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 576 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $4.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
801
shares
|
$11,238
0.0% of portfolio
|
Q2 2025
Added 452.41%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
800
shares
|
$11,224
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
724
shares
|
$10,157
0.0% of portfolio
|
Q3 2025
Reduced 15.12%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
700
shares
|
$9,821
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
693
shares
|
$9,722
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
602
shares
|
$8,446
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
600
shares
|
$8,418
0.0% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
561
shares
|
$7,870
0.0% of portfolio
|
Q2 2024
Reduced 56.34%
|
|
|
Performa LTD (Us), LLC
|
Nov 04, 2025 Q3 2025 |
550
shares
|
$7,716
0.0% of portfolio
|
Q3 2025
Reduced 21.43%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
550
shares
|
$7,716
0.0% of portfolio
|
Q3 2025
Reduced 68.57%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
547
shares
|
$7,674
0.0% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
541
shares
|
$7,590
0.0% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
536
shares
|
$7,520
0.0% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
508
shares
|
$7,127
0.0% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
502
shares
|
$7,043
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
500
shares
|
$7,015
0.0% of portfolio
|
Q2 2024
Reduced 42.99%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
485
shares
|
$6,804
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
481
shares
|
$6,748
0.0% of portfolio
|
Q4 2023
Reduced 65.14%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
469
shares
|
$6,580
0.0% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
448
shares
|
$6,285
0.0% of portfolio
|
Q3 2022
Added 44.05%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
440
shares
|
$6,173
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
421
shares
|
$5,906
0.0% of portfolio
|
Q3 2024
Reduced 68.2%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
418
shares
|
$5,864
0.0% of portfolio
|
Q3 2025
Reduced 89.91%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
400
shares
|
$5,612
0.0% of portfolio
|
Q3 2025
Reduced 83.84%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
391
shares
|
$5,485
0.0% of portfolio
|
Q3 2025
Added 5.39%
|
|