Purchases and Sales Made in Q2 2025 in Ui Path, Inc. (PATH)
This table provides information about the institutional ownership of Ui Path, Inc. (PATH) during Q2 2025. The information is specifically focused on institutions that hold shares of UiPath, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
853New |
$8.35K - $11.4K
|
853
$12K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
841+ 28.39% |
$8.23K - $11.2K
|
3.8K
$53.4K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
809New |
$7.92K - $10.8K
|
809
$11.4K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
782+ 0.13% |
$7.66K - $10.4K
|
608K
$8.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
727+ 0.95% |
$7.12K - $9.68K
|
77.4K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
722+ 279.84% |
$7.07K - $9.61K
|
980
$13.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
693New |
$6.78K - $9.22K
|
693
$9.72K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
656+ 452.41% |
$6.42K - $8.73K
|
801
$11.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
585+ 36.63% |
$5.73K - $7.79K
|
2.18K
$30.6K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
523+ 0.13% |
$5.12K - $6.96K
|
390K
$5.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
483+ 1.55% |
$4.73K - $6.43K
|
31.7K
$445K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
426+ 507.14% |
$4.17K - $5.67K
|
510
$7.16K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
404+ 3.85% |
$3.96K - $5.38K
|
10.9K
$153K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
371New |
$3.63K - $4.94K
|
371
$5.21K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
355+ 1.65% |
$3.48K - $4.73K
|
21.8K
$306K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
300+ 150.0% |
$2.94K - $3.99K
|
500
$7.02K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
249+ 113.7% |
$2.44K - $3.31K
|
468
$6.57K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
220New |
$2.15K - $2.93K
|
220
$3.09K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
197+ 57.94% |
$1.93K - $2.62K
|
537
$7.53K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
193+ 410.64% |
$1.89K - $2.57K
|
240
$3.37K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
170+ 5.06% |
$1.66K - $2.26K
|
3.53K
$49.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
150+ 75.0% |
$1.47K - $2K
|
350
$4.91K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
102New |
$999 - $1.36K
|
102
$1.43K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
86New |
$842 - $1.14K
|
86
$1.21K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
79New |
$773 - $1.05K
|
79
$1.11K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
66+ 2.89% |
$646 - $878
|
2.35K
$33K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
53New |
$519 - $705
|
53
$744
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
48New |
$470 - $639
|
48
$673
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
47+ 95.92% |
$460 - $626
|
96
$1.35K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
35+ 52.24% |
$343 - $466
|
102
$1.43K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
26+ 0.11% |
$255 - $346
|
23K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
26+ 23.64% |
$255 - $346
|
136
$1.91K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
24+ 60.0% |
$235 - $319
|
64
$898
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14New |
$137 - $186
|
14
$196
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
13New |
$127 - $173
|
13
$182
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
12New |
$117 - $160
|
12
$168
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 250.0% |
$97.9 - $133
|
14
$196
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9New |
$88.1 - $120
|
9
$126
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9+ 0.15% |
$88.1 - $120
|
5.86K
$82.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9New |
$88.1 - $120
|
9
$126
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$19.6 - $26.6
|
2
$28.1
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
2+ 1.01% |
$19.6 - $26.6
|
200
$2.81K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1New |
$9.79 - $13.3
|
1
$14
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-1- 2.56% |
$9.79 - $13.3
|
38
$533
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 2.17% |
$97.9 - $133
|
451
$6.33K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-50- 66.67% |
$489 - $666
|
25
$351
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-51- 0.32% |
$499 - $679
|
15.9K
$224K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-53- 9.45% |
$519 - $705
|
508
$7.13K
|
|