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 539 institutions that hold shares in the stock, with a total of 312 Million shares, which have been reported (via 13F filing form) to have a value of $3.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,597
shares
|
$17,247
0.0% of portfolio
|
Q4 2024
Added 347.34%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,591
shares
|
$17,182
0.0% of portfolio
|
Q4 2024
Added 19.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,537
shares
|
$16,599
0.0% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,448
shares
|
$15,638
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,244
shares
|
$13,435
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,236
shares
|
$13,348
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1,088
shares
|
$11,750
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,064
shares
|
$11,491
0.0% of portfolio
|
Q4 2024
Added 74.14%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,051
shares
|
$11,350
0.0% of portfolio
|
Q4 2024
Added 23.5%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,022
shares
|
$11,037
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,003
shares
|
$10,832
0.01% of portfolio
|
Q4 2023
Added 33333.33%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$10,800
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,000
shares
|
$10,800
0.01% of portfolio
|
Q2 2022
Reduced 0.4%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
992
shares
|
$10,713
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
895
shares
|
$9,666
0.0% of portfolio
|
Q4 2024
Reduced 30.89%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
872
shares
|
$9,417
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
850
shares
|
$9,180
0.0% of portfolio
|
Q4 2024
Reduced 26.09%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
840
shares
|
$9,072
0.0% of portfolio
|
Q4 2024
Added 90.91%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
819
shares
|
$8,845
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
812
shares
|
$8,769
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
779
shares
|
$8,413
0.0% of portfolio
|
Q4 2024
Reduced 87.43%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
703
shares
|
$7,592
0.0% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
693
shares
|
$7,484
0.0% of portfolio
|
Q4 2024
Added 27.16%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
678
shares
|
$7,322
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
658
shares
|
$7,106
0.0% of portfolio
|
Q4 2024
Added 3.46%
|