PATH · Company research
UiPath, Inc. (PATH): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableTechnology
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75 | 963000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Caption Management, LLC | 1706766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124800 | 1356576 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HighPoint Advisor Group LLC | 1616034 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56845 | 617908 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Ameritas Advisory Services, LLC | 1901275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22779 | 247611 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Keebeck Wealth Management | 1803675 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42000 | 456540 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Marex Group Ltd | 1997464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25000 | 271750 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | 1277890 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 110000 | 1195700 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Orion Porfolio Solutions, LLC | 1360533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10599 | 115208 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| QRG CAPITAL MANAGEMENT, INC. | 1996454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33866 | 368123 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13907 | 151169 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68 | 739 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| 111 Capital | 2060412 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50619 | 550229 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| TD Waterhouse Canada Inc. | 1999606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 779 | 8974 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| ALKEON CAPITAL MANAGEMENT LLC | 1230239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2611276 | 28384570 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 434547 | 4723527 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86 | 934 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| North Dakota State Investment Board | 2064039 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12058 | 131070 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| BRANDYWINE MANAGERS, LLC | 1135121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1009684 | 10975265 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Heron Bay Capital Management | 1842149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 143142 | 1555954 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 77 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Green Alpha Advisors, LLC | 1439207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28745 | 312458 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PICTON MAHONEY ASSET MANAGEMENT | 1539041 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 561 | 6098 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26885982 | 292250624 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 559766 | 6084656 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 799643 | 8692119 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61075 | 663885 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 87 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 290463 | 3157333 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1281 | 13924 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VestGen Advisors, LLC | 2050130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13872 | 150789 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1029004 | 11185227 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21525 | 233977 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OCCUDO QUANTITATIVE STRATEGIES LP | 1819697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19406 | 210943 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Campbell & CO Investment Adviser LLC | 1353570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 234283 | 2546656 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Arete Wealth Advisors, LLC | 1600151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19299 | 209780 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| M.E. ALLISON & CO., INC. | 1619532 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58080 | 631330 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 544 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10580 | 115005 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 158269 | 1720384 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GRIFFIN ASSET MANAGEMENT, INC. | 883803 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53811 | 584926 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Dogwood Wealth Management LLC | 2056922 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 175 | 1902 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53188 | 578154 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Redwood Investment Management, LLC | 1717479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108844 | 1183 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Bridgefront Capital, LLC | 1725690 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26753 | 290805 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Graham Capital Management, L.P. | 1315421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69636 | 756943 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1636736 | 17791320 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Alan B Lancz & Associates, Inc. | 1897835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29200 | 317404 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Convergence Investment Partners, LLC | 1456133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 206344 | 2242959 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16847 | 183127 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Purpose Unlimited Inc. | 2115120 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2524 | 27411 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DRW Securities, LLC | 1481986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32054 | 348426 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EFG International AG | 2109868 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 54350 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2264835 | 24618644 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Thrivent Financial for Lutherans | 314984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94840 | 1031 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Silverberg Bernstein Capital Management LLC | 2007880 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66840 | 726551 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Capricorn Fund Managers Ltd | 1901361 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 131000 | 1423970 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Voleon Capital Management LP | 1479847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155933 | 1694992 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7377561 | 80194088 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Hara Capital LLC | 2010015 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 900 | 9783 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 190 | 2065 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107575 | 1169340 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55296 | 601068 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22242 | 241771 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Almanack Investment Partners, LLC. | 1680613 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16354 | 177768 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 806300 | 8764481 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 588484 | 6396 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48 | 522 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 164 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20567 | 223562 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| J. Safra Sarasin Holding AG | 1890222 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 159340 | 1732540 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49 | 533 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| PRELUDE CAPITAL MANAGEMENT, LLC | 1387508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12036 | 130831 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pasadena Private Wealth, LLC | 1760578 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12950 | 140767 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Weiss Asset Management LP | 1357550 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 119902 | 1303335 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHP Wealth Management | 1807060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 102 | 1109 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Ahara Advisors LLC | 2116771 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16794 | 4297121 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Signature Equity Partners, LLC | 2109813 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 530 | 5761 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| SummitTX Capital, L.P. | 2052310 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 212546 | 2310375 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 488697 | 5312136 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Aigen Investment Management, LP | 1741224 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57730 | 627525 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.