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 |
|---|---|---|---|---|---|
| Performa Ltd (US), LLC | 2,650 | $33.9K | 0.01% | −150−5.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,907 | $37.2K | 0.00% | −164−5.3% | Reduced |
| Burkett Financial Services, LLC | 2,959 | $37.9K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 3,146 | $40.3K | 0.01% | +2,729+654.4% | Added |
| Pingora Partners LLC | 3,270 | $41.9K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 3,390 | $43.0K | 0.00% | −180,411−98.2% | Reduced |
| Quent Capital, LLC | 3,431 | $43.9K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3,461 | $44.3K | 0.02% | −6,848−66.4% | Reduced |
| Advisors Asset Management, Inc. | 3,699 | $47.3K | 0.00% | −89−2.3% | Reduced |
| Whittier Trust Co | 3,934 | $50.4K | 0.00% | −788−16.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,098 | $52.5K | 0.00% | +2,274+124.7% | Added |
| PEAK6 Investments LLC | 4,130 | $52.9K | 0.00% | −160,149−97.5% | Reduced |
| Globeflex Capital L P | 4,238 | $54.2K | 0.01% | +4,238 | New |
| True Wealth Design, LLC | 4,362 | $55.8K | 0.02% | +4,342+21,710.0% | Added |
| Farther Finance Advisors, LLC | 4,620 | $59.1K | 0.00% | −1,392−23.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,646 | $59.5K | 0.00% | +4,646 | New |
| Kovitz Investment Group Partners, LLC | 10,663 | $60.8K | 0.00% | +10,663 | New |
| Plato Investment Management Ltd | 4,760 | $60.9K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5,000 | $64.0K | 0.03% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 5,045 | $64.6K | 0.02% | +5,045 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,300 | $67.8K | 0.00% | −285,152−98.2% | Reduced |
| Storebrand Asset Management AS | 5,622 | $72.0K | 0.00% | −15,603−73.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,898 | $75.5K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,254 | $80.1K | 0.00% | +500+8.7% | Added |
| Allworth Financial LP | 6,570 | $84.1K | 0.00% | +338+5.4% | Added |
| Corebridge Financial, Inc. | 7,790 | $99.7K | 0.00% | +722+10.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,300 | $106.2K | 0.00% | +8,300 | New |
| Sterling Capital Management LLC | 9,033 | $115.6K | 0.00% | +9,033 | New |
| Lazard Asset Management LLC | 9,965 | $127.0K | 0.00% | −24,114−70.8% | Reduced |
| Signaturefd, LLC | 9,950 | $127.4K | 0.00% | −57−0.6% | Reduced |
| Koss-Olinger Consulting, LLC | 10,000 | $128.0K | 0.01% | 00.0% | Unchanged |
| Congress Park Capital LLC | 10,000 | $128.0K | 0.05% | 00.0% | Unchanged |
| Essex Private Wealth Management, LLC | 10,001 | $128.0K | 0.30% | +10,001 | New |
| Franklin Resources Inc | 10,160 | $129.4K | 0.00% | −3,395−25.0% | Reduced |
| Octavia Wealth Advisors, LLC | 10,321 | $132.1K | 0.02% | +10,321 | New |
| Vident Advisory, LLC | 10,725 | $137.3K | 0.00% | −58,267−84.5% | Reduced |
| Harbour Investments, Inc. | 10,832 | $138.7K | 0.00% | +1,162+12.0% | Added |
| Kestra Advisory Services, LLC | 11,259 | $144.1K | 0.00% | −7,317−39.4% | Reduced |
| United Capital Financial Advisers, LLC | 11,267 | $144.2K | 0.00% | +11,267 | New |
| Quintet Private Bank (Europe) S.A. | 11,311 | $144.8K | 0.01% | +497+4.6% | Added |
| GW Henssler & Associates Ltd | 11,614 | $148.7K | 0.01% | +11,614 | New |
| Smith Anglin Financial, LLC | 11,645 | $149.1K | 0.01% | −5,993−34.0% | Reduced |
| Atomi Financial Group, Inc. | 11,866 | $151.9K | 0.01% | −2,637−18.2% | Reduced |
| Quantinno Capital Management LP | 12,011 | $153.7K | 0.00% | +12,011 | New |
| Vista Wealth Management Group, LLC | 12,221 | $156.4K | 0.01% | +51+0.4% | Added |
| Prudential Financial Inc | 12,409 | $158.8K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 13,351 | $170.9K | 0.00% | +385+3.0% | Added |
| Deerfield Management Company, L.P. (Series C) | 13,391 | $171.4K | 0.00% | +13,391 | New |
| Omers Administration Corp | 13,443 | $172.1K | 0.00% | −88,100−86.8% | Reduced |
| CI Private Wealth, LLC | 13,759 | $176.1K | 0.00% | +3,274+31.2% | Added |
| Fox Run Management, L.L.C. | 13,785 | $176.4K | 0.04% | +13,785 | New |
| CIBC Asset Management Inc | 14,005 | $179.3K | 0.00% | +441+3.3% | Added |
| Moloney Securities Asset Management, LLC | 14,050 | $179.8K | 0.02% | −29,750−67.9% | Reduced |
| The PNC Financial Services Group, Inc. | 14,246 | $182.3K | 0.00% | +6,369+80.9% | Added |
| Ariadne Wealth Management, LP | 13,889 | $185.8K | 0.10% | +13,889 | New |
| Left Brain Wealth Management, LLC | 14,785 | $189.2K | 0.09% | −565−3.7% | Reduced |
| GWM Advisors LLC | 14,806 | $189.5K | 0.00% | −735−4.7% | Reduced |
| AdvisorNet Financial, Inc | 15,190 | $194.4K | 0.01% | −910−5.7% | Reduced |
| Oak Thistle LLC | 15,305 | $195.9K | 0.06% | +15,305 | New |
| Donoghue Forlines LLC | 15,479 | $198.1K | 0.06% | +15,479 | New |
| Avantax Advisory Services, Inc. | 15,561 | $199.2K | 0.00% | −216−1.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,618 | $199.9K | 0.00% | +15,618 | New |
| Intellectus Partners, LLC | 15,907 | $203.6K | 0.05% | −2,650−14.3% | Reduced |
| Advisory Services Network, LLC | 16,268 | $206.3K | 0.00% | 00.0% | Unchanged |
| DC Investments Management, LLC | 16,239 | $207.9K | 0.15% | 00.0% | Unchanged |
| Axiom Advisory, LLC | 17,024 | $208.4K | 0.00% | +266+1.6% | Added |
| Meitav Dash Investments Ltd | 16,900 | $215.7K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 17,350 | $222.1K | 0.00% | −3,603−17.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 18,799 | $241.0K | 0.00% | +2,392+14.6% | Added |
| Cantor Fitzgerald, L. P. | 19,393 | $248.2K | 0.02% | +19,393 | New |
| KBC Group NV | 19,436 | $249.0K | 0.00% | −23,158−54.4% | Reduced |
| Woodline Partners LP | 19,494 | $249.5K | 0.00% | +19,494 | New |
| Sunbelt Securities, Inc. | 19,760 | $252.9K | 0.02% | −1,210−5.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 20,000 | $256.0K | 0.08% | 00.0% | Unchanged |
| Korea Investment CORP | 20,266 | $259.4K | 0.00% | −675,191−97.1% | Reduced |
| Counterpoint Mutual Funds LLC | 20,568 | $263.3K | 0.05% | +20,568 | New |
| AXA S.A. | 20,591 | $263.6K | 0.00% | −32,425−61.2% | Reduced |
| Prosperity Wealth Management, Inc. | 20,755 | $265.7K | 0.11% | +20,755 | New |
| Versor Investments LP | 20,800 | $266.2K | 0.04% | +20,800 | New |
| Thrivent Financial for Lutherans | 20,881 | $267.0K | 0.00% | +1,995+10.6% | Added |
| Private Advisor Group, LLC | 21,368 | $273.5K | 0.00% | −4,301−16.8% | Reduced |
| Toroso Investments, LLC | 21,690 | $277.6K | 0.00% | +61+0.3% | Added |
| Straight Path Wealth Management | 22,000 | $281.6K | 0.12% | −1,000−4.3% | Reduced |
| Maryland State Retirement & Pension System | 22,223 | $284.5K | 0.01% | −6,494−22.6% | Reduced |
| Investment Management Corp of Ontario | 22,296 | $285.4K | 0.01% | +22,296 | New |
| Virtu Financial LLC | 22,494 | $288.0K | 0.02% | −125,298−84.8% | Reduced |
| Umb Bank N A | 23,000 | $294.4K | 0.00% | 00.0% | Unchanged |
| One River Asset Management, LLC | 23,096 | $295.6K | 0.33% | +4,226+22.4% | Added |
| Prospera Financial Services Inc | 23,611 | $302.2K | 0.01% | −4,382−15.7% | Reduced |
| Utah Retirement Systems | 23,800 | $304.6K | 0.00% | −41,259−63.4% | Reduced |
| HB Wealth Management, LLC | 24,273 | $310.7K | 0.00% | +1,150+5.0% | Added |
| Concurrent Investment Advisors, LLC | 24,839 | $317.9K | 0.01% | −10,697−30.1% | Reduced |
| MetLife Investment Management | 25,138 | $321.8K | 0.00% | +2,677+11.9% | Added |
| Nations Financial Group Inc, | 26,090 | $334.0K | 0.02% | +1,654+6.8% | Added |
| Cowa, LLC | 26,681 | $341.5K | 0.16% | +1,118+4.4% | Added |
| Titleist Asset Management, LLC | 27,032 | $346.0K | 0.05% | +472+1.8% | Added |
| Steel Peak Wealth Management LLC | 27,253 | $348.8K | 0.02% | −6,093−18.3% | Reduced |
| Amalgamated Bank | 27,312 | $350.0K | 0.00% | +1,811+7.1% | Added |
| Archford Capital Strategies, LLC | 27,651 | $352.3K | 0.05% | +264+1.0% | Added |
| Quest Partners LLC | 27,756 | $355.3K | 0.03% | +17,893+181.4% | Added |