UiPath, Inc.
PATH- 交易所
- NYSE
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001734722
近 90 天,UiPath, Inc. 內部人申報 0 筆公開市場買進、5 筆賣出;2026 年第 2 季末有 530 家機構在 13F 申報持有,市值合計 $39.2 億;大師中只有Coatue持有。
2024 年第 4 季 13F 持有人
UiPath, Inc. 在 2024/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 462
- 較 2024 年第 3 季 +50 家
- 持有股數
- 3.07 億
- 較 2024 年第 3 季 +1,400 萬 (+4.8%)
- 總市值
- $39.0 億
- 較 2024 年第 3 季 +$1.55 億 (+4.1%)
- 新進機構
- 103
- 另有 138 家加碼
- 清倉機構
- 53
- 另有 157 家減碼
另有 9 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 PATH 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 530 | $39.2 億 |
| 2026 年第 1 季 | 537 | $35.0 億 |
| 2025 年第 4 季 | 541 | $52.7 億 |
| 2025 年第 3 季 | 475 | $40.0 億 |
| 2025 年第 2 季 | 456 | $44.8 億 |
| 2025 年第 1 季 | 447 | $32.5 億 |
| 2024 年第 4 季 | 462 | $39.0 億 |
| 2024 年第 3 季 | 421 | $38.4 億 |
| 2024 年第 2 季 | 479 | $42.3 億 |
| 2024 年第 1 季 | 514 | $72.1 億 |
| 2023 年第 4 季 | 499 | $85.0 億 |
| 2023 年第 3 季 | 418 | $57.5 億 |
| 2023 年第 2 季 | 411 | $55.9 億 |
| 2023 年第 1 季 | 357 | $55.7 億 |
| 2022 年第 4 季 | 336 | $39.7 億 |
| 2022 年第 3 季 | 302 | $39.7 億 |
| 2022 年第 2 季 | 313 | $53.4 億 |
| 2022 年第 1 季 | 285 | $55.9 億 |
| 2021 年第 4 季 | 328 | $121.5 億 |
| 2021 年第 3 季 | 271 | $137.9 億 |
| 2021 年第 2 季 | 236 | $126.5 億 |
| 2021 年第 1 季 | 1 | $1.10 萬 |
2024 年第 4 季持有機構
每家機構持有 UiPath, Inc. 的股數、市值與佔組合比重;股數變化跟 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Comerica Bank | 11,894 | $15.1 萬 | 0.00% | −17,468−59.5% | 減碼 |
| American Trust | 11,880 | $15.1 萬 | 0.01% | +11,880 | 新進 |
| Prudential Financial Inc | 11,809 | $15.0 萬 | 0.00% | −600−4.8% | 減碼 |
| GW Henssler & Associates Ltd | 11,614 | $14.9 萬 | 0.01% | 00.0% | 不變 |
| Commerce Bank | 11,622 | $14.8 萬 | 0.00% | −1,729−13.0% | 減碼 |
| Perigon Wealth Management, LLC | 10,833 | $14.5 萬 | 0.00% | +10,833 | 新進 |
| Palumbo Wealth Management LLC | 11,337 | $14.4 萬 | 0.05% | +11,337 | 新進 |
| Bayforest Capital Ltd | 11,162 | $14.2 萬 | 0.18% | +11,162 | 新進 |
| NorthCrest Asset Manangement, LLC | 11,147 | $14.2 萬 | 0.00% | +11,147 | 新進 |
| Claro Advisors LLC | 11,136 | $14.2 萬 | 0.02% | +11,136 | 新進 |
| Juncture Wealth Strategies, LLC | 10,740 | $13.7 萬 | 0.05% | +10,740 | 新進 |
| Kovitz Investment Group Partners, LLC | 10,692 | $13.6 萬 | 0.00% | +29+0.3% | 加碼 |
| Harbour Investments, Inc. | 10,671 | $13.6 萬 | 0.00% | −161−1.5% | 減碼 |
| Integrated Wealth Concepts LLC | 10,409 | $13.2 萬 | 0.00% | +10,409 | 新進 |
| Advisors Asset Management, Inc. | 10,354 | $13.2 萬 | 0.00% | +6,655+179.9% | 加碼 |
| Smith Anglin Financial, LLC | 10,325 | $13.1 萬 | 0.01% | −1,320−11.3% | 減碼 |
| Left Brain Wealth Management, LLC | 10,255 | $13.0 萬 | 0.05% | −4,530−30.6% | 減碼 |
| Vident Advisory, LLC | 10,188 | $12.9 萬 | 0.00% | −537−5.0% | 減碼 |
| Marex Group plc | 10,061 | $12.8 萬 | 0.00% | −32,842−76.5% | 減碼 |
| Koss-Olinger Consulting, LLC | 10,000 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| Covestor Ltd | 9,787 | $12.5 萬 | 0.08% | +8,369+590.2% | 加碼 |
| Sterling Capital Management LLC | 9,670 | $12.3 萬 | 0.00% | +637+7.1% | 加碼 |
| Signaturefd, LLC | 8,800 | $11.2 萬 | 0.00% | −1,150−11.6% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 8,031 | $10.2 萬 | 0.04% | +8,031 | 新進 |
| Credit Agricole S A | 7,413 | $9.42 萬 | 0.00% | −47,360−86.5% | 減碼 |
| Corebridge Financial, Inc. | 7,174 | $9.12 萬 | 0.00% | −616−7.9% | 減碼 |
| Allworth Financial LP | 6,670 | $8.97 萬 | 0.00% | +100+1.5% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 6,670 | $8.48 萬 | 0.00% | −4,641−41.0% | 減碼 |
| Lazard Asset Management LLC | 6,476 | $8.20 萬 | 0.00% | −3,489−35.0% | 減碼 |
| Caldwell Sutter Capital, Inc. | 5,898 | $7.50 萬 | 0.03% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 5,807 | $7.38 萬 | 0.00% | +2,900+99.8% | 加碼 |
| Caitong International Asset Management Co., Ltd | 5,656 | $7.19 萬 | 0.07% | +5,656 | 新進 |
| Rakuten Securities, Inc. | 5,411 | $6.88 萬 | 0.03% | +1,950+56.3% | 加碼 |
| Clearstead Advisors, LLC | 5,254 | $6.68 萬 | 0.00% | −1,000−16.0% | 減碼 |
| True Wealth Design, LLC | 5,163 | $6.56 萬 | 0.03% | +801+18.4% | 加碼 |
| Plato Investment Management Ltd | 4,760 | $6.07 萬 | 0.00% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 3,917 | $5.00 萬 | 0.00% | +3,917 | 新進 |
| Quent Capital, LLC | 3,315 | $4.21 萬 | 0.00% | −116−3.4% | 減碼 |
| Pingora Partners LLC | 3,270 | $4.16 萬 | 0.03% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 3,254 | $4.15 萬 | 0.00% | −16,506−83.5% | 減碼 |
| Farther Finance Advisors, LLC | 3,215 | $4.09 萬 | 0.00% | −1,405−30.4% | 減碼 |
| V-Square Quantitative Management LLC | 3,030 | $3.85 萬 | 0.01% | +759+33.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,974 | $3.78 萬 | 0.00% | +1,742+141.4% | 加碼 |
| Burkett Financial Services, LLC | 2,924 | $3.72 萬 | 0.02% | −35−1.2% | 減碼 |
| Whittier Trust Co | 2,890 | $3.67 萬 | 0.00% | −1,044−26.5% | 減碼 |
| First Horizon Advisors, Inc. | 2,487 | $3.16 萬 | 0.00% | +804+47.8% | 加碼 |
| Smartleaf Asset Management LLC | 2,454 | $3.13 萬 | 0.00% | +1,152+88.5% | 加碼 |
| Hantz Financial Services, Inc. | 2,244 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Quarry LP | 2,216 | $2.82 萬 | 0.01% | −930−29.6% | 減碼 |
| Bangor Savings Bank | 2,055 | $2.61 萬 | 0.00% | −4−0.2% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 2,068 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 2,000 | $2.54 萬 | 0.02% | 00.0% | 不變 |
| Private Trust Co NA | 1,950 | $2.48 萬 | 0.00% | +100+5.4% | 加碼 |
| Lindbrook Capital, LLC | 1,851 | $2.35 萬 | 0.00% | −51−2.7% | 減碼 |
| Manchester Capital Management LLC | 1,787 | $2.27 萬 | 0.00% | 00.0% | 不變 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,758 | $2.23 萬 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 1,707 | $2.20 萬 | 0.00% | +390+29.6% | 加碼 |
| SRS Capital Advisors, Inc. | 1,597 | $2.03 萬 | 0.00% | +1,240+347.3% | 加碼 |
| GAMMA Investing LLC | 1,591 | $2.02 萬 | 0.00% | +254+19.0% | 加碼 |
| Principal Securities, Inc. | 1,537 | $1.95 萬 | 0.00% | −55−3.5% | 減碼 |
| Colonial Trust Co | 1,448 | $1.84 萬 | 0.00% | +1,448 | 新進 |
| Bryn Mawr Trust Co | 1,236 | $1.57 萬 | 0.00% | 00.0% | 不變 |
| Skopos Labs, Inc. | 1,088 | $1.38 萬 | 0.00% | 00.0% | 不變 |
| GeoWealth Management, LLC | 1,064 | $1.35 萬 | 0.00% | +453+74.1% | 加碼 |
| Sandy Spring Bank | 1,051 | $1.34 萬 | 0.00% | +200+23.5% | 加碼 |
| MAI Capital Management | 1,022 | $1.30 萬 | 0.00% | +1,022 | 新進 |
| Orion Capital Management LLC | 1,000 | $1.27 萬 | 0.01% | +1,000 | 新進 |
| Versant Capital Management, Inc | 992 | $1.26 萬 | 0.00% | +992 | 新進 |
| Global Retirement Partners, LLC | 895 | $1.14 萬 | 0.00% | −400−30.9% | 減碼 |
| Lee Danner & Bass Inc | 872 | $1.11 萬 | 0.00% | +872 | 新進 |
| Ancora Advisors, LLC | 850 | $1.08 萬 | 0.00% | −300−26.1% | 減碼 |
| Harbor Investment Advisory, LLC | 840 | $1.07 萬 | 0.00% | +400+90.9% | 加碼 |
| Rosenberg Matthew Hamilton | 819 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 812 | $1.03 萬 | 0.00% | +812 | 新進 |
| Ronald Blue Trust, Inc. | 779 | $9,901 | 0.00% | −29,306−97.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 703 | $8,935 | 0.00% | −48−6.4% | 減碼 |
| Parkside Financial Bank & Trust | 693 | $8,809 | 0.00% | +148+27.2% | 加碼 |
| Eagle Bay Advisors LLC | 678 | $8,617 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | 658 | $8,364 | 0.00% | +22+3.5% | 加碼 |
| Performa Ltd (US), LLC | 650 | $8,262 | 0.00% | −2,000−75.5% | 減碼 |
| Archer Investment Corp | 541 | $6,876 | 0.00% | +41+8.2% | 加碼 |
| IFP Advisors, Inc | 540 | $6,869 | 0.00% | +314+138.9% | 加碼 |
| Wolff Wiese Magana LLC | 500 | $6,355 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 500 | $6,355 | 0.00% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 490 | $6,228 | 0.00% | +490 | 新進 |
| Kennebec Savings Bank | 398 | $5,106 | 0.01% | 00.0% | 不變 |
| Atlantic Trust, LLC | 401 | $5,097 | 0.00% | +401 | 新進 |
| Bogart Wealth, LLC | 400 | $5,084 | 0.00% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 421 | $5,000 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 360 | $4,576 | 0.00% | 00.0% | 不變 |
| Raffa Wealth Management, LLC | 300 | $3,813 | 0.00% | +300 | 新進 |
| Bullock Wealth Management Group | 268 | $3,411 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 263 | $3,343 | 0.00% | −40−13.2% | 減碼 |
| Tucker Asset Management LLC | 262 | $3,330 | 0.00% | +52+24.8% | 加碼 |
| Headlands Technologies LLC | 255 | $3,241 | 0.00% | +255 | 新進 |
| CoreCap Advisors, LLC | 219 | $2,783 | 0.00% | 00.0% | 不變 |
| Bear Mountain Capital, Inc. | 198 | $2,734 | 0.00% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 211 | $2,682 | 0.00% | +211 | 新進 |
| Colonial Trust Advisors | 200 | $2,542 | 0.00% | −925−82.2% | 減碼 |
| Central Trust Co | 200 | $2,542 | 0.00% | −760−79.2% | 減碼 |