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 |
|---|---|---|---|---|---|
| Capital Performance Advisors LLP | 5,045 | $64.6K | 0.02% | +5,045 | New |
| Voisard Asset Management Group, Inc. | 5,000 | $64.0K | 0.03% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 4,760 | $60.9K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 10,663 | $60.8K | 0.00% | +10,663 | New |
| Jaffetilchin Investment Partners, LLC | 4,646 | $59.5K | 0.00% | +4,646 | New |
| Farther Finance Advisors, LLC | 4,620 | $59.1K | 0.00% | −1,392−23.2% | Reduced |
| True Wealth Design, LLC | 4,362 | $55.8K | 0.02% | +4,342+21,710.0% | Added |
| Globeflex Capital L P | 4,238 | $54.2K | 0.01% | +4,238 | New |
| PEAK6 Investments LLC | 4,130 | $52.9K | 0.00% | −160,149−97.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,098 | $52.5K | 0.00% | +2,274+124.7% | Added |
| Whittier Trust Co | 3,934 | $50.4K | 0.00% | −788−16.7% | Reduced |
| Advisors Asset Management, Inc. | 3,699 | $47.3K | 0.00% | −89−2.3% | Reduced |
| Rakuten Securities, Inc. | 3,461 | $44.3K | 0.02% | −6,848−66.4% | Reduced |
| Quent Capital, LLC | 3,431 | $43.9K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 3,390 | $43.0K | 0.00% | −180,411−98.2% | Reduced |
| Pingora Partners LLC | 3,270 | $41.9K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 3,146 | $40.3K | 0.01% | +2,729+654.4% | Added |
| Burkett Financial Services, LLC | 2,959 | $37.9K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,907 | $37.2K | 0.00% | −164−5.3% | Reduced |
| Performa Ltd (US), LLC | 2,650 | $33.9K | 0.01% | −150−5.4% | Reduced |
| Jones Financial Companies LLLP | 2,502 | $32.0K | 0.00% | +2,402+2,402.0% | Added |
| V-Square Quantitative Management LLC | 2,271 | $29.1K | 0.00% | −3,658−61.7% | Reduced |
| Hantz Financial Services, Inc. | 2,244 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,059 | $26.4K | 0.00% | −64,981−96.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 2,068 | $26.0K | 0.00% | +2,068 | New |
| Future Financial Wealth Managment LLC | 2,000 | $25.6K | 0.02% | +2,000 | New |
| Lindbrook Capital, LLC | 1,902 | $24.3K | 0.00% | +974+105.0% | Added |
| Private Trust Co NA | 1,850 | $23.7K | 0.00% | +100+5.7% | Added |
| Manchester Capital Management LLC | 1,787 | $22.9K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,758 | $22.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,683 | $21.5K | 0.00% | −1,738−50.8% | Reduced |
| Spire Wealth Management | 1,618 | $20.7K | 0.00% | −2,940−64.5% | Reduced |
| Principal Securities, Inc. | 1,592 | $20.4K | 0.00% | +125+8.5% | Added |
| Covestor Ltd | 1,418 | $19.0K | 0.01% | −6,483−82.1% | Reduced |
| GAMMA Investing LLC | 1,337 | $17.1K | 0.00% | −254−16.0% | Reduced |
| Ci Investments Inc. | 1,317 | $17.0K | 0.00% | +598+83.2% | Added |
| Smartleaf Asset Management LLC | 1,302 | $16.7K | 0.00% | +709+119.6% | Added |
| Global Retirement Partners, LLC | 1,295 | $16.6K | 0.00% | +4+0.3% | Added |
| Bryn Mawr Trust Co | 1,236 | $15.8K | 0.00% | +1,236 | New |
| EverSource Wealth Advisors, LLC | 1,232 | $15.8K | 0.00% | −2,444−66.5% | Reduced |
| HHM Wealth Advisors, LLC | 1,210 | $15.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,166 | $14.9K | 0.00% | +60+5.4% | Added |
| Ancora Advisors, LLC | 1,150 | $14.7K | 0.00% | −4,000−77.7% | Reduced |
| Colonial Trust Advisors | 1,125 | $14.4K | 0.00% | +80+7.7% | Added |
| Skopos Labs, Inc. | 1,088 | $13.9K | 0.00% | +1,088 | New |
| Coppell Advisory Solutions LLC | 1,000 | $12.8K | 0.00% | +1,000 | New |
| Central Trust Co | 960 | $12.3K | 0.00% | −350−26.7% | Reduced |
| Sandy Spring Bank | 851 | $10.9K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 819 | $10.5K | 0.00% | +819 | New |
| Tower Research Capital LLC (TRC) | 751 | $9.61K | 0.00% | −57,719−98.7% | Reduced |
| Eagle Bay Advisors LLC | 678 | $8.68K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 636 | $8.14K | 0.00% | +520+448.3% | Added |
| Banque Cantonale Vaudoise | 587 | $8.00K | 0.00% | −26,199−97.8% | Reduced |
| GeoWealth Management, LLC | 611 | $7.82K | 0.00% | +611 | New |
| NBC Securities, Inc. | 561 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 545 | $6.98K | 0.00% | +66+13.8% | Added |
| 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 |
| CarsonAllaria Wealth Management, Ltd. | 488 | $6.25K | 0.00% | −70−12.5% | Reduced |
| Harbor Investment Advisory, LLC | 440 | $5.63K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 400 | $5.12K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 398 | $5.09K | 0.01% | +398 | New |
| 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 |
| MCF Advisors LLC | 360 | $4.61K | 0.00% | +260+260.0% | Added |
| SRS Capital Advisors, Inc. | 357 | $4.57K | 0.00% | +357 | New |
| IAG Wealth Partners, LLC | 350 | $4.48K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 303 | $3.88K | 0.00% | −694−69.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 300 | $3.84K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 300 | $3.84K | 0.00% | +300 | New |
| Bullock Wealth Management Group | 268 | $3.44K | 0.00% | −522−66.1% | Reduced |
| Bell Investment Advisors, Inc | 239 | $3.06K | 0.00% | −219−47.8% | Reduced |
| IFP Advisors, Inc | 226 | $2.89K | 0.00% | −29−11.4% | Reduced |
| CoreCap Advisors, LLC | 219 | $2.80K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 210 | $2.69K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 202 | $2.59K | 0.00% | −3,526−94.6% | Reduced |
| 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 |
| Bear Mountain Capital, Inc. | 198 | $2.55K | 0.00% | +198 | New |
| Stone House Investment Management, LLC | 197 | $2.52K | 0.00% | +197 | New |
| Quadrant Capital Group LLC | 191 | $2.44K | 0.00% | −673−77.9% | Reduced |
| DT Investment Partners, LLC | 162 | $2.07K | 0.00% | +162 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 192 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 140 | $1.79K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 125 | $1.60K | 0.00% | +100+400.0% | Added |
| Massmutual Trust Co FSB | 107 | $1.37K | 0.00% | −123−53.5% | Reduced |
| Westside Investment Management, Inc. | 100 | $1.28K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 92 | $1.18K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 90 | $1.11K | 0.00% | −50−35.7% | Reduced |
| Fortitude Family Office, LLC | 84 | $1.07K | 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 |
| Nemes Rush Group LLC | 36 | $816 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 50 | $677 | 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 |