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 586 institutions that hold shares in the stock, with a total of 309 Million shares, which have been reported (via 13F filing form) to have a value of $4.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,086
shares
|
$15,236
0.0% of portfolio
|
Q3 2025
Reduced 75.09%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,003
shares
|
$14,072
0.01% of portfolio
|
Q4 2023
Added 33333.33%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,000
shares
|
$14,030
0.0% of portfolio
|
Q3 2025
Reduced 86.67%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,000
shares
|
$14,030
0.01% of portfolio
|
Q2 2022
Reduced 0.4%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
950
shares
|
$13,328
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
912
shares
|
$12,795
0.0% of portfolio
|
Q4 2025
Added 9.75%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
879
shares
|
$12,332
0.01% of portfolio
|
Q1 2025
Reduced 69.94%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
851
shares
|
$11,939
0.0% of portfolio
|
Q1 2025
Reduced 19.03%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
819
shares
|
$11,490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
809
shares
|
$11,350
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
803
shares
|
$11,266
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
801
shares
|
$11,238
0.0% of portfolio
|
Q2 2025
Added 452.41%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
800
shares
|
$11,224
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
724
shares
|
$10,157
0.0% of portfolio
|
Q3 2025
Reduced 15.12%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
705
shares
|
$9,891
0.0% of portfolio
|
Q4 2025
Reduced 17.54%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
700
shares
|
$9,821
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
693
shares
|
$9,722
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
680
shares
|
$9,540
0.0% of portfolio
|
Q4 2025
Added 586.87%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
602
shares
|
$8,446
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
600
shares
|
$8,418
0.0% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
561
shares
|
$7,870
0.0% of portfolio
|
Q2 2024
Reduced 56.34%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
550
shares
|
$7,716
0.0% of portfolio
|
Q3 2025
Reduced 68.57%
|
|
|
Performa LTD (Us), LLC
|
Nov 04, 2025 Q3 2025 |
550
shares
|
$7,716
0.0% of portfolio
|
Q3 2025
Reduced 21.43%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
541
shares
|
$7,590
0.0% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
536
shares
|
$7,520
0.0% of portfolio
|
Q2 2025
Reduced 11.55%
|
|