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 609 institutions that hold shares in the stock, with a total of 312 Million shares, which have been reported (via 13F filing form) to have a value of $4.37 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
|
|
|
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
|
Jan 12, 2026 Q4 2025 |
96
shares
|
$1,346
0.0% of portfolio
|
Q2 2025
Added 95.92%
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
90
shares
|
$1,262
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
86
shares
|
$1,206
0.0% of portfolio
|
Q4 2022
Added 43.33%
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
85
shares
|
$1,192
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
79
shares
|
$1,108
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
75
shares
|
$1,052
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
67
shares
|
$940
0.0% of portfolio
|
Q3 2024
Reduced 52.82%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
64
shares
|
$897
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
64
shares
|
$897
0.0% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
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%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
62
shares
|
$869
0.0% of portfolio
|
Q4 2025
Added 14.81%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
60
shares
|
$841
0.0% of portfolio
|
Q4 2024
Reduced 95.04%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
59
shares
|
$827
0.0% of portfolio
|
Q4 2025
Added 293.33%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
55
shares
|
$771
0.0% of portfolio
|
Q4 2025
Reduced 89.95%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 30, 2026 Q4 2025 |
52
shares
|
$729
0.0% of portfolio
|
Q4 2025
Reduced 5.45%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
52
shares
|
$729
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
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
50
shares
|
$701
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
50
shares
|
$701
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%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jan 20, 2026 Q4 2025 |
48
shares
|
$673
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 28, 2026 Q4 2025 |
48
shares
|
$673
0.0% of portfolio
|
Q4 2022
Reduced 28.36%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
47
shares
|
$659
0.0% of portfolio
|
Q3 2025
New holding
|
|