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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 15,541 | $197.1K | 0.00% | −6,501−29.5% | Reduced |
| Left Brain Wealth Management, LLC | 15,350 | $194.6K | 0.09% | −1,400−8.4% | Reduced |
| Atomi Financial Group, Inc. | 14,503 | $183.9K | 0.01% | −1,162−7.4% | Reduced |
| Diametric Capital, LP | 14,491 | $183.7K | 0.10% | +14,491 | New |
| Parallax Volatility Advisers, L.P. | 14,401 | $182.6K | 0.00% | −17,037−54.2% | Reduced |
| Aviva PLC | 14,284 | $181.1K | 0.00% | −76,760−84.3% | Reduced |
| Neuberger Berman Group LLC | 14,038 | $178.0K | 0.00% | −5,316−27.5% | Reduced |
| Equitable Holdings, Inc. | 13,840 | $175.5K | 0.00% | −5,376−28.0% | Reduced |
| Intech Investment Management LLC | 13,761 | $174.5K | 0.00% | −84−0.6% | Reduced |
| CIBC Asset Management Inc | 13,564 | $172.0K | 0.00% | +3,177+30.6% | Added |
| Franklin Resources Inc | 13,555 | $171.9K | 0.00% | +3,841+39.5% | Added |
| Centiva Capital, LP | 13,555 | $171.9K | 0.01% | −59,939−81.6% | Reduced |
| Two Sigma Securities, LLC | 13,412 | $170.1K | 0.01% | −8,218−38.0% | Reduced |
| Quantbot Technologies LP | 13,250 | $168.0K | 0.01% | +13,250 | New |
| Commerce Bank | 12,966 | $164.4K | 0.00% | +2,702+26.3% | Added |
| Mercer Global Advisors Inc | 12,422 | $163.9K | 0.00% | +12,422 | New |
| Dynamic Technology Lab Private Ltd | 12,664 | $161.0K | 0.02% | +3,853+43.7% | Added |
| Quintet Private Bank (Europe) S.A. | 10,814 | $160.4K | 0.01% | −15,634−59.1% | Reduced |
| Prudential Financial Inc | 12,409 | $157.3K | 0.00% | −140,540−91.9% | Reduced |
| Vista Wealth Management Group, LLC | 12,170 | $154.3K | 0.01% | +10+0.1% | Added |
| Strategic Advocates LLC | 11,563 | $146.6K | 0.06% | +11,563 | New |
| B. Metzler seel. Sohn & Co. AG | 11,432 | $145.0K | 0.00% | +374+3.4% | Added |
| Powell Investment Advisors, LLC | 11,390 | $144.4K | 0.07% | +900+8.6% | Added |
| O'Shaughnessy Asset Management, LLC | 11,148 | $141.4K | 0.00% | −7,700−40.9% | Reduced |
| MML Investors Services, LLC | 11,051 | $140.0K | 0.00% | −30,910−73.7% | Reduced |
| Prelude Capital Management, LLC | 10,878 | $137.9K | 0.01% | −15,607−58.9% | Reduced |
| CI Private Wealth, LLC | 10,485 | $132.9K | 0.00% | −25,991−71.3% | Reduced |
| Rakuten Securities, Inc. | 10,309 | $130.7K | 0.06% | +7,284+240.8% | Added |
| Advisory Alpha, LLC | 10,292 | $130.5K | 0.01% | +10,292 | New |
| Gladstone Institutional Advisory LLC | 10,179 | $129.1K | 0.01% | +10,179 | New |
| Macquarie Group Ltd | 10,145 | $128.6K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,052 | $127.5K | 0.00% | +10,052 | New |
| Koss-Olinger Consulting, LLC | 10,000 | $127.0K | 0.01% | +10,000 | New |
| Signaturefd, LLC | 10,007 | $126.9K | 0.00% | −5,302−34.6% | 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 |
| Quest Partners LLC | 9,863 | $125.1K | 0.02% | −20,296−67.3% | Reduced |
| Harbour Investments, Inc. | 9,670 | $122.6K | 0.00% | +1,052+12.2% | Added |
| Covestor Ltd | 7,901 | $100.0K | 0.06% | +7,337+1,300.9% | Added |
| The PNC Financial Services Group, Inc. | 7,877 | $99.9K | 0.00% | −12,603−61.5% | Reduced |
| Westpac Banking Corp | 7,797 | $98.9K | 0.01% | +5,571+250.3% | Added |
| International Assets Investment Management, LLC | 7,565 | $95.9K | 0.01% | +7,565 | New |
| Corebridge Financial, Inc. | 7,068 | $89.6K | 0.00% | +7,068 | New |
| Farther Finance Advisors, LLC | 6,012 | $77.4K | 0.00% | +1,184+24.5% | Added |
| Rakuten Investment Management, Inc. | 6,023 | $76.4K | 0.00% | +2,675+79.9% | Added |
| V-Square Quantitative Management LLC | 5,929 | $75.2K | 0.01% | +5,929 | New |
| Allworth Financial LP | 6,232 | $75.1K | 0.00% | +3,205+105.9% | Added |
| Caldwell Sutter Capital, Inc. | 5,898 | $74.8K | 0.04% | 00.0% | Unchanged |
| Vestcor Inc | 5,782 | $73.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5,754 | $73.0K | 0.00% | +1,600+38.5% | Added |
| Ancora Advisors, LLC | 5,150 | $65.3K | 0.00% | +10+0.2% | Added |
| Voisard Asset Management Group, Inc. | 5,000 | $63.4K | 0.03% | +5,000 | New |
| Plato Investment Management Ltd | 4,760 | $60.4K | 0.01% | −35,218−88.1% | Reduced |
| Whittier Trust Co | 4,722 | $59.9K | 0.00% | −9,139−65.9% | Reduced |
| Spire Wealth Management | 4,558 | $57.8K | 0.00% | −20,808−82.0% | Reduced |
| Ostrum Asset Management | 4,434 | $56.2K | 0.00% | −345−7.2% | Reduced |
| Tyler-Stone Wealth Management | 3,870 | $49.1K | 0.02% | −680−14.9% | Reduced |
| Advisors Asset Management, Inc. | 3,788 | $48.0K | 0.00% | +751+24.7% | Added |
| C M Bidwell & Associates Ltd | 3,728 | $47.3K | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 3,495 | $45.0K | 0.00% | −100−2.8% | Reduced |
| EverSource Wealth Advisors, LLC | 3,676 | $44.7K | 0.00% | +757+25.9% | Added |
| Quent Capital, LLC | 3,431 | $43.5K | 0.00% | −149−4.2% | Reduced |
| Redwood Wealth Management Group, LLC | 3,429 | $43.5K | 0.03% | +3,429 | New |
| First Horizon Advisors, Inc. | 3,421 | $43.4K | 0.00% | +18+0.5% | Added |
| Pingora Partners LLC | 3,270 | $41.5K | 0.03% | +300+10.1% | Added |
| Steward Partners Investment Advisory, LLC | 3,071 | $38.9K | 0.00% | −2,607−45.9% | Reduced |
| Burkett Financial Services, LLC | 2,959 | $37.5K | 0.02% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 2,800 | $35.5K | 0.01% | +2,150+330.8% | Added |
| Unique Wealth Strategies, LLC | 1,244 | $28.2K | 0.01% | +1,244 | New |
| Hantz Financial Services, Inc. | 2,244 | $28.0K | 0.00% | +1,989+780.0% | Added |
| Allspring Global Investments Holdings, LLC | 1,824 | $23.1K | 0.00% | −17,385−90.5% | Reduced |
| Manchester Capital Management LLC | 1,787 | $22.7K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,758 | $22.3K | 0.01% | +1,758 | New |
| Private Trust Co NA | 1,750 | $22.2K | 0.00% | −1,756−50.1% | Reduced |
| GAMMA Investing LLC | 1,591 | $20.2K | 0.00% | −613−27.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,500 | $19.0K | 0.00% | +1,500 | New |
| Principal Securities, Inc. | 1,467 | $18.6K | 0.00% | −3,563−70.8% | Reduced |
| Central Trust Co | 1,310 | $16.6K | 0.00% | −1,770−57.5% | Reduced |
| Global Retirement Partners, LLC | 1,291 | $16.4K | 0.00% | −46−3.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,324 | $16.0K | 0.00% | −973−42.4% | Reduced |
| HHM Wealth Advisors, LLC | 1,210 | $15.3K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 1,200 | $15.2K | 0.01% | +1,200 | New |
| CIBC Private Wealth Group, LLC | 1,106 | $14.2K | 0.00% | −782−41.4% | Reduced |
| Riverview Trust Co | 1,069 | $13.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,045 | $13.3K | 0.00% | +80+8.3% | Added |
| Orion Capital Management LLC | 1,000 | $12.7K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 997 | $12.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 928 | $11.8K | 0.00% | −1,099−54.2% | Reduced |
| RFP Financial Group LLC | 875 | $11.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 864 | $11.0K | 0.00% | −1,590−64.8% | Reduced |
| Sandy Spring Bank | 851 | $10.8K | 0.00% | −336−28.3% | Reduced |
| Bullock Wealth Management Group | 790 | $10.2K | 0.01% | −7,154−90.1% | Reduced |
| Ci Investments Inc. | 719 | $9.00K | 0.00% | −89−11.0% | Reduced |
| Cornerstone Wealth Management, LLC | 685 | $8.69K | 0.00% | +685 | New |
| Eagle Bay Advisors LLC | 678 | $8.60K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 355 | $8.05K | 0.00% | +338+1,988.2% | Added |
| Benjamin Edwards Inc | 610 | $8.00K | 0.00% | −244−28.6% | Reduced |
| ICA Group Wealth Management, LLC | 600 | $7.61K | 0.00% | −50−7.7% | Reduced |
| Smartleaf Asset Management LLC | 593 | $7.52K | 0.00% | +511+623.2% | Added |