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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 1,837 | $19.6K | 0.00% | −617−25.1% | Reduced |
| First Horizon Advisors, Inc. | 1,951 | $20.1K | 0.00% | −536−21.6% | Reduced |
| Future Financial Wealth Managment LLC | 2,000 | $20.6K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,020 | $20.8K | 0.00% | +429+27.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 2,068 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,055 | $21.2K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,100 | $21.6K | 0.00% | +2,100 | New |
| Meeder Asset Management Inc | 2,271 | $23.4K | 0.00% | +2,271 | New |
| Hantz Financial Services, Inc. | 2,284 | $24.0K | 0.00% | +40+1.8% | Added |
| EverSource Wealth Advisors, LLC | 2,506 | $25.8K | 0.00% | −468−15.7% | Reduced |
| GWM Advisors LLC | 2,572 | $26.5K | 0.00% | −13,237−83.7% | Reduced |
| SRS Capital Advisors, Inc. | 2,869 | $29.6K | 0.00% | +1,272+79.6% | Added |
| Whittier Trust Co | 2,890 | $29.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,962 | $30.5K | 0.01% | +1,970+198.6% | Added |
| V-Square Quantitative Management LLC | 3,030 | $31.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,204 | $33.6K | 0.00% | −11−0.3% | Reduced |
| Pingora Partners LLC | 3,270 | $33.7K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,360 | $35.2K | 0.00% | +3,230+2,484.6% | Added |
| CX Institutional | 3,499 | $36.0K | 0.00% | +3,499 | New |
| Quest Partners LLC | 4,445 | $45.8K | 0.00% | −101,277−95.8% | Reduced |
| Skopos Labs, Inc. | 4,508 | $46.4K | 0.01% | +3,420+314.3% | Added |
| Sterling Capital Management LLC | 4,592 | $47.3K | 0.00% | −5,078−52.5% | Reduced |
| Coldstream Capital Management Inc | 4,644 | $47.8K | 0.00% | +4,644 | New |
| Rakuten Securities, Inc. | 5,142 | $53.0K | 0.03% | −269−5.0% | Reduced |
| Lindbrook Capital, LLC | 5,330 | $54.9K | 0.01% | +3,479+188.0% | Added |
| True Wealth Design, LLC | 5,449 | $56.1K | 0.02% | +286+5.5% | Added |
| Steward Partners Investment Advisory, LLC | 5,851 | $60.3K | 0.00% | +44+0.8% | Added |
| Allworth Financial LP | 5,671 | $64.2K | 0.00% | −999−15.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 6,670 | $68.7K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 6,911 | $71.2K | 0.00% | −263−3.7% | Reduced |
| National Bank of Canada | 6,966 | $71.7K | 0.00% | +6,966 | New |
| MRP Capital Investments, LLC | 8,000 | $82.4K | 0.08% | +8,000 | New |
| Signaturefd, LLC | 9,202 | $94.8K | 0.00% | +402+4.6% | Added |
| Erste Asset Management GmbH | 9,260 | $99.0K | 0.00% | −189,788−95.3% | Reduced |
| Harbour Investments, Inc. | 9,838 | $101.3K | 0.00% | −833−7.8% | Reduced |
| Koss-Olinger Consulting, LLC | 10,000 | $103.0K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 10,233 | $105.4K | 0.01% | +10,233 | New |
| Lazard Asset Management LLC | 10,438 | $106.0K | 0.00% | +3,962+61.2% | Added |
| Avantax Advisory Services, Inc. | 10,507 | $108.2K | 0.00% | +10,507 | New |
| Janney Montgomery Scott LLC | 10,618 | $109.0K | 0.00% | −12,613−54.3% | Reduced |
| Smith Anglin Financial, LLC | 10,752 | $110.7K | 0.01% | +427+4.1% | Added |
| Caption Management, LLC | 10,800 | $111.2K | 0.01% | −19,200−64.0% | Reduced |
| Empowered Funds, LLC | 10,800 | $111.2K | 0.00% | +10,800 | New |
| Perigon Wealth Management, LLC | 10,839 | $111.6K | 0.00% | +6+0.1% | Added |
| Covestor Ltd | 11,070 | $114.0K | 0.08% | +1,283+13.1% | Added |
| Commerce Bank | 11,094 | $114.3K | 0.00% | −528−4.5% | Reduced |
| Clearstead Advisors, LLC | 11,370 | $117.1K | 0.00% | +6,116+116.4% | Added |
| Independent Advisor Alliance | 11,502 | $118.5K | 0.00% | +11,502 | New |
| Omers Administration Corp | 11,537 | $118.8K | 0.00% | −1,906−14.2% | Reduced |
| GW Henssler & Associates Ltd | 11,589 | $119.4K | 0.01% | −25−0.2% | Reduced |
| Real Talk Capital, LLC | 11,657 | $120.1K | 0.16% | +11,657 | New |
| Independent Financial Group, LLC | 11,668 | $120.2K | 0.00% | −10,150−46.5% | Reduced |
| Prospera Financial Services Inc | 11,936 | $122.9K | 0.00% | −1,075−8.3% | Reduced |
| RSM US Wealth Management LLC | 12,003 | $123.6K | 0.00% | +12,003 | New |
| Tower Research Capital LLC (TRC) | 12,242 | $126.1K | 0.00% | +11,539+1,641.4% | Added |
| US Bancorp | 12,861 | $132.5K | 0.00% | −9,498−42.5% | Reduced |
| Virtus ETF Advisers LLC | 13,115 | $135.1K | 0.09% | +13,115 | New |
| Lauer Wealth, LLC | 11,850 | $140.1K | 0.11% | +11,850 | New |
| SG Americas Securities, LLC | 13,661 | $141.0K | 0.00% | −223,226−94.2% | Reduced |
| Jain Global LLC | 14,072 | $144.9K | 0.00% | −21,814−60.8% | Reduced |
| Toroso Investments, LLC | 14,505 | $149.4K | 0.00% | −7,982−35.5% | Reduced |
| CIBC Asset Management Inc | 15,098 | $155.5K | 0.00% | +357+2.4% | Added |
| Jefferies Financial Group Inc. | 15,157 | $156.1K | 0.00% | +15,157 | New |
| Marex Group plc | 15,375 | $158.4K | 0.00% | +5,314+52.8% | Added |
| O'Shaughnessy Asset Management, LLC | 15,740 | $162.1K | 0.00% | +15,740 | New |
| Palumbo Wealth Management LLC | 15,982 | $164.6K | 0.06% | +4,645+41.0% | Added |
| The PNC Financial Services Group, Inc. | 16,590 | $170.9K | 0.00% | +3,873+30.5% | Added |
| Jones Financial Companies LLLP | 16,435 | $175.7K | 0.00% | +3,692+29.0% | Added |
| Eisler Capital Management Ltd. | 17,096 | $175.9K | 0.01% | +17,096 | New |
| Beacon Pointe Advisors, LLC | 17,487 | $180.1K | 0.00% | −45,450−72.2% | Reduced |
| Benjamin Edwards Inc | 17,490 | $180.1K | 0.00% | −15,369−46.8% | Reduced |
| Advyzon Investment Management, LLC | 17,618 | $181.5K | 0.06% | +17,618 | New |
| Perbak Capital Partners LLP | 17,729 | $182.6K | 0.14% | +17,729 | New |
| Prudential Financial Inc | 17,904 | $184.4K | 0.00% | +6,095+51.6% | Added |
| Credit Agricole S A | 18,738 | $193.0K | 0.00% | +11,325+152.8% | Added |
| Princeton Capital Management LLC | 18,878 | $194.4K | 0.07% | −2,389−11.2% | Reduced |
| Everence Capital Management Inc | 18,940 | $195.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 18,957 | $195.3K | 0.03% | +18,957 | New |
| Kestra Advisory Services, LLC | 19,225 | $198.0K | 0.00% | +19,225 | New |
| Polymer Capital Management (US) LLC | 19,425 | $200.1K | 0.06% | +19,425 | New |
| Private Advisor Group, LLC | 19,432 | $200.2K | 0.00% | −557−2.8% | Reduced |
| Concurrent Investment Advisors, LLC | 19,545 | $201.3K | 0.00% | −4,549−18.9% | Reduced |
| Gsa Capital Partners LLP | 19,760 | $204.0K | 0.02% | −103,398−84.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 19,905 | $205.0K | 0.01% | +5,010+33.6% | Added |
| Maryland State Retirement & Pension System | 19,938 | $205.4K | 0.00% | −4,634−18.9% | Reduced |
| KBC Group NV | 19,997 | $206.0K | 0.00% | +3,243+19.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 20,849 | $215.0K | 0.00% | −4,243−16.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,929 | $215.6K | 0.01% | +9,782+87.8% | Added |
| Glass Jacobson Investment Advisors llc | 17,000 | $216.1K | 0.07% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 20,987 | $216.2K | 0.10% | +20,987 | New |
| Invictus Private Wealth, LLC | 21,000 | $216.3K | 0.02% | −72,000−77.4% | Reduced |
| Straight Path Wealth Management | 21,000 | $216.3K | 0.09% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 21,029 | $216.6K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 21,449 | $220.9K | 0.00% | +21,449 | New |
| M&T Bank Corp | 22,586 | $232.2K | 0.00% | −7,949−26.0% | Reduced |
| Woodline Partners LP | 22,566 | $232.4K | 0.00% | +9,257+69.6% | Added |
| SBI Securities Co., Ltd. | 22,820 | $235.0K | 0.01% | −727−3.1% | Reduced |
| Utah Retirement Systems | 22,861 | $235.5K | 0.00% | −939−3.9% | Reduced |
| Umb Bank N A | 23,000 | $236.9K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 23,301 | $240.0K | 0.00% | +10,899+87.9% | Added |