Purchases and Sales Made in Q2 2025 in Ui Path, Inc. (PATH)
This table provides information about the institutional ownership of Ui Path, Inc. (PATH) during Q2 2025. The information is specifically focused on institutions that hold shares of UiPath, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
106K+ 85.3% |
$1.03M - $1.41M
|
229K
$2.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
25.5KNew |
$250K - $339K
|
25.5K
$314K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
21.5KNew |
$210K - $286K
|
21.5K
$265K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
21.1K+ 24.84% |
$206K - $280K
|
106K
$1.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
16.3KNew |
$159K - $216K
|
16.3K
$201K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
15.2KNew |
$149K - $203K
|
15.2K
$188K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
13.2KNew |
$129K - $176K
|
13.2K
$163K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
13KNew |
$128K - $173K
|
13K
$161K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12.6KNew |
$123K - $167K
|
12.6K
$155K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
11.3KNew |
$111K - $151K
|
11.3K
$140K
|
|
|
Jul 17, 2025
Q2 2025
|
Washington Capital Management Inc
|
BUY
|
- |
8K+ 19.05% |
$78.3K - $106K
|
50K
$617K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.51K+ 7.37% |
$54K - $73.4K
|
80.3K
$990K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4.86K+ 14.51% |
$47.5K - $64.6K
|
38.3K
$473K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.89K+ 320.37% |
$18.5K - $25.1K
|
2.48K
$30.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.52K+ 43.3% |
$14.8K - $20.2K
|
5.01K
$61.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.26K+ 247.35% |
$12.3K - $16.8K
|
1.77K
$21.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
969+ 47.97% |
$9.49K - $12.9K
|
2.99K
$36.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
950New |
$9.3K - $12.6K
|
950
$11.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
841+ 28.39% |
$8.23K - $11.2K
|
3.8K
$46.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
727+ 0.95% |
$7.12K - $9.68K
|
77.4K
$954K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
426+ 507.14% |
$4.17K - $5.67K
|
510
$6.29K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
86New |
$842 - $1.14K
|
86
$1.06K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
79New |
$773 - $1.05K
|
79
$974
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
53New |
$519 - $705
|
53
$653
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
48New |
$470 - $639
|
48
$592
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
26+ 0.11% |
$255 - $346
|
23K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14New |
$137 - $186
|
14
$173
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9New |
$88.1 - $120
|
9
$111
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-51- 0.32% |
$499 - $679
|
15.9K
$196K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-59- 0.54% |
$578 - $785
|
10.9K
$134K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-210- 0.38% |
$2.06K - $2.8K
|
55.5K
$685K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-343- 3.19% |
$3.36K - $4.57K
|
10.4K
$128K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.08K- 33.65% |
$10.6K - $14.3K
|
2.13K
$26.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.63K- 17.76% |
$16K - $21.7K
|
7.57K
$93.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.15K- 5.24% |
$30.9K - $42K
|
57K
$703K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-9.09K- 43.44% |
$89K - $121K
|
11.8K
$146K
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-46.8K- 66.01% |
$458K - $622K
|
24.1K
$297K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-57.6K- 19.59% |
$564K - $766K
|
236K
$2.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-64.4K- 32.16% |
$630K - $857K
|
136K
$1.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-70.6K- 71.51% |
$691K - $940K
|
28.1K
$347K
|