Latest Institutional Transactions on Ui Path, Inc. (PATH)
This table provides information on the latest institutional transactions involving Ui Path, Inc. (PATH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
400New |
$5.1K - $7.4K
|
400
$5.61K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
261New |
$3.33K - $4.83K
|
261
$3.66K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-7K- 93.33% |
$89.3K - $130K
|
500
$7.02K
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
BUY
|
- |
1KNew |
$12.8K - $18.5K
|
1K
$14K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
44+ 293.33% |
$561 - $814
|
59
$828
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.57KNew |
$20.1K - $29.1K
|
1.57K
$22.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
50.2KNew |
$640K - $930K
|
50.2K
$705K
|
|
|
Jan 21, 2026
Q4 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.46K+ 8.02% |
$18.7K - $27.1K
|
19.7K
$277K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
130KNew |
$1.66M - $2.41M
|
130K
$1.83M
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
BUY
|
- |
9.46K+ 21.31% |
$121K - $175K
|
53.9K
$756K
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
90New |
$1.15K - $1.67K
|
90
$1.26K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
800New |
$10.2K - $14.8K
|
800
$11.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.5KNew |
$210K - $305K
|
16.5K
$231K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-189- 2.22% |
$2.41K - $3.5K
|
8.34K
$117K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
56.4KNew |
$719K - $1.04M
|
56.4K
$791K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-150- 17.54% |
$1.91K - $2.78K
|
705
$9.89K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
581+ 586.87% |
$7.41K - $10.8K
|
680
$9.54K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
120KNew |
$1.53M - $2.22M
|
120K
$1.68M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
117KNew |
$1.5M - $2.17M
|
117K
$1.65M
|
|
|
Jan 16, 2026
Q4 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
96.5KNew |
$1.23M - $1.79M
|
96.5K
$1.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
547KNew |
$6.98M - $10.1M
|
547K
$7.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
505KNew |
$6.44M - $9.35M
|
505K
$7.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
22.3KNew |
$285K - $413K
|
22.3K
$313K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
26New |
$332 - $481
|
26
$365
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
19.4K+ 74.22% |
$248K - $359K
|
45.6K
$640K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.9KNew |
$152K - $220K
|
11.9K
$167K
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
26KNew |
$331K - $481K
|
26K
$365K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
36New |
$459 - $666
|
36
$505
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-492- 89.95% |
$6.27K - $9.11K
|
55
$772
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
16.5KNew |
$211K - $306K
|
16.5K
$232K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
26+ 173.33% |
$332 - $481
|
41
$575
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-294- 1.66% |
$3.75K - $5.44K
|
17.5K
$245K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-20.3K- 66.76% |
$259K - $376K
|
10.1K
$142K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
240New |
$3.06K - $4.44K
|
240
$3.37K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.24K+ 92.32% |
$15.8K - $22.9K
|
2.58K
$36.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
53+ 66.25% |
$676 - $981
|
133
$1.87K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$131K - $191K
|
10.3K
$145K
|
|
|
Jan 12, 2026
Q4 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
500+ 4.07% |
$6.38K - $9.26K
|
12.8K
$180K
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
67.9KNew |
$866K - $1.26M
|
67.9K
$953K
|
|
|
Jan 12, 2026
Q4 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1K+ 4.23% |
$12.8K - $18.5K
|
24.7K
$346K
|
|
|
Jan 12, 2026
Q4 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
CALL |
-2K- 4.75% |
$25.5K - $37K
|
40.1K
$563K
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
15.2KNew |
$193K - $281K
|
15.2K
$213K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-8K- 10.53% |
$102K - $148K
|
67.9K
$953K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-42K- 24.8% |
$536K - $778K
|
127K
$1.79M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
464K+ 384.83% |
$5.92M - $8.59M
|
585K
$8.21M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8+ 14.81% |
$102 - $148
|
62
$870
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-16.1K- 5.81% |
$206K - $298K
|
261K
$3.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
16.8KNew |
$214K - $310K
|
16.8K
$235K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.63K+ 7.9% |
$71.8K - $104K
|
76.9K
$1.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
81+ 9.75% |
$1.03K - $1.5K
|
912
$12.8K
|
|