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 |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
632
shares
|
$7,786
0.0% of portfolio
|
Q1 2025
Added 57.61%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
606
shares
|
$7,465
0.0% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
600
shares
|
$7,392
0.0% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
587
shares
|
$7,231
0.0% of portfolio
|
Q3 2024
Reduced 97.81%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
561
shares
|
$6,911
0.0% of portfolio
|
Q2 2024
Reduced 56.34%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
561
shares
|
$6,911
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
541
shares
|
$6,665
0.0% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
510
shares
|
$6,283
0.0% of portfolio
|
Q2 2025
Added 507.14%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
500
shares
|
$6,160
0.0% of portfolio
|
Q2 2024
Reduced 42.99%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
500
shares
|
$6,160
0.0% of portfolio
|
Q2 2024
Reduced 46.41%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
485
shares
|
$5,975
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
481
shares
|
$5,925
0.0% of portfolio
|
Q4 2023
Reduced 65.14%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
461
shares
|
$5,679
0.0% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
448
shares
|
$5,519
0.0% of portfolio
|
Q3 2022
Added 44.05%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
440
shares
|
$5,420
0.0% of portfolio
|
Q1 2025
Reduced 47.62%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
435
shares
|
$5,359
0.0% of portfolio
|
Q1 2025
Reduced 96.1%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
421
shares
|
$5,186
0.0% of portfolio
|
Q3 2024
Reduced 68.2%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
360
shares
|
$4,435
0.0% of portfolio
|
Q3 2024
Added 260.0%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
340
shares
|
$4,188
0.0% of portfolio
|
Q1 2025
Added 209.09%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
340
shares
|
$4,188
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
297
shares
|
$3,659
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
262
shares
|
$3,227
0.0% of portfolio
|
Q4 2024
Added 24.76%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
259
shares
|
$3,190
0.0% of portfolio
|
Q1 2025
Added 64.97%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
258
shares
|
$3,178
0.0% of portfolio
|
Q1 2025
Added 222.5%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
250
shares
|
$3,080
0.0% of portfolio
|
Q1 2025
New holding
|