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, Q3 2024
Institutional positions in UiPath, Inc. as of Sep 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
- 421
- −52 vs. Q2 2024
- Shares held
- 299.8M
- −7.37M (−2.4%) vs. Q2 2024
- Total value
- $3.84B
- −$59.0M (−1.5%) vs. Q2 2024
- New holders
- 74
- 132 more added
- Sold out
- 126
- 151 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding UiPath, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 24 | $0 | 0.00% | +24 | New |
| Claris Advisors, LLC | 1 | $13 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 6 | $77 | 0.00% | −7−53.8% | Reduced |
| Addison Advisors LLC | 8 | $103 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 11 | $141 | 0.00% | +11 | New |
| Painted Porch Advisors LLC | 14 | $179 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 17 | $218 | 0.00% | +17 | New |
| St Germain D J Co Inc | 20 | $256 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $295 | 0.00% | −4−14.8% | Reduced |
| ORG Partners LLC | 27 | $345 | 0.00% | −100−78.7% | Reduced |
| JFS Wealth Advisors, LLC | 27 | $346 | 0.00% | −50−64.9% | Reduced |
| Larson Financial Group LLC | 36 | $461 | 0.00% | −212−85.5% | Reduced |
| TFC Financial Management | 39 | $500 | 0.00% | +39 | New |
| Riverview Trust Co | 40 | $512 | 0.00% | −1,029−96.3% | Reduced |
| Planning Capital Management Corp | 40 | $512 | 0.00% | +40 | New |
| Ashton Thomas Securities, LLC | 41 | $525 | 0.00% | +41 | New |
| Bruce G. Allen Investments, LLC | 42 | $538 | 0.00% | −6−12.5% | Reduced |
| CVA Family Office, LLC | 42 | $538 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 47 | $602 | 0.00% | −163−77.6% | Reduced |
| Financial Perspectives, Inc | 48 | $614 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $640 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 50 | $640 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 50 | $640 | 0.00% | +50 | New |
| Caitlin John, LLC | 50 | $677 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 36 | $816 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 67 | $1.00K | 0.00% | −75−52.8% | Reduced |
| Capital Advisors, Ltd. LLC | 85 | $1.00K | 0.00% | +28+49.1% | Added |
| Avion Wealth | 96 | $1.00K | 0.00% | +73+317.4% | Added |
| Fortitude Family Office, LLC | 84 | $1.07K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 90 | $1.11K | 0.00% | −50−35.7% | Reduced |
| Dunhill Financial, LLC | 92 | $1.18K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $1.28K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 107 | $1.37K | 0.00% | −123−53.5% | Reduced |
| Prestige Wealth Management Group LLC | 125 | $1.60K | 0.00% | +100+400.0% | Added |
| Cape Investment Advisory, Inc. | 140 | $1.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 192 | $2.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 162 | $2.07K | 0.00% | +162 | New |
| Quadrant Capital Group LLC | 191 | $2.44K | 0.00% | −673−77.9% | Reduced |
| Stone House Investment Management, LLC | 197 | $2.52K | 0.00% | +197 | New |
| Bear Mountain Capital, Inc. | 198 | $2.55K | 0.00% | +198 | New |
| Salem Investment Counselors Inc | 200 | $2.56K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $2.56K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 200 | $2.56K | 0.00% | +200 | New |
| C M Bidwell & Associates Ltd | 202 | $2.59K | 0.00% | −3,526−94.6% | Reduced |
| Tucker Asset Management LLC | 210 | $2.69K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 219 | $2.80K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 226 | $2.89K | 0.00% | −29−11.4% | Reduced |
| Bell Investment Advisors, Inc | 239 | $3.06K | 0.00% | −219−47.8% | Reduced |
| Bullock Wealth Management Group | 268 | $3.44K | 0.00% | −522−66.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 300 | $3.84K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 300 | $3.84K | 0.00% | +300 | New |
| Geneos Wealth Management Inc. | 303 | $3.88K | 0.00% | −694−69.6% | Reduced |
| IAG Wealth Partners, LLC | 350 | $4.48K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 357 | $4.57K | 0.00% | +357 | New |
| MCF Advisors LLC | 360 | $4.61K | 0.00% | +260+260.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 421 | $5.00K | 0.00% | −903−68.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 400 | $5.00K | 0.00% | +400 | New |
| Kennebec Savings Bank | 398 | $5.09K | 0.01% | +398 | New |
| Bogart Wealth, LLC | 400 | $5.12K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 440 | $5.63K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 488 | $6.25K | 0.00% | −70−12.5% | Reduced |
| Archer Investment Corp | 500 | $6.40K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 500 | $6.40K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $6.40K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 545 | $6.98K | 0.00% | +66+13.8% | Added |
| NBC Securities, Inc. | 561 | $7.00K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 611 | $7.82K | 0.00% | +611 | New |
| Banque Cantonale Vaudoise | 587 | $8.00K | 0.00% | −26,199−97.8% | Reduced |
| Huntington National Bank | 636 | $8.14K | 0.00% | +520+448.3% | Added |
| Eagle Bay Advisors LLC | 678 | $8.68K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 751 | $9.61K | 0.00% | −57,719−98.7% | Reduced |
| Rosenberg Matthew Hamilton | 819 | $10.5K | 0.00% | +819 | New |
| Sandy Spring Bank | 851 | $10.9K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 960 | $12.3K | 0.00% | −350−26.7% | Reduced |
| Coppell Advisory Solutions LLC | 1,000 | $12.8K | 0.00% | +1,000 | New |
| Skopos Labs, Inc. | 1,088 | $13.9K | 0.00% | +1,088 | New |
| Colonial Trust Advisors | 1,125 | $14.4K | 0.00% | +80+7.7% | Added |
| Ancora Advisors, LLC | 1,150 | $14.7K | 0.00% | −4,000−77.7% | Reduced |
| CIBC Private Wealth Group, LLC | 1,166 | $14.9K | 0.00% | +60+5.4% | Added |
| HHM Wealth Advisors, LLC | 1,210 | $15.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,232 | $15.8K | 0.00% | −2,444−66.5% | Reduced |
| Bryn Mawr Trust Co | 1,236 | $15.8K | 0.00% | +1,236 | New |
| Global Retirement Partners, LLC | 1,295 | $16.6K | 0.00% | +4+0.3% | Added |
| Smartleaf Asset Management LLC | 1,302 | $16.7K | 0.00% | +709+119.6% | Added |
| Ci Investments Inc. | 1,317 | $17.0K | 0.00% | +598+83.2% | Added |
| GAMMA Investing LLC | 1,337 | $17.1K | 0.00% | −254−16.0% | Reduced |
| Covestor Ltd | 1,418 | $19.0K | 0.01% | −6,483−82.1% | Reduced |
| Principal Securities, Inc. | 1,592 | $20.4K | 0.00% | +125+8.5% | Added |
| Spire Wealth Management | 1,618 | $20.7K | 0.00% | −2,940−64.5% | Reduced |
| First Horizon Advisors, Inc. | 1,683 | $21.5K | 0.00% | −1,738−50.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,758 | $22.5K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,787 | $22.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,850 | $23.7K | 0.00% | +100+5.7% | Added |
| Lindbrook Capital, LLC | 1,902 | $24.3K | 0.00% | +974+105.0% | Added |
| Future Financial Wealth Managment LLC | 2,000 | $25.6K | 0.02% | +2,000 | New |
| JTC Employer Solutions Trusteee Ltd | 2,068 | $26.0K | 0.00% | +2,068 | New |
| Bangor Savings Bank | 2,059 | $26.4K | 0.00% | −64,981−96.9% | Reduced |
| Hantz Financial Services, Inc. | 2,244 | $29.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,271 | $29.1K | 0.00% | −3,658−61.7% | Reduced |
| Jones Financial Companies LLLP | 2,502 | $32.0K | 0.00% | +2,402+2,402.0% | Added |