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 586 institutions that hold shares in the stock, with a total of 309 Million shares, which have been reported (via 13F filing form) to have a value of $4.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
15,000
shares
|
$210,450
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
14,998
shares
|
$210,421
0.0% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
14,738
shares
|
$206,774
0.88% of portfolio
|
Q3 2023
New holding
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
14,483
shares
|
$203,196
0.0% of portfolio
|
Q3 2025
Reduced 49.31%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
14,469
shares
|
$203,000
0.0% of portfolio
|
Q3 2025
Reduced 93.63%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
14,435
shares
|
$202,523
0.0% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
14,260
shares
|
$200,067
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
14,225
shares
|
$199,576
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
14,125
shares
|
$198,173
0.0% of portfolio
|
Q3 2025
Reduced 20.44%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
13,958
shares
|
$195,830
0.01% of portfolio
|
Q3 2025
Reduced 67.42%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 10, 2025 Q3 2025 |
13,751
shares
|
$192,926
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
13,400
shares
|
$188,002
0.02% of portfolio
|
Q3 2025
Reduced 43.4%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
13,000
shares
|
$182,390
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
12,915
shares
|
$181,197
0.0% of portfolio
|
Q3 2025
Reduced 76.32%
|
|
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
Jan 12, 2026 Q4 2025 |
12,800
shares
|
$179,584
0.12% of portfolio
|
Q4 2025
Added 4.07%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
12,786
shares
|
$179,387
0.14% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,691
shares
|
$178,054
0.01% of portfolio
|
Q4 2023
Added 4.95%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Nov 13, 2025 Q3 2025 |
12,567
shares
|
$176,315
0.19% of portfolio
|
Q3 2025
Added 13.97%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
12,423
shares
|
$174,294
0.0% of portfolio
|
Q3 2025
Reduced 67.58%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
12,307
shares
|
$172,667
0.04% of portfolio
|
Q3 2025
Reduced 78.07%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
12,202
shares
|
$171,194
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
12,138
shares
|
$170,296
0.0% of portfolio
|
Q3 2025
Reduced 75.38%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2025 Q3 2025 |
12,125
shares
|
$170,113
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
12,094
shares
|
$169,678
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
12,060
shares
|
$169,201
0.01% of portfolio
|
Q2 2023
New holding
|
|