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 |
|---|---|---|---|---|---|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
380
shares
|
$5,331
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
362
shares
|
$5,078
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
360
shares
|
$5,050
0.0% of portfolio
|
Q3 2024
Added 260.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
353
shares
|
$4,952
0.0% of portfolio
|
Q3 2025
Reduced 21.73%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
302
shares
|
$4,237
0.0% of portfolio
|
Q3 2025
Reduced 13.71%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
262
shares
|
$3,675
0.0% of portfolio
|
Q4 2024
Added 24.76%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
250
shares
|
$3,507
0.0% of portfolio
|
Q3 2025
Reduced 92.32%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
240
shares
|
$3,367
0.0% of portfolio
|
Q2 2025
Added 410.64%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
226
shares
|
$3,170
0.0% of portfolio
|
Q3 2025
Reduced 87.2%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
214
shares
|
$3,002
0.0% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
212
shares
|
$2,974
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
200
shares
|
$2,806
0.0% of portfolio
|
Q3 2025
Added 96.08%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
200
shares
|
$2,806
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
192
shares
|
$2,693
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
192
shares
|
$2,693
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
175
shares
|
$2,455
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
156
shares
|
$2,188
0.0% of portfolio
|
Q3 2025
Reduced 93.36%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
139
shares
|
$1,950
0.0% of portfolio
|
Q1 2022
Reduced 48.33%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
130
shares
|
$1,823
0.0% of portfolio
|
Q3 2025
Reduced 96.32%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
127
shares
|
$1,781
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
120
shares
|
$1,683
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
102
shares
|
$1,431
0.0% of portfolio
|
Q3 2025
Added 92.45%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
102
shares
|
$1,431
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
100
shares
|
$1,403
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$1,403
0.0% of portfolio
|
Q2 2022
Added 17.65%
|
|