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 |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
48
shares
|
$571
0.0% of portfolio
|
Q4 2022
Reduced 28.36%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
48
shares
|
$571
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
40
shares
|
$476
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
39
shares
|
$464
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
38
shares
|
$452
0.0% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
28
shares
|
$333
0.0% of portfolio
|
Q4 2024
Reduced 86.14%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
27
shares
|
$321
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
25
shares
|
$297
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
25
shares
|
$297
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
20
shares
|
$238
0.0% of portfolio
|
Q2 2025
Reduced 88.1%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
20
shares
|
$238
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
18
shares
|
$214
0.0% of portfolio
|
Q1 2025
Reduced 98.98%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
17
shares
|
$202
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
14
shares
|
$166
0.0% of portfolio
|
Q2 2025
Added 250.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
14
shares
|
$166
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
13
shares
|
$154
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
12
shares
|
$142
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
9
shares
|
$107
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
9
shares
|
$107
0.0% of portfolio
|
Q2 2025
Reduced 96.4%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
9
shares
|
$107
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
8
shares
|
$95
0.0% of portfolio
|
Q4 2024
Reduced 65.22%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5
shares
|
$59
0.0% of portfolio
|
Q4 2024
Reduced 81.48%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
5
shares
|
$59
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2
shares
|
$23
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
1
shares
|
$11
0.0% of portfolio
|
Q2 2025
New holding
|