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, Q1 2025
Institutional positions in UiPath, Inc. as of Mar 31, 2025. 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
- 447
- −10 vs. Q4 2024
- Shares held
- 315.9M
- +10.5M (+3.4%) vs. Q4 2024
- Total value
- $3.25B
- −$629.0M (−16.2%) vs. Q4 2024
- New holders
- 78
- 160 more added
- Sold out
- 88
- 135 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding UiPath, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 67 | $0 | 0.00% | +17+34.0% | Added |
| Avion Wealth | 60 | $0 | 0.00% | +60 | New |
| Kozak & Associates, Inc. | 0 | $3 | 0.00% | 0 | Unchanged |
| Cranbrook Wealth Management, LLC | 3 | $31 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4 | $41 | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 5 | $52 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $83 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $165 | 0.00% | +9+128.6% | Added |
| Rothschild Investment LLC | 17 | $175 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 18 | $185 | 0.00% | −1,740−99.0% | Reduced |
| Mountain Hill Investment Partners Corp. | 20 | $206 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 24 | $247 | 0.00% | +24 | New |
| WealthTrak Capital Management LLC | 25 | $258 | 0.00% | +15+150.0% | Added |
| ORG Wealth Partners, LLC | 27 | $283 | 0.00% | +27 | New |
| C M Bidwell & Associates Ltd | 28 | $288 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 36 | $371 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 38 | $392 | 0.00% | +38 | New |
| Principia Wealth Advisory, LLC | 36 | $399 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 39 | $402 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 40 | $412 | 0.00% | +13+48.1% | Added |
| Hughes Financial Services, LLC | 41 | $431 | 0.00% | +41 | New |
| Sachetta, LLC | 47 | $485 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 48 | $494 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 49 | $505 | 0.00% | +7+16.7% | Added |
| Ancora Advisors, LLC | 50 | $515 | 0.00% | −800−94.1% | Reduced |
| West Branch Capital LLC | 50 | $515 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 50 | $515 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 50 | $515 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 59 | $608 | 0.00% | −86−59.3% | Reduced |
| HHM Wealth Advisors, LLC | 60 | $618 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 62 | $639 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 72 | $742 | 0.00% | +72 | New |
| Prestige Wealth Management Group LLC | 75 | $773 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 81 | $834 | 0.00% | +46+131.4% | Added |
| Fortitude Family Office, LLC | 84 | $865 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 87 | $896 | 0.00% | +87 | New |
| Medallion Wealth Advisors, LLC | 87 | $914 | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 90 | $927 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 145 | $1.00K | 0.00% | +60+70.6% | Added |
| TSFG, LLC | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $1.03K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $1.03K | 0.00% | +100 | New |
| Riggs Asset Managment Co. Inc. | 110 | $1.13K | 0.00% | +110 | New |
| Abound Wealth Management | 122 | $1.26K | 0.00% | +122 | New |
| Ameriflex Group, Inc. | 124 | $1.28K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 125 | $1.29K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 150 | $1.54K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 168 | $1.73K | 0.00% | +168 | New |
| Dogwood Wealth Management LLC | 175 | $1.80K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 192 | $2.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 196 | $2.02K | 0.00% | −4−2.0% | Reduced |
| Bogart Wealth, LLC | 200 | $2.06K | 0.00% | −200−50.0% | Reduced |
| Colonial Trust Advisors | 200 | $2.06K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 200 | $2.06K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 200 | $2.06K | 0.00% | +95+90.5% | Added |
| Flaharty Asset Management, LLC | 200 | $2.06K | 0.00% | +200 | New |
| Legacy Wealth Managment, LLC | 200 | $2.06K | 0.00% | +200 | New |
| Carolinas Wealth Consulting LLC | 212 | $2.18K | 0.00% | +212 | New |
| CoreCap Advisors, LLC | 219 | $2.26K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 198 | $2.34K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 230 | $2.37K | 0.00% | −3,024−92.9% | Reduced |
| Beacon Capital Management, LLC | 232 | $2.39K | 0.00% | +232 | New |
| Activest Wealth Management | 250 | $2.58K | 0.00% | +250 | New |
| Larson Financial Group LLC | 258 | $2.65K | 0.00% | +178+222.5% | Added |
| Bell Investment Advisors, Inc | 259 | $2.67K | 0.00% | +102+65.0% | Added |
| Quent Capital, LLC | 279 | $2.87K | 0.00% | −3,036−91.6% | Reduced |
| Stone House Investment Management, LLC | 297 | $3.06K | 0.00% | +297 | New |
| CIBC Private Wealth Group, LLC | 340 | $3.36K | 0.00% | +230+209.1% | Added |
| NewSquare Capital LLC | 340 | $3.50K | 0.00% | +340 | New |
| MCF Advisors LLC | 360 | $3.71K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 398 | $4.10K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 435 | $4.48K | 0.00% | −10,727−96.1% | Reduced |
| Harbor Investment Advisory, LLC | 440 | $4.53K | 0.00% | −400−47.6% | Reduced |
| Geneos Wealth Management Inc. | 461 | $4.75K | 0.00% | +198+75.3% | Added |
| Wolff Wiese Magana LLC | 500 | $5.15K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $5.15K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 509 | $5.24K | 0.00% | +358+237.1% | Added |
| IFP Advisors, Inc | 540 | $5.57K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 541 | $5.57K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 561 | $5.78K | 0.00% | +561 | New |
| Banque Cantonale Vaudoise | 587 | $6.00K | 0.00% | +587 | New |
| AdvisorNet Financial, Inc | 589 | $6.07K | 0.00% | −14,961−96.2% | Reduced |
| Huntington National Bank | 606 | $6.24K | 0.00% | −52−7.9% | Reduced |
| Atlantic Trust, LLC | 632 | $6.51K | 0.00% | +231+57.6% | Added |
| Parkside Financial Bank & Trust | 756 | $7.79K | 0.00% | +63+9.1% | Added |
| Ronald Blue Trust, Inc. | 779 | $8.02K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 816 | $8.40K | 0.00% | +628+334.0% | Added |
| Rosenberg Matthew Hamilton | 819 | $8.44K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 842 | $8.67K | 0.00% | −180−17.6% | Reduced |
| Sandy Spring Bank | 851 | $8.77K | 0.00% | −200−19.0% | Reduced |
| Burkett Financial Services, LLC | 879 | $9.05K | 0.00% | −2,045−69.9% | Reduced |
| Bryn Mawr Trust Co | 1,236 | $12.7K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 1,300 | $13.4K | 0.00% | +650+100.0% | Added |
| Hazlett, Burt & Watson, Inc. | 1,500 | $15.0K | 0.01% | +1,500 | New |
| Ci Investments Inc. | 1,597 | $16.0K | 0.00% | −110−6.4% | Reduced |
| Quarry LP | 1,747 | $18.0K | 0.00% | −469−21.2% | Reduced |
| Private Trust Co NA | 1,750 | $18.0K | 0.00% | −200−10.3% | Reduced |
| Manchester Capital Management LLC | 1,787 | $18.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,537 | $19.5K | 0.00% | 00.0% | Unchanged |