Purchases and Sales Made in Q4 2025 in Ui Path, Inc. (PATH)
This table provides information about the institutional ownership of Ui Path, Inc. (PATH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
464K+ 384.83% |
$5.92M - $8.59M
|
585K
$8.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
109KNew |
$1.39M - $2.01M
|
109K
$1.52M
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
67.9KNew |
$866K - $1.26M
|
67.9K
$953K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
16.8KNew |
$214K - $310K
|
16.8K
$235K
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
15.2KNew |
$193K - $281K
|
15.2K
$213K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.63K+ 7.9% |
$71.8K - $104K
|
76.9K
$1.08M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.53K+ 93.26% |
$32.3K - $46.9K
|
5.25K
$73.7K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.5KNew |
$19.1K - $27.8K
|
1.5K
$21K
|
|
|
Jan 12, 2026
Q4 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1K+ 4.23% |
$12.8K - $18.5K
|
24.7K
$346K
|
|
|
Jan 07, 2026
Q4 2025
|
Green Alpha Advisors, LLC
|
BUY
|
- |
973+ 3.41% |
$12.4K - $18K
|
29.5K
$414K
|
|
|
Jan 12, 2026
Q4 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
500+ 4.07% |
$6.38K - $9.26K
|
12.8K
$180K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
200New |
$2.55K - $3.7K
|
200
$2.81K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
81+ 9.75% |
$1.03K - $1.5K
|
912
$12.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
75New |
$956 - $1.39K
|
75
$1.05K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
30+ 1.67% |
$383 - $555
|
1.83K
$25.6K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8+ 14.81% |
$102 - $148
|
62
$870
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 0.15% |
$25.5 - $37
|
1.31K
$18.4K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-8K- 10.53% |
$102K - $148K
|
67.9K
$953K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 1.9% |
$130K - $189K
|
527K
$7.39M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-16.1K- 5.81% |
$206K - $298K
|
261K
$3.67M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-42K- 24.8% |
$536K - $778K
|
127K
$1.79M
|
|