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 485 institutions that hold shares in the stock, with a total of 297 Million shares, which have been reported (via 13F filing form) to have a value of $3.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
197
shares
|
$2,535
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
192
shares
|
$2,471
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
191
shares
|
$2,458
0.0% of portfolio
|
Q3 2024
Reduced 77.89%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
162
shares
|
$2,084
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
140
shares
|
$1,801
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
139
shares
|
$1,788
0.0% of portfolio
|
Q1 2022
Reduced 48.33%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
125
shares
|
$1,608
0.0% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
107
shares
|
$1,377
0.0% of portfolio
|
Q3 2024
Reduced 53.48%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
100
shares
|
$1,287
0.0% of portfolio
|
Q2 2024
Added 127.27%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$1,287
0.0% of portfolio
|
Q2 2022
Added 17.65%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
100
shares
|
$1,287
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
96
shares
|
$1,235
0.0% of portfolio
|
Q3 2024
Added 317.39%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
92
shares
|
$1,184
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
90
shares
|
$1,158
0.0% of portfolio
|
Q3 2024
Reduced 35.71%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
86
shares
|
$1,106
0.0% of portfolio
|
Q4 2022
Added 43.33%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
85
shares
|
$1,093
0.0% of portfolio
|
Q3 2024
Added 49.12%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
84
shares
|
$1,081
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
67
shares
|
$862
0.0% of portfolio
|
Q3 2024
Reduced 52.82%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
50
shares
|
$643
0.0% of portfolio
|
Q3 2024
Reduced 93.61%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
50
shares
|
$643
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
50
shares
|
$643
0.0% of portfolio
|
Q3 2022
Added 66.67%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
50
shares
|
$643
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
48
shares
|
$617
0.0% of portfolio
|
Q4 2022
Reduced 28.36%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
47
shares
|
$604
0.0% of portfolio
|
Q3 2024
Reduced 77.62%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
42
shares
|
$540
0.0% of portfolio
|
Q2 2024
New holding
|