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Disclosery

PATH UIPATH INC

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CL A (common), issuer CIK 1734722

469 managers (476 13F filers) reported a position in PATH shares at 2025-09-30, 299,033,893 shares in all. 105 filers opened a position and 85 filers sold out during the quarter.

Managers
469
13F filers
476
New
105
Added
142
Reduced
158
Sold out
85
Shares held by filers
299,033,893

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …440$5.89K<0.01%new13F-HRTimelineGroup
Bayforest Capital Ltd418$5.59K<0.01%-3,72513F-HRTimeline
AdvisorNet Financial, Inc400$5.35K<0.01%-2,07613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC391$5.23K<0.01%+2013F-HRTimelineGroup
Hurley Capital, LLC380$5.08K<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC362$4.84K<0.01%new13F-HRTimeline
MCF Advisors LLC360$4.82K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.353$4.72K<0.01%-9813F-HRTimeline
Bogart Wealth, LLC302$4.04K<0.01%-4813F-HRTimeline
Bear Mountain Capital, Inc.214$3.49K<0.01%+1413F-HRTimeline
Sunbelt Securities, Inc.250$3.35K<0.01%-3,00413F-HRTimeline
Sachetta, LLC240$3.21K<0.01%013F-HRTimeline
Clearstead Trust, LLC226$3.02K<0.01%-1,53913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…192$3K<0.01%013F-HRTimeline
Marquette Asset Management, LLC212$2.84K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.200$2.68K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC192$2.57K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC175$2.34K<0.01%013F-HRTimeline
Hemington Wealth Management200$2K<0.01%+9813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.156$2K<0.01%-2,19413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PROATHLETE WEALTH MANAGEMENT LLC127$1.7K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.130$1.69K<0.01%-3,40013F-HRTimeline
Salomon & Ludwin, LLC120$1.55K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC102$1.36K<0.01%+4913F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…102$1.36K<0.01%013F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC100$1.34K<0.01%013F-HRTimeline
Blue Trust, Inc.99$1.32K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc96$1.28K<0.01%013F-HRTimeline
CVA Family Office, LLC96$1.28K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC93$1.24K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC80$1.07K<0.01%+7513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC79$1.06K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC79$1.06K<0.01%new13F-HRTimeline
TSFG, LLC67$1K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC64$856<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC62$830<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC60$803<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC57$763<0.01%new13F-HRTimeline
American Capital Advisory, LLC55$736<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC54$723<0.01%+4513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC50$669<0.01%013F-HRTimelineGroup
Caitlin John, LLC50$669<0.01%new13F-HRTimeline
Millstone Evans Group, LLC50$669<0.01%013F-HRTimeline
Cromwell Holdings LLC48$643<0.01%013F-HRTimeline
Financial Perspectives, Inc48$642<0.01%013F-HRTimeline
West Branch Capital LLC50$630<0.01%013F-HRTimeline
Bare Financial Services, Inc44$589<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.43$576<0.01%-2113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.40$535<0.01%-34113F-HRTimelineGroup
TFC Financial Management, Inc.38$509<0.01%013F-HRTimeline
Guerra Advisors Inc35$468<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD28$375<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…27$361<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC25$335<0.01%013F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp20$268<0.01%-20013F-HRTimelineGroup
Mountain Hill Investment Partners Corp.20$268<0.01%013F-HRTimeline
SJS Investment Consulting Inc.15$201<0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV14$187<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC13$173<0.01%+1113F-HRTimeline
DiNuzzo Private Wealth, Inc.15$167<0.01%+713F-HRTimeline
HFM Investment Advisors, LLC12$161<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC10$134<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC9$120<0.01%013F-HRTimeline
Activest Wealth Management9$120<0.01%013F-HRTimeline
Truvestments Capital LLC1$19<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…0$1<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Cloud Capital Management, LLC52$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Avion Wealth47$00%new13F-HRTimelineValue 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