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 |
|---|---|---|---|---|---|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
14,738
shares
|
$185,551
0.88% of portfolio
|
Q3 2023
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
14,505
shares
|
$182,617
0.0% of portfolio
|
Q1 2025
Reduced 35.5%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,072
shares
|
$177,166
0.0% of portfolio
|
Q1 2025
Reduced 60.79%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
13,661
shares
|
$171,991
0.0% of portfolio
|
Q1 2025
Reduced 94.23%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
13,196
shares
|
$166,137
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
May 14, 2025 Q1 2025 |
13,115
shares
|
$165,117
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
13,025
shares
|
$163,984
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
12,861
shares
|
$161,919
0.0% of portfolio
|
Q1 2025
Reduced 42.48%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
12,786
shares
|
$160,975
0.14% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,691
shares
|
$159,779
0.01% of portfolio
|
Q4 2023
Added 4.95%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
12,574
shares
|
$158,306
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
12,242
shares
|
$154,126
0.0% of portfolio
|
Q1 2025
Added 1641.39%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
12,060
shares
|
$151,835
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
12,003
shares
|
$151,117
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
12,000
shares
|
$151,080
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
11,936
shares
|
$150,274
0.0% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
11,850
shares
|
$149,191
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
11,837
shares
|
$149,027
0.0% of portfolio
|
Q2 2025
Reduced 43.44%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
11,657
shares
|
$146,761
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
11,589
shares
|
$145,905
0.01% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
11,537
shares
|
$145,250
0.0% of portfolio
|
Q1 2025
Reduced 14.18%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
11,502
shares
|
$144,810
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
11,500
shares
|
$144,785
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
11,370
shares
|
$143,148
0.0% of portfolio
|
Q1 2025
Added 116.41%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
11,334
shares
|
$142,695
0.05% of portfolio
|
Q2 2025
New holding
|