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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
86
shares
|
$1,059
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
86
shares
|
$1,059
0.0% of portfolio
|
Q4 2022
Added 43.33%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
79
shares
|
$973
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
75
shares
|
$924
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
67
shares
|
$825
0.0% of portfolio
|
Q1 2025
Added 34.0%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
67
shares
|
$825
0.0% of portfolio
|
Q3 2024
Reduced 52.82%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
62
shares
|
$763
0.0% of portfolio
|
Q1 2025
Reduced 61.01%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
60
shares
|
$739
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
60
shares
|
$739
0.0% of portfolio
|
Q4 2024
Reduced 95.04%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
59
shares
|
$726
0.0% of portfolio
|
Q1 2025
Reduced 59.31%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
53
shares
|
$652
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
50
shares
|
$616
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
50
shares
|
$616
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
50
shares
|
$616
0.0% of portfolio
|
Q3 2022
Added 66.67%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
50
shares
|
$616
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
50
shares
|
$616
0.0% of portfolio
|
Q1 2025
Reduced 94.12%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
49
shares
|
$603
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
48
shares
|
$591
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
48
shares
|
$591
0.0% of portfolio
|
Q4 2022
Reduced 28.36%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
41
shares
|
$505
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
40
shares
|
$492
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
40
shares
|
$492
0.0% of portfolio
|
Q1 2025
Added 48.15%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
39
shares
|
$480
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
39
shares
|
$480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
38
shares
|
$468
0.0% of portfolio
|
Q1 2025
New holding
|