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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,837
shares
|
$22,631
0.0% of portfolio
|
Q1 2025
Reduced 25.14%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,790
shares
|
$22,052
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
1,787
shares
|
$22,015
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,768
shares
|
$21,781
0.0% of portfolio
|
Q2 2025
Added 247.35%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,750
shares
|
$21,560
0.0% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
1,747
shares
|
$21,523
0.0% of portfolio
|
Q1 2025
Reduced 21.16%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
1,600
shares
|
$19,712
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,597
shares
|
$19,675
0.0% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,537
shares
|
$18,935
0.0% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,500
shares
|
$18,480
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Performa LTD (Us), LLC
|
May 09, 2025 Q1 2025 |
1,300
shares
|
$16,016
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,244
shares
|
$15,326
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,236
shares
|
$15,227
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,003
shares
|
$12,356
0.01% of portfolio
|
Q4 2023
Added 33333.33%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,000
shares
|
$12,320
0.01% of portfolio
|
Q2 2022
Reduced 0.4%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
950
shares
|
$11,704
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
895
shares
|
$11,026
0.0% of portfolio
|
Q4 2024
Reduced 30.89%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
879
shares
|
$10,829
0.0% of portfolio
|
Q1 2025
Reduced 69.94%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
853
shares
|
$10,508
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
851
shares
|
$10,484
0.0% of portfolio
|
Q1 2025
Reduced 19.03%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
842
shares
|
$10,373
0.0% of portfolio
|
Q1 2025
Reduced 17.61%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
819
shares
|
$10,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
816
shares
|
$10,053
0.0% of portfolio
|
Q1 2025
Added 334.04%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
801
shares
|
$9,868
0.0% of portfolio
|
Q2 2025
Added 452.41%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
756
shares
|
$9,313
0.0% of portfolio
|
Q1 2025
Added 9.09%
|