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 |
|---|---|---|---|---|---|
| Comerica Bank | 11,894 | $151.2K | 0.00% | −17,468−59.5% | Reduced |
| American Trust | 11,880 | $151.0K | 0.01% | +11,880 | New |
| Prudential Financial Inc | 11,809 | $150.1K | 0.00% | −600−4.8% | Reduced |
| GW Henssler & Associates Ltd | 11,614 | $148.7K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 11,622 | $147.7K | 0.00% | −1,729−13.0% | Reduced |
| Perigon Wealth Management, LLC | 10,833 | $144.6K | 0.00% | +10,833 | New |
| Palumbo Wealth Management LLC | 11,337 | $144.1K | 0.05% | +11,337 | New |
| Bayforest Capital Ltd | 11,162 | $141.9K | 0.18% | +11,162 | New |
| NorthCrest Asset Manangement, LLC | 11,147 | $141.7K | 0.00% | +11,147 | New |
| Claro Advisors LLC | 11,136 | $141.5K | 0.02% | +11,136 | New |
| Juncture Wealth Strategies, LLC | 10,740 | $136.5K | 0.05% | +10,740 | New |
| Kovitz Investment Group Partners, LLC | 10,692 | $135.9K | 0.00% | +29+0.3% | Added |
| Harbour Investments, Inc. | 10,671 | $135.6K | 0.00% | −161−1.5% | Reduced |
| Integrated Wealth Concepts LLC | 10,409 | $132.3K | 0.00% | +10,409 | New |
| Advisors Asset Management, Inc. | 10,354 | $131.6K | 0.00% | +6,655+179.9% | Added |
| Smith Anglin Financial, LLC | 10,325 | $131.2K | 0.01% | −1,320−11.3% | Reduced |
| Left Brain Wealth Management, LLC | 10,255 | $130.3K | 0.05% | −4,530−30.6% | Reduced |
| Vident Advisory, LLC | 10,188 | $129.5K | 0.00% | −537−5.0% | Reduced |
| Marex Group plc | 10,061 | $127.9K | 0.00% | −32,842−76.5% | Reduced |
| Koss-Olinger Consulting, LLC | 10,000 | $127.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 9,787 | $125.0K | 0.08% | +8,369+590.2% | Added |
| Sterling Capital Management LLC | 9,670 | $122.9K | 0.00% | +637+7.1% | Added |
| Signaturefd, LLC | 8,800 | $111.8K | 0.00% | −1,150−11.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 8,031 | $102.1K | 0.04% | +8,031 | New |
| Credit Agricole S A | 7,413 | $94.2K | 0.00% | −47,360−86.5% | Reduced |
| Corebridge Financial, Inc. | 7,174 | $91.2K | 0.00% | −616−7.9% | Reduced |
| Allworth Financial LP | 6,670 | $89.7K | 0.00% | +100+1.5% | Added |
| Quintet Private Bank (Europe) S.A. | 6,670 | $84.8K | 0.00% | −4,641−41.0% | Reduced |
| Lazard Asset Management LLC | 6,476 | $82.0K | 0.00% | −3,489−35.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,898 | $75.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,807 | $73.8K | 0.00% | +2,900+99.8% | Added |
| Caitong International Asset Management Co., Ltd | 5,656 | $71.9K | 0.07% | +5,656 | New |
| Rakuten Securities, Inc. | 5,411 | $68.8K | 0.03% | +1,950+56.3% | Added |
| Clearstead Advisors, LLC | 5,254 | $66.8K | 0.00% | −1,000−16.0% | Reduced |
| True Wealth Design, LLC | 5,163 | $65.6K | 0.03% | +801+18.4% | Added |
| Plato Investment Management Ltd | 4,760 | $60.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,917 | $50.0K | 0.00% | +3,917 | New |
| Quent Capital, LLC | 3,315 | $42.1K | 0.00% | −116−3.4% | Reduced |
| Pingora Partners LLC | 3,270 | $41.6K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,254 | $41.5K | 0.00% | −16,506−83.5% | Reduced |
| Farther Finance Advisors, LLC | 3,215 | $40.9K | 0.00% | −1,405−30.4% | Reduced |
| V-Square Quantitative Management LLC | 3,030 | $38.5K | 0.01% | +759+33.4% | Added |
| EverSource Wealth Advisors, LLC | 2,974 | $37.8K | 0.00% | +1,742+141.4% | Added |
| Burkett Financial Services, LLC | 2,924 | $37.2K | 0.02% | −35−1.2% | Reduced |
| Whittier Trust Co | 2,890 | $36.7K | 0.00% | −1,044−26.5% | Reduced |
| First Horizon Advisors, Inc. | 2,487 | $31.6K | 0.00% | +804+47.8% | Added |
| Smartleaf Asset Management LLC | 2,454 | $31.3K | 0.00% | +1,152+88.5% | Added |
| Hantz Financial Services, Inc. | 2,244 | $29.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,216 | $28.2K | 0.01% | −930−29.6% | Reduced |
| Bangor Savings Bank | 2,055 | $26.1K | 0.00% | −4−0.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 2,068 | $26.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,000 | $25.4K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 1,950 | $24.8K | 0.00% | +100+5.4% | Added |
| Lindbrook Capital, LLC | 1,851 | $23.5K | 0.00% | −51−2.7% | Reduced |
| Manchester Capital Management LLC | 1,787 | $22.7K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,758 | $22.3K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,707 | $22.0K | 0.00% | +390+29.6% | Added |
| SRS Capital Advisors, Inc. | 1,597 | $20.3K | 0.00% | +1,240+347.3% | Added |
| GAMMA Investing LLC | 1,591 | $20.2K | 0.00% | +254+19.0% | Added |
| Principal Securities, Inc. | 1,537 | $19.5K | 0.00% | −55−3.5% | Reduced |
| Colonial Trust Co | 1,448 | $18.4K | 0.00% | +1,448 | New |
| Bryn Mawr Trust Co | 1,236 | $15.7K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,088 | $13.8K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,064 | $13.5K | 0.00% | +453+74.1% | Added |
| Sandy Spring Bank | 1,051 | $13.4K | 0.00% | +200+23.5% | Added |
| MAI Capital Management | 1,022 | $13.0K | 0.00% | +1,022 | New |
| Orion Capital Management LLC | 1,000 | $12.7K | 0.01% | +1,000 | New |
| Versant Capital Management, Inc | 992 | $12.6K | 0.00% | +992 | New |
| Global Retirement Partners, LLC | 895 | $11.4K | 0.00% | −400−30.9% | Reduced |
| Lee Danner & Bass Inc | 872 | $11.1K | 0.00% | +872 | New |
| Ancora Advisors, LLC | 850 | $10.8K | 0.00% | −300−26.1% | Reduced |
| Harbor Investment Advisory, LLC | 840 | $10.7K | 0.00% | +400+90.9% | Added |
| Rosenberg Matthew Hamilton | 819 | $10.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 812 | $10.3K | 0.00% | +812 | New |
| Ronald Blue Trust, Inc. | 779 | $9.90K | 0.00% | −29,306−97.4% | Reduced |
| Tower Research Capital LLC (TRC) | 703 | $8.94K | 0.00% | −48−6.4% | Reduced |
| Parkside Financial Bank & Trust | 693 | $8.81K | 0.00% | +148+27.2% | Added |
| Eagle Bay Advisors LLC | 678 | $8.62K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 658 | $8.36K | 0.00% | +22+3.5% | Added |
| Performa Ltd (US), LLC | 650 | $8.26K | 0.00% | −2,000−75.5% | Reduced |
| Archer Investment Corp | 541 | $6.88K | 0.00% | +41+8.2% | Added |
| IFP Advisors, Inc | 540 | $6.87K | 0.00% | +314+138.9% | Added |
| Wolff Wiese Magana LLC | 500 | $6.36K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $6.36K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 490 | $6.23K | 0.00% | +490 | New |
| Kennebec Savings Bank | 398 | $5.11K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 401 | $5.10K | 0.00% | +401 | New |
| Bogart Wealth, LLC | 400 | $5.08K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 421 | $5.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 360 | $4.58K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 300 | $3.81K | 0.00% | +300 | New |
| Bullock Wealth Management Group | 268 | $3.41K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 263 | $3.34K | 0.00% | −40−13.2% | Reduced |
| Tucker Asset Management LLC | 262 | $3.33K | 0.00% | +52+24.8% | Added |
| Headlands Technologies LLC | 255 | $3.24K | 0.00% | +255 | New |
| CoreCap Advisors, LLC | 219 | $2.78K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 198 | $2.73K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 211 | $2.68K | 0.00% | +211 | New |
| Colonial Trust Advisors | 200 | $2.54K | 0.00% | −925−82.2% | Reduced |
| Central Trust Co | 200 | $2.54K | 0.00% | −760−79.2% | Reduced |