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 546 institutions that hold shares in the stock, with a total of 359 Million shares, which have been reported (via 13F filing form) to have a value of $4.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
38,431
shares
|
$457,328
0.02% of portfolio
|
Q2 2021
Reduced 98.39%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
38,323
shares
|
$456,043
0.0% of portfolio
|
Q2 2025
Added 14.51%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
38,298
shares
|
$455,746
0.0% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
36,930
shares
|
$439,467
2.6% of portfolio
|
Q1 2024
Added 2.97%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
36,621
shares
|
$435,789
0.01% of portfolio
|
Q2 2025
Reduced 50.27%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
35,477
shares
|
$422,176
0.02% of portfolio
|
Q2 2025
Added 37.16%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
34,726
shares
|
$413,239
0.01% of portfolio
|
Q2 2025
Reduced 29.75%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
34,029
shares
|
$404,945
0.0% of portfolio
|
Q2 2025
Added 90.06%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
31,907
shares
|
$379,693
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
31,737
shares
|
$377,670
0.0% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
31,735
shares
|
$377,646
0.02% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
31,581
shares
|
$375,813
0.0% of portfolio
|
Q2 2025
Reduced 94.89%
|
|
|
Green Alpha Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
30,647
shares
|
$364,699
0.45% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
28,994
shares
|
$345,028
0.01% of portfolio
|
Q2 2025
Added 531.4%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
28,862
shares
|
$343,457
0.0% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
28,571
shares
|
$339,994
0.0% of portfolio
|
Q2 2025
Added 164.55%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
28,131
shares
|
$334,758
0.05% of portfolio
|
Q2 2025
Reduced 71.51%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
27,146
shares
|
$323,037
0.08% of portfolio
|
Q2 2025
Added 53.12%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
26,980
shares
|
$321,062
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
26,560
shares
|
$316,064
0.03% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
26,275
shares
|
$312,672
0.01% of portfolio
|
Q2 2025
Added 51.52%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Aug 14, 2025 Q2 2025 |
26,094
shares
|
$310,518
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
26,006
shares
|
$309,471
0.0% of portfolio
|
Q2 2025
Reduced 17.7%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
25,963
shares
|
$308,959
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
25,659
shares
|
$305,342
0.0% of portfolio
|
Q1 2025
New holding
|