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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 4,693 | $52.1K | 0.00% | −275−5.5% | Reduced |
| Umb Bank N A | 4,062 | $45.1K | 0.00% | +930+29.7% | Added |
| Nisa Investment Advisors, LLC | 4,028 | $44.7K | 0.00% | +3,992+11,088.9% | Added |
| TD Waterhouse Canada Inc. | 3,929 | $43.3K | 0.00% | +2,147+120.5% | Added |
| Forum Finance Group S.A. | 4,900 | $43.0K | 0.02% | +4,900 | New |
| Ankerstar Wealth, LLC | 3,524 | $39.1K | 0.04% | −33−0.9% | Reduced |
| Intentional Wealth Strategies, LLC | 3,414 | $37.9K | 0.04% | +3,414 | New |
| AdvisorNet Financial, Inc | 3,400 | $37.7K | 0.00% | +3,000+750.0% | Added |
| IFP Advisors, Inc | 3,014 | $33.5K | 0.00% | −5,095−62.8% | Reduced |
| MAI Capital Management | 2,986 | $33.1K | 0.00% | +1,103+58.6% | Added |
| Peterson Wealth Management | 2,950 | $32.7K | 0.02% | +2,950 | New |
| Essential Partners LLC | 2,588 | $28.7K | 0.01% | −3,702−58.9% | Reduced |
| Strategic Advocates LLC | 2,512 | $27.9K | 0.12% | −55,244−95.7% | Reduced |
| State of Wyoming | 2,233 | $24.8K | 0.00% | −13,801−86.1% | Reduced |
| Massmutual Trust Co FSB | 2,188 | $24.3K | 0.00% | +363+19.9% | Added |
| Innovative Asset Advisors Group, LLC | 2,146 | $23.8K | 0.01% | +2,146 | New |
| Versant Capital Management, Inc | 2,043 | $22.7K | 0.00% | +1,131+124.0% | Added |
| North Star Investment Management Corp. | 2,000 | $22.2K | 0.00% | +1,962+5,163.2% | Added |
| FNY Investment Advisers, LLC | 2,000 | $22.0K | 0.01% | +2,000 | New |
| CoreCap Advisors, LLC | 1,793 | $19.9K | 0.00% | −786−30.5% | Reduced |
| Symmetry Investments LP | 1,714 | $19.0K | 0.00% | +1,714 | New |
| Hazlett, Burt & Watson, Inc. | 1,500 | $17.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,402 | $15.6K | 0.00% | −9,989−87.7% | Reduced |
| Sunbelt Securities, Inc. | 1,329 | $14.8K | 0.00% | +1,237+1,344.6% | Added |
| Covestor Ltd | 1,213 | $13.0K | 0.01% | −9,021−88.1% | Reduced |
| Purpose Unlimited Inc. | 1,098 | $12.2K | 0.00% | −5,945−84.4% | Reduced |
| Strive Financial Group ,LLC | 1,102 | $12.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Larson Financial Group LLC | 948 | $10.5K | 0.00% | −75−7.3% | Reduced |
| Capital Advisors, Ltd. LLC | 857 | $10.0K | 0.00% | +56+7.0% | Added |
| Hara Capital LLC | 900 | $9.99K | 0.00% | +900 | New |
| Burkett Financial Services, LLC | 879 | $9.76K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 827 | $9.18K | 0.00% | −96−10.4% | Reduced |
| Evolution Wealth Management Inc. | 809 | $8.98K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 800 | $8.88K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 781 | $8.67K | 0.00% | +279+55.6% | Added |
| Wealth Preservation Advisors, LLC | 719 | $7.98K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 689 | $7.65K | 0.00% | +689 | New |
| Bangor Savings Bank | 655 | $7.27K | 0.00% | −50−7.1% | Reduced |
| Private Trust Co NA | 650 | $7.21K | 0.00% | −420−39.3% | Reduced |
| Hurley Capital, LLC | 650 | $7.21K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 612 | $6.79K | 0.00% | +612 | New |
| Archer Investment Corp | 606 | $6.73K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 524 | $5.82K | 0.00% | −40−7.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 500 | $5.55K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 497 | $5.52K | 0.00% | −11−2.2% | Reduced |
| MCF Advisors LLC | 494 | $5.48K | 0.00% | +134+37.2% | Added |
| Assetmark, Inc | 469 | $5.21K | 0.00% | +42+9.8% | Added |
| Bessemer Group Inc | 452 | $5.00K | 0.00% | +452 | New |
| Edmond de Rothschild Holding S.A. | 440 | $4.88K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 400 | $4.41K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 386 | $4.29K | 0.00% | −154−28.5% | Reduced |
| Highline Wealth Partners LLC | 386 | $4.29K | 0.00% | +386 | New |
| Performa Ltd (US), LLC | 384 | $4.26K | 0.00% | +40+11.6% | Added |
| Parkside Financial Bank & Trust | 383 | $4.25K | 0.00% | −61−13.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 383 | $4.25K | 0.00% | +383 | New |
| Bogart Wealth, LLC | 346 | $3.84K | 0.00% | +62+21.8% | Added |
| Farmers & Merchants Investments Inc | 340 | $3.77K | 0.00% | +340 | New |
| Portus Wealth Advisors, LLC | 302 | $3.35K | 0.00% | +302 | New |
| Whittier Trust Co | 271 | $3.02K | 0.00% | −2,619−90.6% | Reduced |
| Atlantic Trust, LLC | 263 | $2.92K | 0.00% | +37+16.4% | Added |
| HHM Wealth Advisors, LLC | 260 | $2.89K | 0.00% | +200+333.3% | Added |
| Root Financial Partners, LLC | 255 | $2.83K | 0.00% | −738−74.3% | Reduced |
| Sachetta, LLC | 240 | $2.66K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 233 | $2.59K | 0.00% | −69,351−99.7% | Reduced |
| Bear Mountain Capital, Inc. | 237 | $2.50K | 0.00% | +13+5.8% | Added |
| SRS Capital Advisors, Inc. | 239 | $2.44K | 0.00% | −2,952−92.5% | Reduced |
| Red Tortoise LLC | 205 | $2.28K | 0.00% | +205 | New |
| REAP Financial Group, LLC | 200 | $2.22K | 0.00% | −2,503−92.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 200 | $2.22K | 0.00% | +200 | New |
| Loomis Sayles & Co L P | 197 | $2.19K | 0.00% | −2,618−93.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 188 | $2.09K | 0.00% | +60+46.9% | Added |
| True Wealth Design, LLC | 184 | $2.04K | 0.00% | −1,130−86.0% | Reduced |
| MPWM Advisory Solutions, LLC | 182 | $2.02K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 139 | $2.00K | 0.00% | −7,790−98.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 176 | $1.95K | 0.00% | +176 | New |
| Dogwood Wealth Management LLC | 175 | $1.94K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 161 | $1.79K | 0.00% | +161 | New |
| Noble Wealth Management PBC | 156 | $1.73K | 0.00% | −1,344−89.6% | Reduced |
| Ameriflex Group, Inc. | 146 | $1.62K | 0.00% | −184−55.8% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 142 | $1.58K | 0.00% | +142 | New |
| McGuire Capital Advisors Inc | 129 | $1.43K | 0.00% | −39−23.2% | Reduced |
| Proathlete Wealth Management LLC | 127 | $1.41K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 122 | $1.35K | 0.00% | −100−45.0% | Reduced |
| Salomon & Ludwin, LLC | 120 | $1.35K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 117 | $1.30K | 0.00% | +117 | New |
| Plato Investment Management Ltd | 107 | $1.19K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 102 | $1.13K | 0.00% | −9−8.1% | Reduced |
| Anfield Capital Management, LLC | 102 | $1.13K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $1.11K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 100 | $1.11K | 0.00% | +100 | New |
| Nemes Rush Group LLC | 100 | $1.11K | 0.00% | +100 | New |
| Curio Wealth, LLC | 98 | $1.09K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 97 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 96 | $1.07K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 93 | $1.03K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 75 | $1.00K | 0.00% | +75 | New |
| Avion Wealth | 137 | $1.00K | 0.00% | +90+191.5% | Added |
| Transamerica Financial Advisors, Inc. | 87 | $965 | 0.00% | −692−88.8% | Reduced |