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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 38,745 | $495.9K | 0.00% | −22,527−36.8% | Reduced |
| Natixis | 37,625 | $481.6K | 0.00% | +37,625 | New |
| Principal Financial Group Inc | 36,685 | $469.6K | 0.00% | +3,477+10.5% | Added |
| FMR LLC | 36,424 | $466.2K | 0.00% | −17,420,860−99.8% | Reduced |
| Pacer Advisors, Inc. | 36,268 | $464.2K | 0.00% | −5,419,581−99.3% | Reduced |
| Captrust Financial Advisors | 36,225 | $463.7K | 0.00% | +12,402+52.1% | Added |
| Danske Bank A/S | 35,257 | $451.3K | 0.00% | −123,189−77.7% | Reduced |
| Benjamin Edwards Inc | 34,810 | $445.5K | 0.01% | +34,200+5,606.6% | Added |
| Green Alpha Advisors, LLC | 33,674 | $431.0K | 0.34% | +4,226+14.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 32,579 | $417.0K | 0.02% | −879−2.6% | Reduced |
| Wealthfront Advisers LLC | 32,491 | $415.9K | 0.00% | −1,130−3.4% | Reduced |
| Mariner, LLC | 32,272 | $413.1K | 0.00% | −20,405−38.7% | Reduced |
| M&T Bank Corp | 31,791 | $406.7K | 0.00% | +11,940+60.1% | Added |
| Centaurus Financial, Inc. | 30,200 | $387.0K | 0.02% | +200+0.7% | Added |
| Ronald Blue Trust, Inc. | 30,085 | $381.5K | 0.00% | +8,039+36.5% | Added |
| Comerica Bank | 29,362 | $375.8K | 0.00% | −5,202−15.1% | Reduced |
| Cresset Asset Management, LLC | 29,007 | $371.3K | 0.00% | −17,495−37.6% | Reduced |
| Colony Group, LLC | 28,243 | $365.1K | 0.00% | +28,243 | New |
| Northwestern Mutual Wealth Management Co | 28,455 | $364.2K | 0.00% | −653,623−95.8% | Reduced |
| Princeton Capital Management LLC | 27,855 | $356.5K | 0.11% | +5,064+22.2% | Added |
| Quest Partners LLC | 27,756 | $355.3K | 0.03% | +17,893+181.4% | Added |
| Archford Capital Strategies, LLC | 27,651 | $352.3K | 0.05% | +264+1.0% | Added |
| Amalgamated Bank | 27,312 | $350.0K | 0.00% | +1,811+7.1% | Added |
| Steel Peak Wealth Management LLC | 27,253 | $348.8K | 0.02% | −6,093−18.3% | Reduced |
| Titleist Asset Management, LLC | 27,032 | $346.0K | 0.05% | +472+1.8% | Added |
| Cowa, LLC | 26,681 | $341.5K | 0.16% | +1,118+4.4% | Added |
| Nations Financial Group Inc, | 26,090 | $334.0K | 0.02% | +1,654+6.8% | Added |
| MetLife Investment Management | 25,138 | $321.8K | 0.00% | +2,677+11.9% | Added |
| Concurrent Investment Advisors, LLC | 24,839 | $317.9K | 0.01% | −10,697−30.1% | Reduced |
| HB Wealth Management, LLC | 24,273 | $310.7K | 0.00% | +1,150+5.0% | Added |
| Utah Retirement Systems | 23,800 | $304.6K | 0.00% | −41,259−63.4% | Reduced |
| Prospera Financial Services Inc | 23,611 | $302.2K | 0.01% | −4,382−15.7% | Reduced |
| One River Asset Management, LLC | 23,096 | $295.6K | 0.33% | +4,226+22.4% | Added |
| Umb Bank N A | 23,000 | $294.4K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 22,494 | $288.0K | 0.02% | −125,298−84.8% | Reduced |
| Investment Management Corp of Ontario | 22,296 | $285.4K | 0.01% | +22,296 | New |
| Maryland State Retirement & Pension System | 22,223 | $284.5K | 0.01% | −6,494−22.6% | Reduced |
| Straight Path Wealth Management | 22,000 | $281.6K | 0.12% | −1,000−4.3% | Reduced |
| Toroso Investments, LLC | 21,690 | $277.6K | 0.00% | +61+0.3% | Added |
| Private Advisor Group, LLC | 21,368 | $273.5K | 0.00% | −4,301−16.8% | Reduced |
| Thrivent Financial for Lutherans | 20,881 | $267.0K | 0.00% | +1,995+10.6% | Added |
| Versor Investments LP | 20,800 | $266.2K | 0.04% | +20,800 | New |
| Prosperity Wealth Management, Inc. | 20,755 | $265.7K | 0.11% | +20,755 | New |
| AXA S.A. | 20,591 | $263.6K | 0.00% | −32,425−61.2% | Reduced |
| Counterpoint Mutual Funds LLC | 20,568 | $263.3K | 0.05% | +20,568 | New |
| Korea Investment CORP | 20,266 | $259.4K | 0.00% | −675,191−97.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 20,000 | $256.0K | 0.08% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 19,760 | $252.9K | 0.02% | −1,210−5.8% | Reduced |
| Woodline Partners LP | 19,494 | $249.5K | 0.00% | +19,494 | New |
| KBC Group NV | 19,436 | $249.0K | 0.00% | −23,158−54.4% | Reduced |
| Cantor Fitzgerald, L. P. | 19,393 | $248.2K | 0.02% | +19,393 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 18,799 | $241.0K | 0.00% | +2,392+14.6% | Added |
| Merit Financial Group, LLC | 17,350 | $222.1K | 0.00% | −3,603−17.2% | Reduced |
| Meitav Dash Investments Ltd | 16,900 | $215.7K | 0.00% | 00.0% | Unchanged |
| Axiom Advisory, LLC | 17,024 | $208.4K | 0.00% | +266+1.6% | Added |
| DC Investments Management, LLC | 16,239 | $207.9K | 0.15% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 16,268 | $206.3K | 0.00% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 15,907 | $203.6K | 0.05% | −2,650−14.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,618 | $199.9K | 0.00% | +15,618 | New |
| Avantax Advisory Services, Inc. | 15,561 | $199.2K | 0.00% | −216−1.4% | Reduced |
| Donoghue Forlines LLC | 15,479 | $198.1K | 0.06% | +15,479 | New |
| Oak Thistle LLC | 15,305 | $195.9K | 0.06% | +15,305 | New |
| AdvisorNet Financial, Inc | 15,190 | $194.4K | 0.01% | −910−5.7% | Reduced |
| GWM Advisors LLC | 14,806 | $189.5K | 0.00% | −735−4.7% | Reduced |
| Left Brain Wealth Management, LLC | 14,785 | $189.2K | 0.09% | −565−3.7% | Reduced |
| Ariadne Wealth Management, LP | 13,889 | $185.8K | 0.10% | +13,889 | New |
| The PNC Financial Services Group, Inc. | 14,246 | $182.3K | 0.00% | +6,369+80.9% | Added |
| Moloney Securities Asset Management, LLC | 14,050 | $179.8K | 0.02% | −29,750−67.9% | Reduced |
| CIBC Asset Management Inc | 14,005 | $179.3K | 0.00% | +441+3.3% | Added |
| Fox Run Management, L.L.C. | 13,785 | $176.4K | 0.04% | +13,785 | New |
| CI Private Wealth, LLC | 13,759 | $176.1K | 0.00% | +3,274+31.2% | Added |
| Omers Administration Corp | 13,443 | $172.1K | 0.00% | −88,100−86.8% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 13,391 | $171.4K | 0.00% | +13,391 | New |
| Commerce Bank | 13,351 | $170.9K | 0.00% | +385+3.0% | Added |
| Prudential Financial Inc | 12,409 | $158.8K | 0.00% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 12,221 | $156.4K | 0.01% | +51+0.4% | Added |
| Quantinno Capital Management LP | 12,011 | $153.7K | 0.00% | +12,011 | New |
| Atomi Financial Group, Inc. | 11,866 | $151.9K | 0.01% | −2,637−18.2% | Reduced |
| Smith Anglin Financial, LLC | 11,645 | $149.1K | 0.01% | −5,993−34.0% | Reduced |
| GW Henssler & Associates Ltd | 11,614 | $148.7K | 0.01% | +11,614 | New |
| Quintet Private Bank (Europe) S.A. | 11,311 | $144.8K | 0.01% | +497+4.6% | Added |
| United Capital Financial Advisers, LLC | 11,267 | $144.2K | 0.00% | +11,267 | New |
| Kestra Advisory Services, LLC | 11,259 | $144.1K | 0.00% | −7,317−39.4% | Reduced |
| Harbour Investments, Inc. | 10,832 | $138.7K | 0.00% | +1,162+12.0% | Added |
| Vident Advisory, LLC | 10,725 | $137.3K | 0.00% | −58,267−84.5% | Reduced |
| Octavia Wealth Advisors, LLC | 10,321 | $132.1K | 0.02% | +10,321 | New |
| Franklin Resources Inc | 10,160 | $129.4K | 0.00% | −3,395−25.0% | Reduced |
| Essex Private Wealth Management, LLC | 10,001 | $128.0K | 0.30% | +10,001 | New |
| 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 |
| Signaturefd, LLC | 9,950 | $127.4K | 0.00% | −57−0.6% | Reduced |
| Lazard Asset Management LLC | 9,965 | $127.0K | 0.00% | −24,114−70.8% | Reduced |
| Sterling Capital Management LLC | 9,033 | $115.6K | 0.00% | +9,033 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,300 | $106.2K | 0.00% | +8,300 | New |
| Corebridge Financial, Inc. | 7,790 | $99.7K | 0.00% | +722+10.2% | Added |
| Allworth Financial LP | 6,570 | $84.1K | 0.00% | +338+5.4% | Added |
| Clearstead Advisors, LLC | 6,254 | $80.1K | 0.00% | +500+8.7% | Added |
| Caldwell Sutter Capital, Inc. | 5,898 | $75.5K | 0.04% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 5,622 | $72.0K | 0.00% | −15,603−73.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,300 | $67.8K | 0.00% | −285,152−98.2% | Reduced |