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 2026
Institutional positions in UiPath, Inc. as of Mar 31, 2026. 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
- 537
- +7 vs. Q4 2025
- Shares held
- 314.8M
- +50.3M (+19.0%) vs. Q4 2025
- Total value
- $3.50B
- −$837.5M (−19.3%) vs. Q4 2025
- New holders
- 117
- 200 more added
- Sold out
- 110
- 152 more reduced
11 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding UiPath, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of Jackson Hole Trust | 781 | $8.67K | 0.00% | +279+55.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 800 | $8.88K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 809 | $8.98K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 827 | $9.18K | 0.00% | −96−10.4% | Reduced |
| Burkett Financial Services, LLC | 879 | $9.76K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 900 | $9.99K | 0.00% | +900 | New |
| Capital Advisors, Ltd. LLC | 857 | $10.0K | 0.00% | +56+7.0% | Added |
| Larson Financial Group LLC | 948 | $10.5K | 0.00% | −75−7.3% | Reduced |
| Bryn Mawr Trust Co | 1,000 | $11.1K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,000 | $11.1K | 0.01% | +1,000 | New |
| Strive Financial Group ,LLC | 1,102 | $12.0K | 0.01% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 1,098 | $12.2K | 0.00% | −5,945−84.4% | Reduced |
| Covestor Ltd | 1,213 | $13.0K | 0.01% | −9,021−88.1% | Reduced |
| Sunbelt Securities, Inc. | 1,329 | $14.8K | 0.00% | +1,237+1,344.6% | Added |
| Rothschild Investment LLC | 1,402 | $15.6K | 0.00% | −9,989−87.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,500 | $17.0K | 0.01% | 00.0% | Unchanged |
| Symmetry Investments LP | 1,714 | $19.0K | 0.00% | +1,714 | New |
| CoreCap Advisors, LLC | 1,793 | $19.9K | 0.00% | −786−30.5% | Reduced |
| FNY Investment Advisers, LLC | 2,000 | $22.0K | 0.01% | +2,000 | New |
| North Star Investment Management Corp. | 2,000 | $22.2K | 0.00% | +1,962+5,163.2% | Added |
| Versant Capital Management, Inc | 2,043 | $22.7K | 0.00% | +1,131+124.0% | Added |
| Innovative Asset Advisors Group, LLC | 2,146 | $23.8K | 0.01% | +2,146 | New |
| Massmutual Trust Co FSB | 2,188 | $24.3K | 0.00% | +363+19.9% | Added |
| State of Wyoming | 2,233 | $24.8K | 0.00% | −13,801−86.1% | Reduced |
| Strategic Advocates LLC | 2,512 | $27.9K | 0.12% | −55,244−95.7% | Reduced |
| Essential Partners LLC | 2,588 | $28.7K | 0.01% | −3,702−58.9% | Reduced |
| Peterson Wealth Management | 2,950 | $32.7K | 0.02% | +2,950 | New |
| MAI Capital Management | 2,986 | $33.1K | 0.00% | +1,103+58.6% | Added |
| IFP Advisors, Inc | 3,014 | $33.5K | 0.00% | −5,095−62.8% | Reduced |
| AdvisorNet Financial, Inc | 3,400 | $37.7K | 0.00% | +3,000+750.0% | Added |
| Intentional Wealth Strategies, LLC | 3,414 | $37.9K | 0.04% | +3,414 | New |
| Ankerstar Wealth, LLC | 3,524 | $39.1K | 0.04% | −33−0.9% | Reduced |
| Forum Finance Group S.A. | 4,900 | $43.0K | 0.02% | +4,900 | New |
| TD Waterhouse Canada Inc. | 3,929 | $43.3K | 0.00% | +2,147+120.5% | Added |
| Nisa Investment Advisors, LLC | 4,028 | $44.7K | 0.00% | +3,992+11,088.9% | Added |
| Umb Bank N A | 4,062 | $45.1K | 0.00% | +930+29.7% | Added |
| EverSource Wealth Advisors, LLC | 4,693 | $52.1K | 0.00% | −275−5.5% | Reduced |
| EFG International AG | 5,000 | $55.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 5,020 | $55.7K | 0.01% | +1,621+47.7% | Added |
| Quadrant Capital Group LLC | 5,884 | $65.3K | 0.00% | +4,549+340.7% | Added |
| NBC Securities, Inc. | 6,000 | $66.6K | 0.00% | +6,000 | New |
| Quintet Private Bank (Europe) S.A. | 6,670 | $74.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 7,249 | $80.5K | 0.00% | −3,396−31.9% | Reduced |
| Signaturefd, LLC | 7,336 | $81.4K | 0.00% | −1,006−12.1% | Reduced |
| Ronald Blue Trust, Inc. | 7,392 | $82.1K | 0.00% | +6,712+987.1% | Added |
| Hantz Financial Services, Inc. | 7,650 | $85.0K | 0.00% | +7,494+4,803.8% | Added |
| Erste Asset Management GmbH | 9,260 | $100.7K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 9,621 | $106.8K | 0.00% | −15−0.2% | Reduced |
| Malaga Cove Capital, LLC | 10,000 | $111.0K | 0.04% | +10,000 | New |
| Profund Advisors LLC | 10,009 | $111.1K | 0.00% | +10,009 | New |
| Kestra Advisory Services, LLC | 10,146 | $112.6K | 0.00% | −4,351−30.0% | Reduced |
| Brinker Capital Investments, LLC | 10,150 | $112.7K | 0.00% | −470−4.4% | Reduced |
| Nations Financial Group Inc, | 10,235 | $113.6K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,244 | $113.7K | 0.00% | +10,244 | New |
| Janney Montgomery Scott LLC | 10,231 | $114.0K | 0.00% | −26,974−72.5% | Reduced |
| Rakuten Securities, Inc. | 10,332 | $114.7K | 0.05% | −7,891−43.3% | Reduced |
| Wedbush Securities Inc | 10,455 | $116.0K | 0.00% | +10,455 | New |
| Eventide Asset Management, LLC | 10,716 | $116.5K | 0.00% | +10,716 | New |
| Bayforest Capital Ltd | 10,665 | $118.4K | 0.13% | +10,665 | New |
| Beacon Pointe Advisors, LLC | 10,893 | $120.9K | 0.00% | +10,893 | New |
| RSM US Wealth Management LLC | 11,288 | $125.3K | 0.00% | −4,015−26.2% | Reduced |
| Advisory Alpha, LLC | 11,323 | $125.7K | 0.00% | +11,323 | New |
| Eurizon Capital SGR S.p.A. | 11,550 | $126.2K | 0.00% | +571+5.2% | Added |
| Peregrine Asset Advisers, Inc. | 11,375 | $126.3K | 0.03% | +11,375 | New |
| Independent Financial Group, LLC | 11,474 | $127.4K | 0.00% | +11,474 | New |
| Leo Wealth, LLC | 11,482 | $127.5K | 0.01% | −44,902−79.6% | Reduced |
| Omers Administration Corp | 11,537 | $128.1K | 0.00% | 00.0% | Unchanged |
| North Dakota State Investment Board | 11,760 | $130.5K | 0.01% | −2,465−17.3% | Reduced |
| Quantum Private Wealth, LLC | 12,000 | $133.2K | 0.04% | +12,000 | New |
| Advisory Services Network, LLC | 12,156 | $134.9K | 0.00% | −1,579−11.5% | Reduced |
| Torrey Growth & Income Advisors | 12,310 | $137.2K | 0.06% | +200+1.7% | Added |
| AE Wealth Management LLC | 12,576 | $139.6K | 0.00% | +12,576 | New |
| Fifth Third Wealth Advisors LLC | 12,630 | $140.2K | 0.00% | +740+6.2% | Added |
| Harbour Investments, Inc. | 12,654 | $140.5K | 0.00% | +2,390+23.3% | Added |
| GWM Advisors LLC | 12,656 | $140.5K | 0.00% | −5,772−31.3% | Reduced |
| Pasadena Private Wealth, LLC | 12,750 | $141.5K | 0.02% | +1,050+9.0% | Added |
| Lombard Odier Asset Management (USA) Corp | 12,759 | $141.6K | 0.08% | +12,759 | New |
| Banque Cantonale Vaudoise | 12,767 | $142.0K | 0.01% | +2,357+22.6% | Added |
| Fiduciary Alliance LLC | 13,658 | $144.9K | 0.01% | +13,658 | New |
| VestGen Advisors, LLC | 14,527 | $145.4K | 0.00% | −1,552−9.7% | Reduced |
| Elevation Advisory Partners LLC | 10,187 | $146.3K | 0.14% | +10,187 | New |
| Ahara Advisors LLC | 13,240 | $147.0K | 0.12% | −40−0.3% | Reduced |
| Silver Coast Investments LLC | 13,322 | $147.9K | 0.05% | +13,322 | New |
| US Bancorp | 13,381 | $148.5K | 0.00% | +4,523+51.1% | Added |
| GAMMA Investing LLC | 13,449 | $149.3K | 0.01% | +8,198+156.1% | Added |
| Sterling Capital Management LLC | 13,496 | $149.8K | 0.00% | −10,301−43.3% | Reduced |
| Avory & Company, LLC | 13,535 | $150.2K | 0.19% | −3,226−19.2% | Reduced |
| International Assets Investment Management, LLC | 13,694 | $150.9K | 0.01% | −789−5.4% | Reduced |
| Shelton Capital Management | 13,907 | $154.4K | 0.00% | +13,907 | New |
| Z3 Capital Partners, LLC | 13,925 | $154.6K | 0.04% | −300−2.1% | Reduced |
| Moran Wealth Management, LLC | 14,366 | $159.5K | 0.00% | +14,366 | New |
| Caisse de Depot Et Placement du Quebec | 14,400 | $159.8K | 0.00% | +14,400 | New |
| 111 Capital | 14,442 | $160.3K | 0.04% | +14,442 | New |
| Diversified Trust Co | 14,929 | $165.7K | 0.00% | −52,985−78.0% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 14,975 | $166.2K | 0.07% | +14,975 | New |
| One68 Global Capital, LLC | 15,000 | $166.5K | 0.54% | +15,000 | New |
| Tower Research Capital LLC (TRC) | 15,071 | $167.3K | 0.00% | +13,093+661.9% | Added |
| Sagewood Asset Management LP | 15,131 | $168.0K | 0.05% | +15,131 | New |
| Beese Fulmer Investment Management, Inc. | 15,178 | $168.5K | 0.01% | +15,178 | New |
| Foundations Investment Advisors, LLC | 15,178 | $168.5K | 0.00% | +15,178 | New |