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Disclosery

PATH UIPATH INC

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CL A (common), issuer CIK 1734722

438 managers (449 13F filers) reported a position in PATH shares at 2025-03-31, 315,918,912 shares in all. 74 filers opened a position and 88 filers sold out during the quarter.

Managers
438
13F filers
449
New
74
Added
161
Reduced
135
Sold out
88
Shares held by filers
315,918,912

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

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Brubaker Bradofficer (Chief Legal & Admin Officer)2026-10-12-27,404 S$13.6314Form 4
Malpani Raghavendraofficer (CPO & CTO)2026-10-09-29,564 S$13.5051Form 4

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Fortitude Family Office, LLC84$865<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…81$834<0.01%+4613F-HRTimelineGroup
Prestige Wealth Management Group LLC75$773<0.01%013F-HR/ATimeline
Cordant, Inc.72$742<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC62$639<0.01%013F-HR/ATimeline
HHM Wealth Advisors, LLC60$618<0.01%013F-HRTimeline
Hexagon Capital Partners LLC59$608<0.01%-8613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC50$515<0.01%-80013F-HRTimelineGroup
West Branch Capital LLC50$515<0.01%013F-HRTimeline
Millstone Evans Group, LLC50$515<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC50$515<0.01%013F-HRTimeline
CVA Family Office, LLC49$505<0.01%+713F-HRTimeline
Financial Perspectives, Inc48$494<0.01%013F-HRTimeline
Sachetta, LLC47$485<0.01%013F-HRTimeline
Hughes Financial Services, LLC41$431<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.40$412<0.01%+1313F-HRTimeline
TFC Financial Management, Inc.39$402<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC36$399<0.01%013F-HRTimeline
American Capital Advisory, LLC38$392<0.01%new13F-HRTimeline
Nemes Rush Group LLC36$371<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD28$288<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…27$283<0.01%new13F-HRTimelineGroup
WealthTrak Capital Management LLC25$258<0.01%+1513F-HRTimeline
TD Capital Management LLC24$247<0.01%new13F-HRTimeline
Mountain Hill Investment Partners Corp.20$206<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…18$185<0.01%-1,74013F-HRTimeline
ROTHSCHILD INVESTMENT LLC17$175<0.01%013F-HRTimeline
Global Financial Private Client, LLC16$165<0.01%+913F-HRTimeline
DiNuzzo Private Wealth, Inc.8$83<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC5$52<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4$41<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC3$31<0.01%013F-HRTimeline
Kozak & Associates, Inc.0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Hemington Wealth Management67$00%+1713F-HRTimelineValue filed as zero, left out of ratios.
Avion Wealth60$00%new13F-HRTimelineValue filed as zero, left out of ratios.
FJARDE AP-FONDEN /FOURTH SWEDISH NATION…33$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Compagnie Lombard Odier SCmA0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Brubaker Brad sold 27,404 PATH shares on 2026-10-12, Form 4 filed 2026-10-13. 0001543401-26-000008

    Accepted , ingested

  • Malpani Raghavendra sold 29,564 PATH shares on 2026-10-09, Form 4 filed 2026-10-13. 0002127293-26-000012

    Accepted , ingested