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 542 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 |
|---|---|---|---|---|---|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
11,334
shares
|
$139,634
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
11,094
shares
|
$136,678
0.0% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
11,070
shares
|
$136,382
0.08% of portfolio
|
Q1 2025
Added 13.11%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
11,006
shares
|
$135,593
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
10,862
shares
|
$133,819
0.07% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
10,800
shares
|
$133,056
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caption Management, LLC
Oklahoma City, OK |
May 15, 2025 Q1 2025 |
10,800
shares
|
$133,056
0.0% of portfolio
|
Q1 2025
Reduced 64.0%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
10,507
shares
|
$129,446
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,438
shares
|
$128,596
0.0% of portfolio
|
Q1 2025
Added 61.18%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
10,409
shares
|
$128,238
0.02% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
10,233
shares
|
$126,070
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
10,001
shares
|
$123,212
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
10,000
shares
|
$123,200
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
9,838
shares
|
$121,204
0.0% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
9,260
shares
|
$114,083
0.0% of portfolio
|
Q1 2025
Reduced 95.35%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
9,238
shares
|
$113,812
0.07% of portfolio
|
Q1 2024
Reduced 83.52%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
9,032
shares
|
$111,274
0.0% of portfolio
|
Q2 2025
Reduced 29.77%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
8,000
shares
|
$98,560
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
7,568
shares
|
$93,237
0.0% of portfolio
|
Q2 2025
Reduced 17.76%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
6,966
shares
|
$85,821
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
6,670
shares
|
$82,174
0.0% of portfolio
|
Q4 2024
Reduced 41.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,851
shares
|
$72,084
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
5,671
shares
|
$69,866
0.0% of portfolio
|
Q1 2025
Reduced 14.98%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
5,449
shares
|
$67,131
0.02% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,330
shares
|
$65,665
0.01% of portfolio
|
Q1 2025
Added 187.95%
|