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Disclosery

PATH UIPATH INC

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CL A (common), issuer CIK 1734722

448 managers (457 13F filers) reported a position in PATH shares at 2025-06-30, 349,909,405 shares in all. 90 filers opened a position and 82 filers sold out during the quarter.

Managers
448
13F filers
457
New
90
Added
154
Reduced
143
Sold out
82
Shares held by filers
349,909,405

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Dogwood Wealth Management LLC175$2.31K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…192$2K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.150$1.92K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.136$1.74K<0.01%+2613F-HRTimeline
AMERIFLEX GROUP, INC.124$1.58K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…102$1.31K<0.01%new13F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC100$1.28K<0.01%013F-HRTimeline
Westside Investment Management, Inc.100$1.28K<0.01%013F-HRTimeline
Blue Trust, Inc.99$1.27K<0.01%-68013F-HRTimeline
CVA Family Office, LLC96$1.23K<0.01%+4713F-HRTimeline
Bell Investment Advisors, Inc96$1.23K<0.01%-16313F-HRTimeline
Medallion Wealth Advisors, LLC93$1.18K<0.01%+613F-HRTimeline
Physician Wealth Advisors, Inc.86$1.1K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC79$1.01K<0.01%new13F-HRTimeline
Hemington Wealth Management102$1K<0.01%+3513F-HRTimeline
TSFG, LLC67$1K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.64$820<0.01%+2413F-HRTimeline
Golden State Wealth Management, LLC62$794<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC60$768<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC53$678<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC50$640<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC50$640<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC50$640<0.01%013F-HRTimeline
West Branch Capital LLC50$630<0.01%013F-HRTimeline
Cromwell Holdings LLC48$614<0.01%new13F-HRTimeline
Financial Perspectives, Inc48$614<0.01%013F-HRTimeline
TFC Financial Management, Inc.38$487<0.01%-113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD28$358<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…27$342<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC25$320<0.01%-5013F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp20$256<0.01%-14813F-HRTimelineGroup
Mountain Hill Investment Partners Corp.20$256<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…18$230<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC17$218<0.01%013F-HRTimeline
WealthTrak Capital Management LLC15$192<0.01%-1013F-HRTimeline
SJS Investment Consulting Inc.14$180<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV14$179<0.01%+1013F-HRTimeline
IMA Advisory Services, Inc.13$166<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC12$154<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC9$116<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC9$115<0.01%new13F-HRTimeline
Activest Wealth Management9$115<0.01%-24113F-HRTimeline
DiNuzzo Private Wealth, Inc.8$103<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC5$64<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC2$25<0.01%new13F-HRTimeline
Truvestments Capital LLC1$18<0.01%new13F-HRTimeline
Kozak & Associates, Inc.0$4<0.01%013F-HRTimelineAmount 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.