Latest Institutional Transactions on Ui Path, Inc. (PATH)
This table provides information on the latest institutional transactions involving Ui Path, Inc. (PATH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
102New |
$999 - $1.36K
|
102
$1.43K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-8.93K- 44.66% |
$87.4K - $119K
|
11.1K
$155K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
24+ 60.0% |
$235 - $319
|
64
$898
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
187KNew |
$1.84M - $2.49M
|
187K
$2.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
404+ 3.85% |
$3.96K - $5.38K
|
10.9K
$153K
|
|
|
Aug 08, 2025
Q2 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-62.4K- 57.53% |
$611K - $831K
|
46.1K
$646K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-163- 62.93% |
$1.6K - $2.17K
|
96
$1.35K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
15KNew |
$147K - $200K
|
15K
$211K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
13New |
$127 - $173
|
13
$182
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-148- 88.1% |
$1.45K - $1.97K
|
20
$281
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-105- 35.35% |
$1.03K - $1.4K
|
192
$2.69K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-900- 7.54% |
$8.81K - $12K
|
11K
$155K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
39.5KNew |
$387K - $526K
|
39.5K
$555K
|
|
|
Aug 05, 2025
Q2 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
81.2KNew |
$795K - $1.08M
|
81.2K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
11.4KNew |
$112K - $152K
|
11.4K
$160K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-70- 11.55% |
$685 - $932
|
536
$7.52K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
197+ 57.94% |
$1.93K - $2.62K
|
537
$7.53K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
4.26KNew |
$41.7K - $56.7K
|
4.26K
$59.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
9.61K+ 37.16% |
$94.1K - $128K
|
35.5K
$498K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
10.8KNew |
$106K - $144K
|
10.8K
$152K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 250.0% |
$97.9 - $133
|
14
$196
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
693New |
$6.78K - $9.22K
|
693
$9.72K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
47+ 95.92% |
$460 - $626
|
96
$1.35K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
8.69K+ 23.15% |
$85.1K - $116K
|
46.2K
$649K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
11.3KNew |
$111K - $151K
|
11.3K
$159K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-241- 96.4% |
$2.36K - $3.21K
|
9
$126
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-1- 2.56% |
$9.79 - $13.3
|
38
$533
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-604K- 81.97% |
$5.91M - $8.04M
|
133K
$1.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.2KNew |
$169K - $229K
|
17.2K
$241K
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
PUT |
-95K- 95.0% |
$930K - $1.26M
|
5K
$70.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-53- 9.45% |
$519 - $705
|
508
$7.13K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
13.6KNew |
$133K - $181K
|
13.6K
$191K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.46K- 38.19% |
$73.1K - $99.3K
|
12.1K
$169K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
656+ 452.41% |
$6.42K - $8.73K
|
801
$11.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
69.6KNew |
$681K - $926K
|
69.6K
$976K
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1K- 4.76% |
$9.79K - $13.3K
|
20K
$281K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
193+ 410.64% |
$1.89K - $2.57K
|
240
$3.37K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
11KNew |
$108K - $146K
|
11K
$154K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
12New |
$117 - $160
|
12
$168
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
48New |
$470 - $639
|
48
$673
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
13KNew |
$128K - $173K
|
13K
$183K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
16.3KNew |
$159K - $216K
|
16.3K
$228K
|
|
|
Jul 17, 2025
Q2 2025
|
Washington Capital Management Inc
|
BUY
|
- |
8K+ 19.05% |
$78.3K - $106K
|
50K
$702K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-343- 3.19% |
$3.36K - $4.57K
|
10.4K
$146K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12.6KNew |
$123K - $167K
|
12.6K
$176K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
79New |
$773 - $1.05K
|
79
$1.11K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
15.2KNew |
$149K - $203K
|
15.2K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
86New |
$842 - $1.14K
|
86
$1.21K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-9.09K- 43.44% |
$89K - $121K
|
11.8K
$166K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
950New |
$9.3K - $12.6K
|
950
$13.3K
|
|