| Elo Mutual Pension Insurance Co | 40,181 | $509.5K | 0.01% | +4,829+13.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 40,000 | $507.0K | 0.01% | −10,000−20.0% | Reduced |
| Ronald Blue Trust, Inc. | 22,046 | $499.8K | 0.01% | +12,688+135.6% | Added |
| Aigen Investment Management, LP | 39,211 | $497.2K | 0.10% | +39,211 | New |
| Crossmark Global Holdings, Inc. | 37,220 | $472.0K | 0.01% | −5,948−13.8% | Reduced |
| Capital Impact Advisors, LLC | 36,400 | $461.6K | 1.30% | +22,553+162.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 36,034 | $456.9K | 0.00% | +5,555+18.2% | Added |
| Zuckerman Investment Group, LLC | 36,000 | $456.5K | 0.05% | +36,000 | New |
| Concurrent Investment Advisors, LLC | 35,536 | $450.6K | 0.01% | +15,445+76.9% | Added |
| Comerica Bank | 34,564 | $438.3K | 0.00% | +9,410+37.4% | Added |
| Lazard Asset Management LLC | 34,079 | $432.0K | 0.00% | +28,858+552.7% | Added |
| Wealthfront Advisers LLC | 33,621 | $426.3K | 0.00% | +4,102+13.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 33,458 | $424.2K | 0.02% | +3,880+13.1% | Added |
| Steel Peak Wealth Management LLC | 33,346 | $422.8K | 0.02% | +10,754+47.6% | Added |
| Principal Financial Group Inc | 33,208 | $421.1K | 0.00% | −3,564−9.7% | Reduced |
| Nisa Investment Advisors, LLC | 32,500 | $412.1K | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 32,200 | $408.3K | 0.00% | +3,400+11.8% | Added |
| Diversified Trust Co | 31,815 | $403.4K | 0.01% | +7,429+30.5% | Added |
| Davy Global Fund Management Ltd | 31,236 | $396.1K | 0.05% | +31,236 | New |
| Boston Private Wealth LLC | 30,083 | $381.5K | 0.01% | −28,802−48.9% | Reduced |
| Centaurus Financial, Inc. | 30,000 | $380.0K | 0.03% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 29,800 | $378.0K | 0.00% | +4,400+17.3% | Added |
| Nebula Research & Development LLC | 29,509 | $374.2K | 0.06% | +29,509 | New |
| Green Alpha Advisors, LLC | 29,448 | $373.4K | 0.30% | −1,917−6.1% | Reduced |
| Maryland State Retirement & Pension System | 28,717 | $364.1K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 28,250 | $358.2K | 0.00% | −3,554−11.2% | Reduced |
| Janus Henderson Group PLC | 28,137 | $356.4K | 0.00% | −2,032−6.7% | Reduced |
| Prospera Financial Services Inc | 27,993 | $354.9K | 0.01% | −595−2.1% | Reduced |
| MBB Public Markets I LLC | 27,548 | $349.3K | 0.01% | +27,548 | New |
| Archford Capital Strategies, LLC | 27,387 | $347.3K | 0.06% | +4,342+18.8% | Added |
| J. Safra Sarasin Holding AG | 27,317 | $346.4K | 0.01% | +27,317 | New |
| Banque Cantonale Vaudoise | 26,786 | $339.0K | 0.01% | +10,829+67.9% | Added |
| Titleist Asset Management, LLC | 26,560 | $336.8K | 0.05% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 25,669 | $325.5K | 0.00% | −44,624−63.5% | Reduced |
| Cowa, LLC | 25,563 | $324.1K | 0.17% | +1,999+8.5% | Added |
| Amalgamated Bank | 25,501 | $323.0K | 0.00% | +166+0.7% | Added |
| Bank of Montreal | 24,451 | $310.2K | 0.00% | −55,989−69.6% | Reduced |
| Nations Financial Group Inc, | 24,436 | $309.8K | 0.03% | +24,436 | New |
| Axxcess Wealth Management, LLC | 24,231 | $307.2K | 0.01% | +5,621+30.2% | Added |
| Captrust Financial Advisors | 23,823 | $302.1K | 0.00% | −81,554−77.4% | Reduced |
| CIBC World Markets Corp | 23,612 | $299.4K | 0.00% | +7,772+49.1% | Added |
| Cerity Partners LLC | 23,520 | $298.2K | 0.00% | −6,343−21.2% | Reduced |
| HB Wealth Management, LLC | 23,123 | $293.2K | 0.00% | +23,123 | New |
| Straight Path Wealth Management | 23,000 | $291.6K | 0.15% | −20−0.1% | Reduced |
| Umb Bank N A | 23,000 | $291.6K | 0.00% | 00.0% | Unchanged |
| Axiom Advisory, LLC | 16,758 | $289.7K | 0.00% | +16,758 | New |
| Princeton Capital Management LLC | 22,791 | $289.0K | 0.09% | +5,212+29.6% | Added |
| MetLife Investment Management | 22,461 | $284.8K | 0.00% | +2,983+15.3% | Added |
| Swedbank AB | 21,817 | $276.6K | 0.00% | +21,817 | New |
| Toroso Investments, LLC | 21,629 | $274.3K | 0.00% | −95,728−81.6% | Reduced |
| Storebrand Asset Management AS | 21,225 | $269.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 20,970 | $265.9K | 0.03% | +2,792+15.4% | Added |
| Merit Financial Group, LLC | 20,953 | $265.7K | 0.01% | +2,056+10.9% | Added |
| Glass Jacobson Investment Advisors llc | 20,000 | $253.6K | 0.09% | 00.0% | Unchanged |
| M&T Bank Corp | 19,851 | $251.8K | 0.00% | −7,195−26.6% | Reduced |
| Interchange Capital Partners, LLC | 19,844 | $251.6K | 0.09% | +2,923+17.3% | Added |
| One River Asset Management, LLC | 18,870 | $239.3K | 0.13% | +18,870 | New |
| Thrivent Financial for Lutherans | 18,886 | $239.0K | 0.00% | +5,220+38.2% | Added |
| Sanctuary Advisors, LLC | 12,233 | $238.0K | 0.00% | +12,233 | New |
| Kestra Advisory Services, LLC | 18,576 | $235.5K | 0.00% | −13,140−41.4% | Reduced |
| Intellectus Partners, LLC | 18,557 | $235.3K | 0.06% | −1,000−5.1% | Reduced |
| Empowered Funds, LLC | 18,276 | $231.7K | 0.00% | +7,420+68.3% | Added |
| Bramshill Investments, LLC | 18,000 | $228.2K | 0.02% | +18,000 | New |
| CWM, LLC | 17,877 | $227.0K | 0.00% | +2,185+13.9% | Added |
| Smith Anglin Financial, LLC | 17,638 | $223.7K | 0.02% | −37,449−68.0% | Reduced |
| Meitav Dash Investments Ltd | 16,900 | $214.3K | 0.00% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 16,600 | $210.5K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 16,407 | $208.0K | 0.00% | −26,111−61.4% | Reduced |
| Advisory Services Network, LLC | 16,268 | $206.3K | 0.00% | +16,268 | New |
| DC Investments Management, LLC | 16,239 | $205.9K | 0.17% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16,100 | $204.1K | 0.02% | +9,000+126.8% | Added |
| Landscape Capital Management, L.L.C. | 15,793 | $200.3K | 0.02% | +15,793 | New |
| Avantax Advisory Services, Inc. | 15,777 | $200.1K | 0.00% | −3,813−19.5% | Reduced |