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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
510
shares
|
$6,069
0.0% of portfolio
|
Q2 2025
Added 507.14%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
508
shares
|
$6,045
0.0% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
500
shares
|
$5,950
0.0% of portfolio
|
Q2 2024
Reduced 42.99%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
500
shares
|
$5,950
0.0% of portfolio
|
Q2 2024
Reduced 46.41%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
500
shares
|
$5,950
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
481
shares
|
$5,723
0.0% of portfolio
|
Q4 2023
Reduced 65.14%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
468
shares
|
$5,569
0.0% of portfolio
|
Q2 2025
Added 113.7%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
451
shares
|
$5,366
0.0% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
449
shares
|
$5,343
0.0% of portfolio
|
Q2 2025
Reduced 40.61%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
448
shares
|
$5,331
0.0% of portfolio
|
Q3 2022
Added 44.05%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
440
shares
|
$5,236
0.0% of portfolio
|
Q1 2025
Reduced 47.62%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
421
shares
|
$5,009
0.0% of portfolio
|
Q3 2024
Reduced 68.2%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
371
shares
|
$4,414
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
360
shares
|
$4,284
0.0% of portfolio
|
Q3 2024
Added 260.0%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
350
shares
|
$4,165
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
340
shares
|
$4,046
0.0% of portfolio
|
Q1 2025
Added 209.09%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
262
shares
|
$3,117
0.0% of portfolio
|
Q4 2024
Added 24.76%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
240
shares
|
$2,856
0.0% of portfolio
|
Q2 2025
Added 410.64%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
220
shares
|
$2,618
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
200
shares
|
$2,380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
200
shares
|
$2,380
0.0% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
192
shares
|
$2,284
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
192
shares
|
$2,284
0.0% of portfolio
|
Q2 2025
Reduced 35.35%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
175
shares
|
$2,082
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
150
shares
|
$1,785
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|