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 |
|---|---|---|---|---|---|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
240
shares
|
$2,956
0.0% of portfolio
|
Q2 2025
Added 410.64%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
230
shares
|
$2,833
0.0% of portfolio
|
Q1 2025
Reduced 92.93%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
219
shares
|
$2,698
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
200
shares
|
$2,464
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
200
shares
|
$2,464
0.0% of portfolio
|
Q1 2025
Added 90.48%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
200
shares
|
$2,464
0.0% of portfolio
|
Q4 2024
Reduced 82.22%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
200
shares
|
$2,464
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
200
shares
|
$2,464
0.0% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
200
shares
|
$2,464
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
200
shares
|
$2,464
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
196
shares
|
$2,414
0.0% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
192
shares
|
$2,365
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
175
shares
|
$2,156
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
168
shares
|
$2,069
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
150
shares
|
$1,848
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
139
shares
|
$1,712
0.0% of portfolio
|
Q1 2022
Reduced 48.33%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
124
shares
|
$1,527
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
110
shares
|
$1,355
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
102
shares
|
$1,256
0.0% of portfolio
|
Q2 2025
Added 52.24%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
100
shares
|
$1,232
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$1,232
0.0% of portfolio
|
Q2 2022
Added 17.65%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$1,232
0.0% of portfolio
|
Q2 2024
Added 127.27%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
100
shares
|
$1,232
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
99
shares
|
$1,219
0.0% of portfolio
|
Q2 2025
Reduced 87.29%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
90
shares
|
$1,108
0.0% of portfolio
|
Q4 2024
New holding
|