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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 11,370 | $117.1K | 0.00% | +6,116+116.4% | Added |
| Commerce Bank | 11,094 | $114.3K | 0.00% | −528−4.5% | Reduced |
| Covestor Ltd | 11,070 | $114.0K | 0.08% | +1,283+13.1% | Added |
| Perigon Wealth Management, LLC | 10,839 | $111.6K | 0.00% | +6+0.1% | 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 |
| Smith Anglin Financial, LLC | 10,752 | $110.7K | 0.01% | +427+4.1% | Added |
| Janney Montgomery Scott LLC | 10,618 | $109.0K | 0.00% | −12,613−54.3% | Reduced |
| Avantax Advisory Services, Inc. | 10,507 | $108.2K | 0.00% | +10,507 | New |
| Lazard Asset Management LLC | 10,438 | $106.0K | 0.00% | +3,962+61.2% | Added |
| Meeder Advisory Services, Inc. | 10,233 | $105.4K | 0.01% | +10,233 | New |
| Koss-Olinger Consulting, LLC | 10,000 | $103.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9,838 | $101.3K | 0.00% | −833−7.8% | Reduced |
| Erste Asset Management GmbH | 9,260 | $99.0K | 0.00% | −189,788−95.3% | Reduced |
| Signaturefd, LLC | 9,202 | $94.8K | 0.00% | +402+4.6% | Added |
| MRP Capital Investments, LLC | 8,000 | $82.4K | 0.08% | +8,000 | New |
| National Bank of Canada | 6,966 | $71.7K | 0.00% | +6,966 | New |
| Corebridge Financial, Inc. | 6,911 | $71.2K | 0.00% | −263−3.7% | Reduced |
| Quintet Private Bank (Europe) S.A. | 6,670 | $68.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5,671 | $64.2K | 0.00% | −999−15.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,851 | $60.3K | 0.00% | +44+0.8% | Added |
| True Wealth Design, LLC | 5,449 | $56.1K | 0.02% | +286+5.5% | Added |
| Lindbrook Capital, LLC | 5,330 | $54.9K | 0.01% | +3,479+188.0% | Added |
| Rakuten Securities, Inc. | 5,142 | $53.0K | 0.03% | −269−5.0% | Reduced |
| Coldstream Capital Management Inc | 4,644 | $47.8K | 0.00% | +4,644 | New |
| Sterling Capital Management LLC | 4,592 | $47.3K | 0.00% | −5,078−52.5% | Reduced |
| Skopos Labs, Inc. | 4,508 | $46.4K | 0.01% | +3,420+314.3% | Added |
| Quest Partners LLC | 4,445 | $45.8K | 0.00% | −101,277−95.8% | Reduced |
| CX Institutional | 3,499 | $36.0K | 0.00% | +3,499 | New |
| TD Waterhouse Canada Inc. | 3,360 | $35.2K | 0.00% | +3,230+2,484.6% | Added |
| Pingora Partners LLC | 3,270 | $33.7K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,204 | $33.6K | 0.00% | −11−0.3% | Reduced |
| V-Square Quantitative Management LLC | 3,030 | $31.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,962 | $30.5K | 0.01% | +1,970+198.6% | Added |
| Whittier Trust Co | 2,890 | $29.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,869 | $29.6K | 0.00% | +1,272+79.6% | Added |
| GWM Advisors LLC | 2,572 | $26.5K | 0.00% | −13,237−83.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,506 | $25.8K | 0.00% | −468−15.7% | Reduced |
| Hantz Financial Services, Inc. | 2,284 | $24.0K | 0.00% | +40+1.8% | Added |
| Meeder Asset Management Inc | 2,271 | $23.4K | 0.00% | +2,271 | New |
| Y.D. More Investments Ltd | 2,100 | $21.6K | 0.00% | +2,100 | New |
| Bangor Savings Bank | 2,055 | $21.2K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 2,068 | $21.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,020 | $20.8K | 0.00% | +429+27.0% | Added |
| Future Financial Wealth Managment LLC | 2,000 | $20.6K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,951 | $20.1K | 0.00% | −536−21.6% | Reduced |
| Smartleaf Asset Management LLC | 1,837 | $19.6K | 0.00% | −617−25.1% | Reduced |
| Principal Securities, Inc. | 1,537 | $19.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,787 | $18.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,750 | $18.0K | 0.00% | −200−10.3% | Reduced |
| Quarry LP | 1,747 | $18.0K | 0.00% | −469−21.2% | Reduced |
| Ci Investments Inc. | 1,597 | $16.0K | 0.00% | −110−6.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,500 | $15.0K | 0.01% | +1,500 | New |
| Performa Ltd (US), LLC | 1,300 | $13.4K | 0.00% | +650+100.0% | Added |
| Bryn Mawr Trust Co | 1,236 | $12.7K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 879 | $9.05K | 0.00% | −2,045−69.9% | Reduced |
| Sandy Spring Bank | 851 | $8.77K | 0.00% | −200−19.0% | Reduced |
| MAI Capital Management | 842 | $8.67K | 0.00% | −180−17.6% | Reduced |
| Rosenberg Matthew Hamilton | 819 | $8.44K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 816 | $8.40K | 0.00% | +628+334.0% | Added |
| Ronald Blue Trust, Inc. | 779 | $8.02K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 756 | $7.79K | 0.00% | +63+9.1% | Added |
| Atlantic Trust, LLC | 632 | $6.51K | 0.00% | +231+57.6% | Added |
| Huntington National Bank | 606 | $6.24K | 0.00% | −52−7.9% | Reduced |
| AdvisorNet Financial, Inc | 589 | $6.07K | 0.00% | −14,961−96.2% | Reduced |
| Banque Cantonale Vaudoise | 587 | $6.00K | 0.00% | +587 | New |
| Private Wealth Asset Management, LLC | 561 | $5.78K | 0.00% | +561 | New |
| Archer Investment Corp | 541 | $5.57K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 540 | $5.57K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 509 | $5.24K | 0.00% | +358+237.1% | 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 |
| Geneos Wealth Management Inc. | 461 | $4.75K | 0.00% | +198+75.3% | Added |
| Harbor Investment Advisory, LLC | 440 | $4.53K | 0.00% | −400−47.6% | Reduced |
| Bayforest Capital Ltd | 435 | $4.48K | 0.00% | −10,727−96.1% | Reduced |
| Kennebec Savings Bank | 398 | $4.10K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 360 | $3.71K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 340 | $3.50K | 0.00% | +340 | New |
| CIBC Private Wealth Group, LLC | 340 | $3.36K | 0.00% | +230+209.1% | Added |
| Stone House Investment Management, LLC | 297 | $3.06K | 0.00% | +297 | New |
| Quent Capital, LLC | 279 | $2.87K | 0.00% | −3,036−91.6% | Reduced |
| Bell Investment Advisors, Inc | 259 | $2.67K | 0.00% | +102+65.0% | Added |
| Larson Financial Group LLC | 258 | $2.65K | 0.00% | +178+222.5% | Added |
| Activest Wealth Management | 250 | $2.58K | 0.00% | +250 | New |
| Beacon Capital Management, LLC | 232 | $2.39K | 0.00% | +232 | New |
| Sunbelt Securities, Inc. | 230 | $2.37K | 0.00% | −3,024−92.9% | Reduced |
| Bear Mountain Capital, Inc. | 198 | $2.34K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 219 | $2.26K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 212 | $2.18K | 0.00% | +212 | New |
| 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 |
| Central Trust Co | 196 | $2.02K | 0.00% | −4−2.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 192 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 175 | $1.80K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 168 | $1.73K | 0.00% | +168 | New |
| Brown, Lisle/Cummings, Inc. | 150 | $1.54K | 0.00% | 00.0% | Unchanged |