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 546 institutions that hold shares in the stock, with a total of 359 Million shares, which have been reported (via 13F filing form) to have a value of $4.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
1,600
shares
|
$19,040
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,587
shares
|
$18,885
0.0% of portfolio
|
Q2 2025
Reduced 87.04%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,500
shares
|
$17,850
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
1,318
shares
|
$15,684
0.0% of portfolio
|
Q2 2025
Reduced 26.25%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,244
shares
|
$14,803
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,236
shares
|
$14,708
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,054
shares
|
$12,542
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,003
shares
|
$11,935
0.01% of portfolio
|
Q4 2023
Added 33333.33%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,000
shares
|
$11,900
0.01% of portfolio
|
Q2 2022
Reduced 0.4%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
980
shares
|
$11,662
0.0% of portfolio
|
Q2 2025
Added 279.84%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
950
shares
|
$11,305
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
879
shares
|
$10,460
0.0% of portfolio
|
Q1 2025
Reduced 69.94%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
853
shares
|
$10,150
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
851
shares
|
$10,126
0.0% of portfolio
|
Q1 2025
Reduced 19.03%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
842
shares
|
$10,019
0.0% of portfolio
|
Q1 2025
Reduced 17.61%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
819
shares
|
$9,746
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
809
shares
|
$9,627
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
801
shares
|
$9,531
0.0% of portfolio
|
Q2 2025
Added 452.41%
|
|
|
Performa LTD (Us), LLC
|
Aug 11, 2025 Q2 2025 |
700
shares
|
$8,330
0.0% of portfolio
|
Q2 2025
Reduced 46.15%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
693
shares
|
$8,246
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
600
shares
|
$7,140
0.0% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
561
shares
|
$6,675
0.0% of portfolio
|
Q2 2024
Reduced 56.34%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
541
shares
|
$6,437
0.0% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
537
shares
|
$6,390
0.0% of portfolio
|
Q2 2025
Added 57.94%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
536
shares
|
$6,378
0.0% of portfolio
|
Q2 2025
Reduced 11.55%
|