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, Q2 2026
Institutional positions in UiPath, Inc. as of Jun 30, 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
- 530
- +1 vs. Q1 2026
- Shares held
- 360.4M
- +46.0M (+14.6%) vs. Q1 2026
- Total value
- $3.92B
- +$423.4M (+12.1%) vs. Q1 2026
- New holders
- 92
- 185 more added
- Sold out
- 91
- 170 more reduced
8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding UiPath, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 2,940 | $32.0K | 0.00% | +2,488+550.4% | Added |
| Purpose Unlimited Inc. | 2,524 | $27.4K | 0.00% | +1,426+129.9% | Added |
| Trifecta Capital Advisors, LLC | 2,500 | $27.2K | 0.00% | +2,500 | New |
| Pioneer Family Office, LLC | 2,500 | $27.2K | 0.01% | +2,500 | New |
| IFP Advisors, Inc | 2,432 | $26.4K | 0.00% | −582−19.3% | Reduced |
| Versant Capital Management, Inc | 2,380 | $25.9K | 0.00% | +337+16.5% | Added |
| Massmutual Trust Co FSB | 2,368 | $25.7K | 0.00% | +180+8.2% | Added |
| North Star Investment Management Corp. | 2,000 | $21.7K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $21.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,927 | $20.9K | 0.00% | +525+37.4% | Added |
| Larson Financial Group LLC | 1,909 | $20.8K | 0.00% | +961+101.4% | Added |
| CoreCap Advisors, LLC | 1,588 | $17.3K | 0.00% | −205−11.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,264 | $13.7K | 0.00% | −3,429−73.1% | Reduced |
| Fortitude Family Office, LLC | 1,177 | $12.8K | 0.00% | +1,177 | New |
| Danske Bank A/S | 1,100 | $12.0K | 0.00% | −165,836−99.3% | Reduced |
| Strategic Advocates LLC | 1,097 | $11.9K | 0.05% | −1,415−56.3% | Reduced |
| Geneos Wealth Management Inc. | 1,074 | $11.7K | 0.00% | +550+105.0% | Added |
| Bryn Mawr Trust Co | 1,000 | $10.9K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,000 | $10.9K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 961 | $10.4K | 0.00% | +961 | New |
| Hara Capital LLC | 900 | $9.78K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 890 | $9.67K | 0.00% | +504+130.6% | Added |
| Burkett Financial Services, LLC | 879 | $9.55K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 779 | $8.97K | 0.00% | −3,150−80.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 800 | $8.70K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 700 | $7.61K | 0.00% | +700 | New |
| ZRC Wealth Management, LLC | 665 | $7.23K | 0.00% | +665 | New |
| Bogart Wealth, LLC | 661 | $7.18K | 0.00% | +315+91.0% | Added |
| Private Trust Co NA | 650 | $7.07K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 650 | $7.07K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 633 | $6.88K | 0.00% | +250+65.3% | Added |
| Parkside Financial Bank & Trust | 592 | $6.44K | 0.00% | +209+54.6% | Added |
| Picton Mahoney Asset Management | 561 | $6.10K | 0.00% | −184,568−99.7% | Reduced |
| NBH Bank | 536 | $5.83K | 0.00% | +536 | New |
| Signature Equity Partners, LLC | 530 | $5.76K | 0.00% | −297−35.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 500 | $5.43K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 497 | $5.40K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 494 | $5.37K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 450 | $4.89K | 0.00% | +66+17.2% | Added |
| Nemes Rush Group LLC | 450 | $4.89K | 0.00% | +350+350.0% | Added |
| Tripletail Wealth Management, LLC | 346 | $4.05K | 0.00% | +346 | New |
| Farmers & Merchants Investments Inc | 340 | $3.70K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 303 | $3.29K | 0.00% | +63+26.3% | Added |
| Whittier Trust Co | 271 | $3.21K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 253 | $3.02K | 0.00% | +16+6.8% | Added |
| HHM Wealth Advisors, LLC | 260 | $2.83K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 212 | $2.30K | 0.00% | −174−45.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 200 | $2.17K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 200 | $2.17K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 200 | $2.17K | 0.00% | +200 | New |
| Barrett & Company, Inc. | 195 | $2.12K | 0.00% | +195 | New |
| CX Institutional | 139 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 176 | $1.91K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 175 | $1.90K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 161 | $1.75K | 0.00% | +98+155.6% | Added |
| Noble Wealth Management PBC | 156 | $1.70K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 154 | $1.67K | 0.00% | +61+65.6% | Added |
| CVA Family Office, LLC | 151 | $1.64K | 0.00% | +104+221.3% | Added |
| Brown, Lisle/Cummings, Inc. | 150 | $1.63K | 0.00% | +150 | New |
| Beaird Harris Wealth Management, LLC | 150 | $1.63K | 0.00% | +150 | New |
| Ameriflex Group, Inc. | 146 | $1.59K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 142 | $1.54K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 141 | $1.53K | 0.00% | +141 | New |
| Keating Financial Advisory Services, Inc. | 135 | $1.47K | 0.00% | +49+57.0% | Added |
| McGuire Capital Advisors Inc | 129 | $1.40K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 127 | $1.38K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 122 | $1.33K | 0.00% | −141−53.6% | Reduced |
| Sankala Group LLC | 81 | $1.27K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 117 | $1.27K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 113 | $1.23K | 0.00% | +95+527.8% | Added |
| Plato Investment Management Ltd | 107 | $1.16K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $1.16K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 102 | $1.11K | 0.00% | −20−16.4% | Reduced |
| TD Private Client Wealth LLC | 102 | $1.11K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 100 | $1.09K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $1.09K | 0.00% | +100 | New |
| Silver Grove Financial Group, Inc. | 86 | $935 | 0.00% | +86 | New |
| McDonald Partners LLC | 85 | $924 | 0.00% | +85 | New |
| Action Point Financial Planning, LLC | 84 | $903 | 0.00% | +84 | New |
| Lloyd Advisory Services, LLC. | 83 | $902 | 0.00% | +83 | New |
| Caitlin John, LLC | 82 | $891 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 76 | $826 | 0.00% | −11−12.6% | Reduced |
| Mosley Wealth Management | 75 | $815 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 75 | $815 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 72 | $769 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 70 | $761 | 0.00% | −118−62.8% | Reduced |
| Cromwell Holdings LLC | 68 | $739 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 58 | $631 | 0.00% | +10+20.8% | Added |
| Bangor Savings Bank | 55 | $598 | 0.00% | −600−91.6% | Reduced |
| Millstone Evans Group, LLC | 50 | $544 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 50 | $544 | 0.00% | +50 | New |
| Ancora Advisors, LLC | 50 | $543 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 49 | $533 | 0.00% | +8+19.5% | Added |
| Marquette Asset Management, LLC | 49 | $533 | 0.00% | +49 | New |
| Bell Investment Advisors, Inc | 48 | $522 | 0.00% | −48−50.0% | Reduced |
| Financial Perspectives, Inc | 48 | $522 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 48 | $522 | 0.00% | +29+152.6% | Added |
| Planning Strategies Inc. | 46 | $500 | 0.00% | +46 | New |
| Stone House Investment Management, LLC | 44 | $474 | 0.00% | +44 | New |
| GFS Advisors, LLC | 221,466 | $326 | 0.00% | +221,466 | New |