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Disclosery

PATH UIPATH INC

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CL A (common), issuer CIK 1734722

455 managers (464 13F filers) reported a position in PATH shares at 2024-12-31, 306,673,521 shares in all. 77 filers opened a position and 54 filers sold out during the quarter.

Managers
455
13F filers
464
New
77
Added
138
Reduced
157
Sold out
54
Shares held by filers
306,673,521

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Hexagon Capital Partners LLC145$1.84K<0.01%+13413F-HRTimeline
Cape Investment Advisory, Inc.140$1.78K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.124$1.76K<0.01%13F-HRTimeline
TD Waterhouse Canada Inc.130$1.65K<0.01%+4013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.125$1.59K<0.01%-36313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.110$1.48K<0.01%-1,05613F-HRTimelineGroup
Decker Retirement Planning Inc.105$1.33K<0.01%13F-HRTimeline
Westside Investment Management, Inc.100$1.27K<0.01%013F-HRTimeline
Sound Income Strategies, LLC100$1.27K<0.01%-10013F-HRTimeline
Modus Advisors, LLC100$1.27K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.90$1.14K<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC87$1.1K<0.01%13F-HRTimeline
Fortitude Family Office, LLC84$1.07K<0.01%013F-HRTimeline
Larson Financial Group LLC80$1.02K<0.01%+4413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC94$1K<0.01%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC85$1K<0.01%013F-HRTimeline
TSFG, LLC67$1K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC75$954<0.01%-5013F-HR/ATimeline
Golden State Wealth Management, LLC62$788<0.01%13F-HRTimeline
HHM Wealth Advisors, LLC60$763<0.01%-1,15013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC60$763<0.01%new13F-HRTimeline
West Branch Capital LLC50$636<0.01%013F-HRTimeline
Caitlin John, LLC50$636<0.01%013F-HRTimeline
Wingate Wealth Advisors, Inc.50$636<0.01%13F-HRTimeline
Millstone Evans Group, LLC50$636<0.01%13F-HRTimeline
Parvin Asset Management, LLC50$636<0.01%13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC50$636<0.01%013F-HRTimeline
Financial Perspectives, Inc48$610<0.01%013F-HRTimeline
Sachetta, LLC47$598<0.01%013F-HRTimeline
CVA Family Office, LLC42$534<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC42$534<0.01%013F-HRTimeline
TFC Financial Management, Inc.39$496<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO37$470<0.01%new13F-HRTimelineGroup
Nemes Rush Group LLC36$458<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC36$458<0.01%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…35$445<0.01%new13F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD28$356<0.01%-17413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.27$344<0.01%-2313F-HRTimeline
ORG Partners LLC27$343<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC26$330<0.01%new13F-HRTimelineGroup
Mountain Hill Investment Partners Corp.20$254<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC17$216<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC14$178<0.01%-98613F-HRTimeline
WealthTrak Capital Management LLC10$128<0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.8$102<0.01%-1513F-HRTimeline
Global Financial Private Client, LLC7$89<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC5$64<0.01%-2213F-HRTimeline
Cassady Schiller Wealth Management, LLC5$64<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC3$39<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.2$26<0.01%-413F-HRTimeline
Kozak & Associates, Inc.0$4<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Hemington Wealth Management50$00%+2613F-HRTimelineValue filed as zero, left out of ratios.
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…33$00%-36713F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.