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 |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 561 | $7.11K | 0.00% | −724−56.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 558 | $7.08K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 561 | $7.00K | 0.00% | +461+461.0% | Added |
| 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 |
| Parkside Financial Bank & Trust | 479 | $6.08K | 0.00% | −72−13.1% | Reduced |
| Ulland Investment Advisors, LLC | 500 | $6.00K | 0.00% | −450−47.4% | Reduced |
| FNY Investment Advisers, LLC | 500 | $6.00K | 0.00% | +500 | New |
| Bell Investment Advisors, Inc | 458 | $5.81K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 440 | $5.58K | 0.00% | −1,747−79.9% | Reduced |
| Quarry LP | 417 | $5.29K | 0.00% | −2,404−85.2% | Reduced |
| Atlas Capital Advisors LLC | 400 | $5.07K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 400 | $5.07K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 350 | $4.44K | 0.00% | 00.0% | Unchanged |
| 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 |
| Zions Bancorporation, N.A. | 293 | $3.71K | 0.00% | +259+761.8% | Added |
| Riggs Asset Managment Co. Inc. | 274 | $3.48K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 263 | $3.33K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 255 | $3.23K | 0.00% | −4,962−95.1% | Reduced |
| Old Point Trust & Financial Services N A | 250 | $3.17K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 248 | $3.15K | 0.00% | +234+1,671.4% | Added |
| Massmutual Trust Co FSB | 230 | $2.92K | 0.00% | +58+33.7% | Added |
| Contravisory Investment Management, Inc. | 230 | $2.92K | 0.00% | +230 | New |
| CoreCap Advisors, LLC | 219 | $2.78K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 210 | $2.66K | 0.00% | +50+31.3% | 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 |
| Sachetta, LLC | 210 | $2.53K | 0.00% | +163+346.8% | Added |
| Wetzel Investment Advisors, Inc. | 100 | $2.27K | 0.00% | 00.0% | Unchanged |
| 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 |
| TD Waterhouse Canada Inc. | 140 | $1.81K | 0.00% | −142,858−99.9% | Reduced |
| Cape Investment Advisory, Inc. | 140 | $1.77K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 127 | $1.64K | 0.00% | −1,112−89.7% | 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 |
| Huntington National Bank | 116 | $1.47K | 0.00% | −139−54.5% | Reduced |
| Toth Financial Advisory Corp | 101 | $1.28K | 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 |
| WealthCollab, LLC | 98 | $1.24K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 92 | $1.17K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 84 | $1.06K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 57 | $1.00K | 0.00% | +27+90.0% | Added |
| JFS Wealth Advisors, LLC | 77 | $977 | 0.00% | +66+600.0% | Added |
| Hilltop National Bank | 70 | $888 | 0.00% | +50+250.0% | Added |
| Rise Advisors, LLC | 55 | $697 | 0.00% | 00.0% | Unchanged |
| 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 |
| Abound Wealth Management | 49 | $622 | 0.00% | −4−7.5% | Reduced |
| Financial Perspectives, Inc | 48 | $609 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 48 | $609 | 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 |
| Nemes Rush Group LLC | 36 | $456 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $343 | 0.00% | +26+2,600.0% | Added |
| Fifth Third Bancorp | 26 | $330 | 0.00% | +2+8.3% | Added |
| Prestige Wealth Management Group LLC | 25 | $317 | 0.00% | 00.0% | Unchanged |
| 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 |
| Painted Porch Advisors LLC | 14 | $178 | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 13 | $165 | 0.00% | +11+550.0% | Added |
| Versant Capital Management, Inc | 10 | $127 | 0.00% | −12−54.5% | Reduced |
| Addison Advisors LLC | 8 | $102 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 6 | $76 | 0.00% | +6 | New |
| Anfield Capital Management, LLC | 4 | $51 | 0.00% | +4 | New |
| 1620 Investment Advisors, Inc. | 2 | $25 | 0.00% | +2 | New |
| Gradient Investments LLC | 1 | $13 | 0.00% | +1 | New |
| HighMark Wealth Management LLC | 20 | $0 | 0.00% | −1,155−98.3% | Reduced |
| Avion Wealth | 23 | $0 | 0.00% | +23 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,365,049−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −992,574−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −638,016−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −515,733−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −392,213−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −389,976−100.0% | Sold out |
| Inflection Point Investments LLP | 0 | $0 | 0.00% | −370,823−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −367,464−100.0% | Sold out |
| AlpInvest Partners B.V. | 0 | $0 | 0.00% | −327,231−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −301,285−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −272,434−100.0% | Sold out |
| Renaissance Capital LLC | 0 | $0 | 0.00% | −250,295−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −240,062−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −210,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −200,313−100.0% | Sold out |
| Stephens Investment Management Group LLC | 0 | $0 | 0.00% | −159,004−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −144,817−100.0% | Sold out |
| Diker Management LLC | 0 | $0 | 0.00% | −142,100−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −137,300−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −124,919−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −114,312−100.0% | Sold out |