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 541 institutions that hold shares in the stock, with a total of 319 Million shares, which have been reported (via 13F filing form) to have a value of $4.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
36,930
shares
|
$464,948
2.6% of portfolio
|
Q1 2024
Added 2.97%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
35,161
shares
|
$442,676
0.0% of portfolio
|
Q1 2025
Added 65.85%
|
|
|
Scientech Research LLC
Jersey City, NJ |
May 15, 2025 Q1 2025 |
34,892
shares
|
$439,290
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
33,634
shares
|
$423,452
0.0% of portfolio
|
Q1 2025
Added 90.41%
|
|
|
Green Alpha Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
33,449
shares
|
$421,122
0.44% of portfolio
|
Q1 2025
Added 77.82%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
33,300
shares
|
$419,247
0.0% of portfolio
|
Q1 2025
Added 66.49%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
32,706
shares
|
$411,768
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
32,254
shares
|
$406,077
0.02% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
31,598
shares
|
$397,818
0.01% of portfolio
|
Q1 2025
Reduced 89.94%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
31,254
shares
|
$393,487
0.0% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
30,279
shares
|
$381,212
0.01% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
29,943
shares
|
$376,982
0.0% of portfolio
|
Q1 2025
Added 17.49%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
28,924
shares
|
$364,153
0.0% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
28,745
shares
|
$361,899
0.0% of portfolio
|
Q1 2025
Added 49.27%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
28,540
shares
|
$359,318
0.0% of portfolio
|
Q1 2025
Added 66.58%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
28,131
shares
|
$354,169
0.05% of portfolio
|
Q2 2025
Reduced 71.51%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
27,924
shares
|
$351,563
0.0% of portfolio
|
Q1 2025
Added 134.77%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
27,921
shares
|
$351,525
0.0% of portfolio
|
Q1 2025
Reduced 22.61%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
26,560
shares
|
$334,390
0.03% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
25,865
shares
|
$325,640
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
25,850
shares
|
$325,451
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
25,659
shares
|
$323,046
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
25,492
shares
|
$320,944
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
25,178
shares
|
$316,991
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
24,624
shares
|
$310,016
0.02% of portfolio
|
Q1 2025
New holding
|