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 |
|---|---|---|---|---|---|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
60
shares
|
$807
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
50
shares
|
$672
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
50
shares
|
$672
0.0% of portfolio
|
Q3 2022
Added 66.67%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
50
shares
|
$672
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
50
shares
|
$672
0.0% of portfolio
|
Q3 2024
Reduced 93.61%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
48
shares
|
$645
0.0% of portfolio
|
Q4 2022
Reduced 28.36%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
47
shares
|
$632
0.0% of portfolio
|
Q3 2024
Reduced 77.62%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
42
shares
|
$564
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
42
shares
|
$564
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
41
shares
|
$551
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
40
shares
|
$538
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
40
shares
|
$538
0.0% of portfolio
|
Q3 2024
Reduced 96.26%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
39
shares
|
$524
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
39
shares
|
$524
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
36
shares
|
$484
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
36
shares
|
$484
0.0% of portfolio
|
Q3 2024
Reduced 85.48%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
35
shares
|
$470
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
27
shares
|
$363
0.0% of portfolio
|
Q3 2024
Reduced 64.94%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
27
shares
|
$363
0.0% of portfolio
|
Q3 2024
Reduced 78.74%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
24
shares
|
$322
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
17
shares
|
$228
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
11
shares
|
$147
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
8
shares
|
$107
0.0% of portfolio
|
Q4 2024
Reduced 65.22%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
8
shares
|
$107
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
7
shares
|
$94
0.0% of portfolio
|
Q4 2024
New holding
|