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 578 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $4.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
100
shares
|
$1,403
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
99
shares
|
$1,388
0.0% of portfolio
|
Q2 2025
Reduced 87.29%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
96
shares
|
$1,346
0.0% of portfolio
|
Q2 2025
Reduced 62.93%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
96
shares
|
$1,346
0.0% of portfolio
|
Q2 2025
Added 95.92%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
86
shares
|
$1,206
0.0% of portfolio
|
Q4 2022
Added 43.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
80
shares
|
$1,122
0.0% of portfolio
|
Q3 2025
Added 1500.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
79
shares
|
$1,108
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
67
shares
|
$940
0.0% of portfolio
|
Q3 2024
Reduced 52.82%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
64
shares
|
$897
0.0% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
64
shares
|
$897
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
62
shares
|
$869
0.0% of portfolio
|
Q1 2025
Reduced 61.01%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
60
shares
|
$841
0.0% of portfolio
|
Q4 2024
Reduced 95.04%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
55
shares
|
$771
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
54
shares
|
$757
0.0% of portfolio
|
Q3 2025
Added 500.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
52
shares
|
$729
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
50
shares
|
$701
0.0% of portfolio
|
Q1 2025
Reduced 94.12%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
50
shares
|
$701
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
50
shares
|
$701
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
50
shares
|
$701
0.0% of portfolio
|
Q3 2022
Added 66.67%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
50
shares
|
$701
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
48
shares
|
$673
0.0% of portfolio
|
Q4 2022
Reduced 28.36%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
48
shares
|
$673
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
47
shares
|
$659
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
44
shares
|
$617
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
40
shares
|
$561
0.0% of portfolio
|
Q3 2024
New holding
|
|