Institutional Ownership Ui Path, Inc. (PATH)
This table provides information about the institutional ownership of Ui Path, Inc. (PATH). We have compiled data on the 492 institutions that hold shares in the stock, with a total of 298 Million shares, which have been reported (via 13F filing form) to have a value of $3.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
10,663
shares
|
$143,417
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
10,325
shares
|
$138,871
0.01% of portfolio
|
Q4 2024
Reduced 11.34%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
10,160
shares
|
$136,652
0.0% of portfolio
|
Q3 2024
Reduced 25.05%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
10,001
shares
|
$134,513
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
10,000
shares
|
$134,500
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,965
shares
|
$134,029
0.0% of portfolio
|
Q3 2024
Reduced 70.76%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
9,950
shares
|
$133,827
0.0% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
9,238
shares
|
$124,251
0.07% of portfolio
|
Q1 2024
Reduced 83.52%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
9,033
shares
|
$121,493
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
8,300
shares
|
$111,635
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
6,570
shares
|
$88,366
0.0% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
6,254
shares
|
$84,116
0.0% of portfolio
|
Q3 2024
Added 8.69%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
6,199
shares
|
$83,376
0.0% of portfolio
|
Q4 2024
Reduced 79.4%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
5,898
shares
|
$79,328
0.03% of portfolio
|
Q1 2024
Reduced 20.28%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
5,300
shares
|
$71,285
0.0% of portfolio
|
Q3 2024
Reduced 98.18%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
5,045
shares
|
$67,855
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
5,000
shares
|
$67,250
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
4,760
shares
|
$64,022
0.0% of portfolio
|
Q2 2024
Reduced 88.09%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
4,646
shares
|
$62,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,620
shares
|
$62,139
0.0% of portfolio
|
Q3 2024
Reduced 23.15%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
4,362
shares
|
$58,668
0.02% of portfolio
|
Q3 2024
Added 21710.0%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 13, 2024 Q3 2024 |
4,238
shares
|
$57,001
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,130
shares
|
$55,548
0.0% of portfolio
|
Q3 2024
Reduced 97.49%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
4,098
shares
|
$55,118
0.0% of portfolio
|
Q3 2024
Added 124.67%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
3,934
shares
|
$52,912
0.0% of portfolio
|
Q3 2024
Reduced 16.69%
|