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 |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
139
shares
|
$1,654
0.0% of portfolio
|
Q1 2022
Reduced 48.33%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
136
shares
|
$1,618
0.0% of portfolio
|
Q2 2025
Added 23.64%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
124
shares
|
$1,475
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
102
shares
|
$1,213
0.0% of portfolio
|
Q2 2025
Added 52.24%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
102
shares
|
$1,213
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
100
shares
|
$1,190
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$1,190
0.0% of portfolio
|
Q2 2022
Added 17.65%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
100
shares
|
$1,190
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
100
shares
|
$1,190
0.0% of portfolio
|
Q2 2024
Added 127.27%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
99
shares
|
$1,178
0.0% of portfolio
|
Q2 2025
Reduced 87.29%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
96
shares
|
$1,142
0.0% of portfolio
|
Q2 2025
Added 95.92%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
96
shares
|
$1,142
0.0% of portfolio
|
Q2 2025
Reduced 62.93%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
86
shares
|
$1,023
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
86
shares
|
$1,023
0.0% of portfolio
|
Q4 2022
Added 43.33%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
79
shares
|
$940
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
67
shares
|
$797
0.0% of portfolio
|
Q3 2024
Reduced 52.82%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
64
shares
|
$761
0.0% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
62
shares
|
$737
0.0% of portfolio
|
Q1 2025
Reduced 61.01%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
60
shares
|
$714
0.0% of portfolio
|
Q4 2024
Reduced 95.04%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
53
shares
|
$630
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
50
shares
|
$595
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
50
shares
|
$595
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
50
shares
|
$595
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
50
shares
|
$595
0.0% of portfolio
|
Q3 2022
Added 66.67%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
50
shares
|
$595
0.0% of portfolio
|
Q1 2025
Reduced 94.12%
|