Skip to content
Disclosery

PATH UIPATH INC

Follow

CL A (common), issuer CIK 1734722

523 managers (537 13F filers) reported a position in PATH shares at 2026-03-31, 314,757,800 shares in all. 105 filers opened a position and 111 filers sold out during the quarter.

Managers
523
13F filers
537
New
105
Added
200
Reduced
152
Sold out
111
Shares held by filers
314,757,800

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
State of Wyoming2,233$24.8K<0.01%-13,80113F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,188$24.3K<0.01%+36313F-HRTimeline
Innovative Asset Advisors Group, LLC2,146$23.8K0.01%13F-HRTimeline
Versant Capital Management, Inc2,043$22.7K<0.01%+1,13113F-HRTimeline
North Star Investment Management Corp.2,000$22.2K<0.01%+1,96213F-HRTimeline
FNY Investment Advisers, LLC2,000$22K0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,793$19.9K<0.01%-78613F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP1,714$19K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,500$17K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,402$15.6K<0.01%-9,98913F-HRTimeline
Sunbelt Securities, Inc.1,329$14.8K<0.01%+1,23713F-HRTimeline
Covestor Ltd1,213$13K0.01%-9,02113F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.1,098$12.2K<0.01%-5,94513F-HRTimelineGroup
Strive Financial Group ,LLC1,102$12K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,000$11.1K<0.01%013F-HRTimeline
Founders Capital Management1,000$11.1K0.01%new13F-HRTimeline
Larson Financial Group LLC948$10.5K<0.01%-7513F-HRTimeline
Capital Advisors, Ltd. LLC857$10K<0.01%+5613F-HRTimeline
Hara Capital LLC900$9.99K<0.01%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC879$9.76K<0.01%013F-HRTimeline
Signature Equity Partners, LLC827$9.18K<0.01%-9613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.809$8.98K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…800$8.88K<0.01%013F-HRTimeline
2UniFi Bank781$8.67K<0.01%+27913F-HRTimeline
Wealth Preservation Advisors, LLC719$7.98K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC689$7.65K<0.01%new13F-HRTimeline
Bangor Savings Bank655$7.27K<0.01%-5013F-HRTimeline
PRIVATE TRUST CO NA650$7.21K<0.01%-42013F-HRTimeline
Hurley Capital, LLC650$7.21K<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC612$6.79K<0.01%new13F-HRTimeline
Archer Investment Corp606$6.73K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.524$5.82K<0.01%-4013F-HRTimeline
NFSG Corp500$5.55K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC497$5.52K<0.01%-1113F-HRTimeline
MCF Advisors LLC494$5.48K<0.01%+13413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC469$5.21K<0.01%+4213F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC452$5K<0.01%new13F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …440$4.88K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC400$4.41K<0.01%013F-HRTimeline
Quent Capital, LLC386$4.29K<0.01%-15413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC386$4.29K<0.01%new13F-HRTimeline
Performa Ltd (US), LLC384$4.26K<0.01%+4013F-HRTimeline
Parkside Financial Bank & Trust383$4.25K<0.01%-6113F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…383$4.25K<0.01%new13F-HRTimeline
Bogart Wealth, LLC346$3.84K<0.01%+6213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…340$3.77K<0.01%new13F-HRTimelineGroup
Portus Wealth Advisors, LLC302$3.35K<0.01%new13F-HRTimeline
WHITTIER TRUST CO271$3.02K<0.01%-2,61913F-HRTimeline
Clearstead Trust, LLC263$2.92K<0.01%+3713F-HRTimeline
HHM Wealth Advisors, LLC260$2.89K<0.01%+20013F-HRTimeline
Root Financial Partners, LLC255$2.83K<0.01%-73813F-HRTimeline
Sachetta, LLC240$2.66K<0.01%013F-HRTimeline
Caitong International Asset Management …233$2.59K<0.01%-69,35113F-HRTimeline
Bear Mountain Capital, Inc.237$2.5K<0.01%+1313F-HRTimeline
Arax Advisory Partners239$2.44K<0.01%-2,95213F-HRTimeline
Red Tortoise LLC205$2.28K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.200$2.22K<0.01%new13F-HRTimeline
REAP Financial Group, LLC200$2.22K<0.01%-2,50313F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P197$2.19K<0.01%-2,61813F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.188$2.09K<0.01%+6013F-HRTimeline
True Wealth Design, LLC184$2.04K<0.01%-1,13013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC182$2.02K<0.01%013F-HRTimeline
CX Institutional139$2K<0.01%-7,79013F-HRTimeline
Cassaday & Co Wealth Management LLC176$1.95K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC175$1.94K<0.01%013F-HRTimeline
Noble Wealth Management PBC156$1.73K<0.01%-1,34413F-HRTimeline
AMERIFLEX GROUP, INC.146$1.62K<0.01%-18413F-HRTimeline
Wealth Enhancement Trust Services, Inc.142$1.58K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC129$1.43K<0.01%-3913F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC127$1.41K<0.01%013F-HRTimeline
SHP Wealth Management122$1.35K<0.01%-10013F-HRTimeline
Salomon & Ludwin, LLC120$1.35K<0.01%013F-HRTimeline
MidFirst Bank117$1.3K<0.01%new13F-HRTimeline
Plato Investment Management Ltd107$1.19K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC102$1.13K<0.01%-913F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…102$1.13K<0.01%013F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC100$1.11K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.100$1.11K<0.01%new13F-HRTimeline
Nemes Rush Group LLC100$1.11K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC98$1.09K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…97$1.08K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc96$1.07K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC93$1.03K<0.01%013F-HRTimeline
Mosley Wealth Management75$1K<0.01%new13F-HRTimeline
Avion Wealth137$1K<0.01%+9013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…87$965<0.01%-69213F-HRTimelineGroup
Keating Financial Advisory Services, In…86$955<0.01%+1513F-HRTimeline
Caitlin John, LLC82$911<0.01%+2513F-HRTimeline
Sankala Group LLC81$866<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP75$833<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC72$783<0.01%+4513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC70$777<0.01%new13F-HRTimeline
Cromwell Holdings LLC68$755<0.01%+2013F-HRTimeline
Kilter Group LLC63$700<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC61$677<0.01%+513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC50$555<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC50$555<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.48$533<0.01%+413F-HRTimeline
Financial Perspectives, Inc48$533<0.01%013F-HRTimeline
CVA Family Office, LLC47$522<0.01%-4913F-HRTimeline
Bare Financial Services, Inc43$477<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp41$456<0.01%new13F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD28$311<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…27$299<0.01%013F-HRTimelineGroup
Trust Co26$289<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC25$278<0.01%013F-HRTimeline
American Capital Advisory, LLC24$267<0.01%-2813F-HRTimeline
DiNuzzo Private Wealth, Inc.23$256<0.01%-1813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp20$222<0.01%-9413F-HRTimelineGroup
Mountain Hill Investment Partners Corp.20$222<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC20$222<0.01%13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…19$211<0.01%-11313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK18$200<0.01%-54613F-HRTimelineGroup
Triumph Capital Management12$133<0.01%-3013F-HRTimeline
Raleigh Capital Management Inc.12$133<0.01%-1,56213F-HRTimeline
Rialto Wealth Management, LLC11$123<0.01%-5113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10$111<0.01%-413F-HRTimeline
Dunhill Financial, LLC6$69<0.01%013F-HRTimeline
Hughes Financial Services, LLC6$67<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…3$34<0.01%new13F-HRTimeline
TFC Financial Management, Inc.2$23<0.01%-3613F-HRTimeline
Bay Harbor Wealth Management, LLC2$22<0.01%-1413F-HRTimeline
Measured Wealth Private Client Group, L…0$1<0.01%013F-HRTimelineAmount 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