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, Q4 2024
Institutional positions in UiPath, Inc. as of Dec 31, 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
- 462
- +50 vs. Q3 2024
- Shares held
- 306.7M
- +14.0M (+4.8%) vs. Q3 2024
- Total value
- $3.90B
- +$154.9M (+4.1%) vs. Q3 2024
- New holders
- 103
- 138 more added
- Sold out
- 53
- 157 more reduced
9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding UiPath, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 1,236 | $15.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,448 | $18.4K | 0.00% | +1,448 | New |
| Principal Securities, Inc. | 1,537 | $19.5K | 0.00% | −55−3.5% | Reduced |
| GAMMA Investing LLC | 1,591 | $20.2K | 0.00% | +254+19.0% | Added |
| SRS Capital Advisors, Inc. | 1,597 | $20.3K | 0.00% | +1,240+347.3% | Added |
| Ci Investments Inc. | 1,707 | $22.0K | 0.00% | +390+29.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,758 | $22.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,787 | $22.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,851 | $23.5K | 0.00% | −51−2.7% | Reduced |
| Private Trust Co NA | 1,950 | $24.8K | 0.00% | +100+5.4% | Added |
| Future Financial Wealth Managment LLC | 2,000 | $25.4K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 2,068 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,055 | $26.1K | 0.00% | −4−0.2% | Reduced |
| Quarry LP | 2,216 | $28.2K | 0.01% | −930−29.6% | Reduced |
| Hantz Financial Services, Inc. | 2,244 | $29.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,454 | $31.3K | 0.00% | +1,152+88.5% | Added |
| First Horizon Advisors, Inc. | 2,487 | $31.6K | 0.00% | +804+47.8% | Added |
| Whittier Trust Co | 2,890 | $36.7K | 0.00% | −1,044−26.5% | Reduced |
| Burkett Financial Services, LLC | 2,924 | $37.2K | 0.02% | −35−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,974 | $37.8K | 0.00% | +1,742+141.4% | Added |
| V-Square Quantitative Management LLC | 3,030 | $38.5K | 0.01% | +759+33.4% | Added |
| Farther Finance Advisors, LLC | 3,215 | $40.9K | 0.00% | −1,405−30.4% | Reduced |
| Sunbelt Securities, Inc. | 3,254 | $41.5K | 0.00% | −16,506−83.5% | Reduced |
| Pingora Partners LLC | 3,270 | $41.6K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,315 | $42.1K | 0.00% | −116−3.4% | Reduced |
| Harvest Fund Management Co., Ltd | 3,917 | $50.0K | 0.00% | +3,917 | New |
| Plato Investment Management Ltd | 4,760 | $60.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5,163 | $65.6K | 0.03% | +801+18.4% | Added |
| Clearstead Advisors, LLC | 5,254 | $66.8K | 0.00% | −1,000−16.0% | Reduced |
| Rakuten Securities, Inc. | 5,411 | $68.8K | 0.03% | +1,950+56.3% | Added |
| Caitong International Asset Management Co., Ltd | 5,656 | $71.9K | 0.07% | +5,656 | New |
| Steward Partners Investment Advisory, LLC | 5,807 | $73.8K | 0.00% | +2,900+99.8% | Added |
| Caldwell Sutter Capital, Inc. | 5,898 | $75.0K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,476 | $82.0K | 0.00% | −3,489−35.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 6,670 | $84.8K | 0.00% | −4,641−41.0% | Reduced |
| Allworth Financial LP | 6,670 | $89.7K | 0.00% | +100+1.5% | Added |
| Corebridge Financial, Inc. | 7,174 | $91.2K | 0.00% | −616−7.9% | Reduced |
| Credit Agricole S A | 7,413 | $94.2K | 0.00% | −47,360−86.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 8,031 | $102.1K | 0.04% | +8,031 | New |
| Signaturefd, LLC | 8,800 | $111.8K | 0.00% | −1,150−11.6% | Reduced |
| Sterling Capital Management LLC | 9,670 | $122.9K | 0.00% | +637+7.1% | Added |
| Covestor Ltd | 9,787 | $125.0K | 0.08% | +8,369+590.2% | Added |
| Koss-Olinger Consulting, LLC | 10,000 | $127.0K | 0.01% | 00.0% | Unchanged |
| Marex Group plc | 10,061 | $127.9K | 0.00% | −32,842−76.5% | Reduced |
| Vident Advisory, LLC | 10,188 | $129.5K | 0.00% | −537−5.0% | Reduced |
| Left Brain Wealth Management, LLC | 10,255 | $130.3K | 0.05% | −4,530−30.6% | Reduced |
| Smith Anglin Financial, LLC | 10,325 | $131.2K | 0.01% | −1,320−11.3% | Reduced |
| Advisors Asset Management, Inc. | 10,354 | $131.6K | 0.00% | +6,655+179.9% | Added |
| Integrated Wealth Concepts LLC | 10,409 | $132.3K | 0.00% | +10,409 | New |
| Harbour Investments, Inc. | 10,671 | $135.6K | 0.00% | −161−1.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 10,692 | $135.9K | 0.00% | +29+0.3% | Added |
| Juncture Wealth Strategies, LLC | 10,740 | $136.5K | 0.05% | +10,740 | New |
| Claro Advisors LLC | 11,136 | $141.5K | 0.02% | +11,136 | New |
| NorthCrest Asset Manangement, LLC | 11,147 | $141.7K | 0.00% | +11,147 | New |
| Bayforest Capital Ltd | 11,162 | $141.9K | 0.18% | +11,162 | New |
| Palumbo Wealth Management LLC | 11,337 | $144.1K | 0.05% | +11,337 | New |
| Perigon Wealth Management, LLC | 10,833 | $144.6K | 0.00% | +10,833 | New |
| Commerce Bank | 11,622 | $147.7K | 0.00% | −1,729−13.0% | Reduced |
| GW Henssler & Associates Ltd | 11,614 | $148.7K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 11,809 | $150.1K | 0.00% | −600−4.8% | Reduced |
| American Trust | 11,880 | $151.0K | 0.01% | +11,880 | New |
| Comerica Bank | 11,894 | $151.2K | 0.00% | −17,468−59.5% | Reduced |
| United Capital Financial Advisers, LLC | 12,238 | $155.5K | 0.00% | +971+8.6% | Added |
| Vista Wealth Management Group, LLC | 12,271 | $156.0K | 0.01% | +50+0.4% | Added |
| Buckingham Strategic Partners | 12,402 | $157.6K | 0.00% | +12,402 | New |
| Capital Performance Advisors LLP | 12,429 | $158.0K | 0.05% | +7,384+146.4% | Added |
| Prelude Capital Management, LLC | 12,500 | $158.9K | 0.01% | +12,500 | New |
| Allegiance Financial Group Advisory Services LLC | 12,508 | $159.0K | 0.05% | +12,508 | New |
| Virtus Investment Advisers, Inc. | 12,600 | $160.1K | 0.13% | +12,600 | New |
| The PNC Financial Services Group, Inc. | 12,717 | $161.6K | 0.00% | −1,529−10.7% | Reduced |
| Jones Financial Companies LLLP | 12,743 | $162.0K | 0.00% | +10,241+409.3% | Added |
| Gries Financial LLC | 12,756 | $162.1K | 0.03% | +12,756 | New |
| Prospera Financial Services Inc | 13,011 | $165.4K | 0.00% | −10,600−44.9% | Reduced |
| Advisory Services Network, LLC | 13,219 | $168.0K | 0.00% | −3,049−18.7% | Reduced |
| Woodline Partners LP | 13,309 | $169.2K | 0.00% | −6,185−31.7% | Reduced |
| Bayesian Capital Management, LP | 13,400 | $170.3K | 0.02% | −88,300−86.8% | Reduced |
| Omers Administration Corp | 13,443 | $170.9K | 0.00% | 00.0% | Unchanged |
| Sym Financial Corp | 13,454 | $171.0K | 0.02% | +13,454 | New |
| Prosperity Wealth Management, Inc. | 13,900 | $176.7K | 0.07% | −6,855−33.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 14,484 | $184.1K | 0.01% | +9,838+211.8% | Added |
| Nebula Research & Development LLC | 14,684 | $186.6K | 0.02% | +14,684 | New |
| CIBC Asset Management Inc | 14,741 | $187.4K | 0.00% | +736+5.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 14,895 | $189.3K | 0.01% | +14,895 | New |
| AdvisorNet Financial, Inc | 15,550 | $197.6K | 0.02% | +360+2.4% | Added |
| Balyasny Asset Management LLC | 15,778 | $200.5K | 0.00% | +15,778 | New |
| GWM Advisors LLC | 15,809 | $200.9K | 0.00% | +1,003+6.8% | Added |
| Poinciana Advisors Group, LLC | 16,123 | $204.9K | 0.21% | +16,123 | New |
| Van Eck Associates Corp | 16,148 | $205.0K | 0.00% | +16,148 | New |
| DC Investments Management, LLC | 16,239 | $206.4K | 0.13% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 14,694 | $209.1K | 0.10% | +805+5.8% | Added |
| Chicago Partners Investment Group LLC | 15,835 | $212.7K | 0.01% | +15,835 | New |
| KBC Group NV | 16,754 | $213.0K | 0.00% | −2,682−13.8% | Reduced |
| Meitav Dash Investments Ltd | 16,900 | $214.9K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 17,000 | $216.1K | 0.07% | −3,000−15.0% | Reduced |
| CI Private Wealth, LLC | 17,133 | $217.8K | 0.00% | +3,374+24.5% | Added |
| Quantinno Capital Management LP | 17,664 | $224.5K | 0.00% | +5,653+47.1% | Added |
| Green Alpha Advisors, LLC | 18,811 | $239.1K | 0.19% | −14,863−44.1% | Reduced |
| Everence Capital Management Inc | 18,940 | $241.0K | 0.02% | +18,940 | New |
| Mercer Global Advisors Inc | 19,257 | $244.8K | 0.00% | +19,257 | New |
| One River Asset Management, LLC | 19,848 | $252.9K | 0.38% | −3,248−14.1% | Reduced |