Uipath Inc. Class APATH

13F holders, Q2 2025 (June 30)
454holders +8
89new positions
81sold out
8famous investors
$12.80avg. 13F price*

At the end of Q2 2025, 454 institutions reported holding Uipath Inc. Class A (PATH) in their 13F filings, up 8 from Q1 2025. 89 opened new positions and 81 sold out. The largest holders were Vanguard Group Inc. ($584.2M), UBS Group AG ($470.7M) and BlackRock, Inc. ($300.4M). 8 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).

Company
Uipath Inc. Class A
CUSIP
90364P105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 513Q1 2024Q2 2024: 478Q2 2024Q3 2024: 420Q3 2024Q4 2024: 460Q4 2024Q1 2025: 446Q1 2025Q2 2025: 454Q2 2025Q3 2025: 473Q3 2025Q4 2025: 539Q4 2025Q1 2026: 536Q1 2026Q2 2026: 529Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions89$286.5M
Exits81$145.5M

All 13F filers, Q1 2025 → Q2 2025: 103,042,044 shares bought and 68,187,295 shares sold, net +34,854,749 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 454 holders

Vanguard Group Inc. 0.01% Reduce -5.0% 45,644,450 $584.2M
UBS Group AG 0.10% Add +438.7% 36,777,224 $470.7M
BlackRock, Inc. 0.01% Reduce -9.2% 23,468,400 $300.4M
Tetragon Partners GP Ltd 49.62% Add +53.3% 13,722,244 $175.6M
AQR Capital Management 0.12% Add +76.0% 11,407,569 $145.7M
Bank of America Corp. 0.01% Reduce -61.2% 10,357,633 $132.6M
Senvest Management, LLC 4.25% Reduce -18.2% 9,892,856 $126.6M
D. E. Shaw & Co. 0.11% Add +81.2% 8,358,206 $107.0M
Federated Hermes, Inc. 0.19% Add +40.7% 8,048,321 $103.0M
State Street Corp. 0.00% Add +5.0% 8,032,345 $102.8M
Hudson Bay Capital Management LP 0.76% New 8,012,400 $102.6M
Alphabet Inc. 4.22% No change 7,034,337 $90.0M
Geode Capital Management, LLC 0.01% Reduce -5.2% 7,002,382 $89.6M
Acadian Asset Management LLC 0.17% Add +51.7% 6,432,985 $82.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.15% Add +0.8% 6,183,619 $79.1M
Voloridge Investment Management, LLC 0.28% Add +31.3% 6,012,543 $77.0M
Morgan Stanley 0.00% Add +8.5% 5,437,786 $69.6M
Norges Bank 0.01% Add +39.6% 5,347,723 $68.5M
Dimensional Fund Advisors LP 0.01% Add +35.9% 4,856,440 $62.2M
Nomura Holdings Inc. 0.48% New 4,653,172 $59.6M
Macquarie Group Ltd. 0.07% New 4,604,227 $58.9M
Citigroup Inc. 0.04% Add +1161.3% 4,353,267 $55.7M
Alkeon Capital Management LLC 0.25% No change 4,061,276 $52.0M
Canada Pension Plan Investment Board 0.04% Add +122.3% 4,021,200 $51.5M
Jacobs Levy Equity Management, Inc. 0.19% Reduce -27.9% 3,716,188 $47.6M
National Bank of Canada 0.05% Add +51579.6% 3,600,000 $46.1M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.1% 2,933,553 $37.5M
Amundi 0.01% Add +328.0% 2,876,770 $37.0M
JPMorgan Chase & Co. 0.00% Add +98.8% 2,852,410 $36.5M
Neuberger Berman Group LLC 0.02% Add +0.6% 2,495,934 $31.9M
Jane Street Group, LLC 0.05% Add +207.2% 2,467,026 $31.6M
Bridgewater Associates 0.12% Add +2.5% 2,398,268 $30.7M
Arrowstreet Capital, Limited Partnership 0.02% Add +1423.9% 2,350,063 $30.1M
Coatue Management 0.08% Reduce -6.8% 2,269,557 $29.1M
Bank of New York Mellon Corp 0.01% Reduce -1.5% 2,234,780 $28.6M
Northern Trust Corp. 0.00% Reduce -4.7% 2,187,766 $28.0M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Add +715.3% 2,000,000 $25.6M
Ieq Capital, LLC 0.16% Add +10.7% 1,992,714 $25.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +24.8% 1,844,430 $23.6M
CANADA LIFE ASSURANCE Co 0.04% Add +0.8% 1,732,925 $22.2M
Millennium Management 0.02% Add +91.4% 1,632,660 $20.9M
Deutsche Bank AG 0.01% Reduce -3.4% 1,508,611 $19.3M
Russell Investments Group, Ltd. 0.02% Add +7.3% 1,445,644 $18.4M
Goldman Sachs Group Inc. 0.00% Reduce -0.4% 1,326,192 $17.0M
ING Groep NV 0.10% New 1,300,000 $16.6M
StepStone Group LP 32.65% No change 1,286,527 $16.5M
Two Sigma Investments, LP 0.03% Reduce -61.1% 1,209,764 $15.5M
Man Group plc 0.03% Add +492.5% 1,128,402 $14.4M
Natixis 0.07% New 1,120,365 $14.3M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -86.2% 1,112,640 $14.2M
Amova Asset Management Americas, Inc. 0.14% Reduce -85.6% 1,112,640 $14.2M
BW Gestao de Investimentos Ltda. 1.33% Add +2.3% 1,092,150 $14.0M
Brandywine Managers, LLC 12.84% No change 1,009,684 $12.9M
Citadel Advisors 0.01% Add +19.6% 953,761 $12.2M
Royal Bank of Canada 0.00% Add +563.8% 934,458 $12.0M
BNP Paribas Financial Markets 0.01% Add +244.1% 923,790 $11.8M
Wells Fargo & Company 0.00% Add +59.9% 916,188 $11.7M
Jupiter Asset Management Ltd. 0.10% Add +544.3% 916,061 $11.7M
Glenmede Investment Management, LP 0.06% — 851,764 $10.9M
Swiss National Bank 0.01% No change 814,600 $10.4M
Nuveen, LLC 0.00% Reduce -23.3% 781,907 $10.0M
Tudor Investment Corporation 0.07% Reduce -46.6% 724,322 $9.3M
Two Sigma Advisers, LP 0.02% Reduce -74.4% 723,500 $9.3M
California Public Employees Retirement System 0.01% Add +37.3% 723,466 $9.3M
Bank of Nova Scotia 0.02% Add +84.5% 700,000 $9.0M
Armistice Capital, LLC 0.34% Reduce -61.5% 692,000 $8.9M
Susquehanna International Group, LLP 0.01% Reduce -19.1% 648,840 $8.3M
Legal & General Group Plc 0.00% Add +0.4% 636,879 $8.2M
Madrona Venture Group, LLC 61.64% No change 607,673 $7.8M
D.A. Davidson & Co. 0.05% Add +0.1% 607,616 $7.8M
First Trust Advisors LP 0.01% Reduce -21.0% 598,133 $7.7M
Edgestream Partners, L.P. 0.21% Reduce -27.7% 580,104 $7.4M
Pinebridge Investments, L.P. 0.06% Reduce -16.7% 561,091 $7.2M
180 Wealth Advisors, LLC 0.95% Reduce -3.0% 533,525 $6.8M
ExodusPoint Capital Management, LP 0.08% Add +304.4% 514,085 $6.6M
Invesco Ltd. 0.00% Add +11.1% 505,220 $6.5M
Ameriprise Financial Inc. 0.00% Reduce -7.0% 485,734 $6.2M
Candriam S.C.A. 0.04% Reduce -72.9% 484,677 $6.2M
Walleye Capital LLC 0.06% Add +47.1% 481,802 $6.2M
Sei Investments Co. 0.01% Add +37.1% 461,664 $5.9M
Stifel Financial Corp. 0.01% Add +4.5% 433,067 $5.5M
Circumference Group LLC 5.31% Reduce -11.1% 400,000 $5.1M
California State Teachers Retirement System 0.01% Add +0.1% 390,151 $5.0M
Rhumbline Advisers 0.00% Reduce -20.4% 377,233 $4.8M
Fieldview Capital Management, LLC 0.70% Reduce -28.5% 359,760 $4.6M
Brevan Howard Capital Management LP 0.05% New 358,446 $4.6M
Gotham Asset Management 0.03% Add +115.9% 354,745 $4.5M
Keybank National Association 0.02% Reduce -12.8% 350,357 $4.5M
Verition Fund Management LLC 0.03% Add +29.6% 335,270 $4.3M
AXA S.A. 0.01% Add +25.5% 333,880 $4.3M
T. Rowe Price Associates Inc. 0.00% Add +5.0% 326,001 $4.2M
State Board of Administration of Florida Retirement System 0.01% Add +0.4% 313,946 $4.0M
Cwm, LLC 0.01% Add +96.2% 312,073 $4.0M
Cerity Partners LLC 0.01% Add +27.3% 309,234 $4.0M
Nordea Investment Management AB 0.00% Reduce -2.7% 287,681 $3.7M
Raymond James Financial Inc. 0.00% Reduce -60.3% 272,434 $3.5M
Federation des caisses Desjardins du Quebec 0.02% Add +2.5% 271,556 $3.5M
Optimus Prime Fund Management Co., Ltd. 0.35% Add +6.0% 270,000 $3.5M
HRT Financial LP 0.02% Reduce -13.8% 269,260 $3.4M
Y-Intercept (Hong Kong) Ltd 0.08% New 264,965 $3.4M
Mackenzie Financial Corp. 0.00% Reduce -24.9% 257,705 $3.3M
Twin Tree Management, LP 0.08% Reduce -60.9% 250,387 $3.2M
Algert Global LLC 0.07% Reduce -32.5% 246,715 $3.2M
Squarepoint Ops LLC 0.01% Add +121.8% 240,678 $3.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +85.3% 229,471 $3.0M
Assenagon Asset Management S.A. 0.00% Reduce -19.6% 236,350 $3.0M
Capital Fund Management S.A. 0.03% Reduce -73.1% 235,631 $3.0M
LPL Financial LLC 0.00% Add +12.3% 230,398 $2.9M
Graphene Investments SAS 1.80% Reduce -13.3% 215,200 $2.8M
Engineers Gate Manager LP 0.03% Reduce -39.1% 213,067 $2.7M
Barclays PLC 0.00% Reduce -2.4% 206,261 $2.6M
Treasurer of the State of North Carolina 0.01% Add +4.2% 203,467 $2.6M
New York State Common Retirement Fund 0.00% No change 200,837 $2.6M
Sapphire Ventures, L.P. 2.83% No change 200,000 $2.6M
Franklin Resources Inc. 0.00% Reduce -29.8% 199,636 $2.6M
Quadrature Capital Ltd 0.04% Add +180.6% 193,321 $2.5M
Crossmark Global Holdings, Inc. 0.04% New 187,444 $2.4M
Sirios Capital Management L P 0.33% Reduce -26.6% 176,935 $2.3M
Janus Henderson Group PLC 0.00% Reduce -9.8% 175,800 $2.2M
Alliancebernstein L.P. 0.00% Reduce -40.9% 171,258 $2.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +4.0% 165,466 $2.1M
Police & Firemen's Retirement System of New Jersey 0.02% Add +4.9% 164,651 $2.1M
RFG Advisory, LLC 0.05% Add +11.3% 163,870 $2.1M
HERALD INVESTMENT MANAGEMENT Ltd 0.31% No change 161,280 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -5.1% 155,041 $2.0M
Globeflex Capital L P 0.16% No change 153,190 $2.0M
FMR LLC 0.00% Reduce -60.2% 153,181 $2.0M
Neo Ivy Capital Management 0.61% Reduce -32.0% 148,369 $1.9M
Bayesian Capital Management, LP 0.29% Add +120.6% 144,500 $1.8M
Jain Global LLC 0.03% Add +901.8% 140,966 $1.8M
Ensign Peak Advisors, Inc 0.00% Reduce -29.8% 140,178 $1.8M
Public Employees Retirement System of Ohio 0.01% Reduce -32.2% 135,796 $1.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -0.1% 135,763 $1.7M
Stanley-Laman Group, Ltd. 0.25% Reduce -82.0% 132,910 $1.7M
Danske Bank A/S 0.00% Reduce -15.6% 125,139 $1.6M
Osaic Holdings, Inc. 0.00% Reduce -27.2% 125,041 $1.6M
Walleye Trading LLC 0.04% Add +41.6% 124,563 $1.6M
Arizona State Retirement System 0.01% Add +3.2% 124,510 $1.6M
Rockefeller Capital Management L.P. 0.00% Add +0.8% 123,329 $1.6M
SoundView Advisors Inc. 0.57% Add +35.0% 120,649 $1.5M
State of Wisconsin Investment Board 0.00% Reduce -10.6% 119,566 $1.5M
Bridgefront Capital, LLC 0.40% New 117,138 $1.5M
Mariner, LLC 0.00% Add +184.9% 116,565 $1.5M
Summit Trail Advisors, LLC 0.03% Reduce -34.4% 116,189 $1.5M
Dynamic Technology Lab Private Ltd 0.20% New 115,813 $1.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -0.4% 110,700 $1.4M
American Century Companies Inc. 0.00% Reduce -12.6% 107,735 $1.4M
Pallas Capital Advisors LLC 0.05% Add +24.8% 105,834 $1.4M
Handelsbanken Fonder AB 0.00% No change 103,700 $1.3M
Washington Harbour Partners LP 3.76% Reduce -29.6% 99,293 $1.3M
Wakefield Asset Management LLLP 0.35% Add +15.6% 98,536 $1.3M
IMC-Chicago, LLC 0.03% Reduce -13.9% 95,605 $1.2M
Sciencast Management LP 0.25% New 95,475 $1.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -20.4% 94,056 $1.2M
Captrust Financial Advisors 0.00% Add +106.4% 92,746 $1.2M
KLP Kapitalforvaltning As 0.00% Add +10.9% 88,600 $1.1M
Envestnet Asset Management Inc. 0.00% Reduce -17.6% 88,218 $1.1M
SG Americas Securities, LLC 0.01% Add +534.7% 86,708 $1.1M
STRS Ohio 0.00% New 85,617 $1.1M
Fort Washington Investment Advisors Inc. 0.01% No change 85,290 $1.1M
Teacher Retirement System of Texas 0.00% Add +6.1% 83,275 $1.1M
Chase Investment Counsel Corp. 0.33% New 81,219 $1.0M
Oak Thistle LLC 0.15% New 80,964 $1.0M
Creative Planning 0.00% Add +11.7% 80,623 $1.0M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +7.4% 80,324 $1.0M
Group One Trading LLC 0.03% Add +8.2% 79,452 $1.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -4.5% 79,126 $1.0M
Parallel Advisors, LLC 0.02% Add +0.9% 77,363 $990K
Skandinaviska Enskilda Banken AB (publ) 0.00% No change 76,514 $979K
Simplex Trading, LLC 0.03% Add +51.9% 75,673 $968K
Merit Financial Group, LLC 0.01% Add +16.4% 75,232 $963K
Smith Group Asset Management, LLC 0.06% Reduce -2.2% 74,290 $951K
Martingale Asset Management L P 0.02% New 74,227 $950K
Elo Mutual Pension Insurance Co 0.02% Reduce -7.7% 72,984 $934K
Commonwealth Equity Services, LLC 0.00% Reduce -18.8% 72,483 $928K
Cetera Investment Advisers 0.00% Reduce -4.3% 71,451 $915K
Advisors Asset Management, Inc. 0.02% Add +2.3% 71,029 $909K
JT Stratford LLC 0.14% Add +11.1% 70,424 $901K
Inspire Investing, LLC 0.10% New 69,597 $891K
Bank Hapoalim BM 0.13% Reduce -12.8% 68,963 $883K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -7.4% 67,204 $860K
Bokf, NA 0.01% Reduce -48.1% 66,727 $854K
Pictet Asset Management Holding SA 0.00% Reduce -1.4% 66,218 $847K
Campbell & CO Investment Adviser LLC 0.05% New 65,825 $843K
Guggenheim Capital LLC 0.01% Add +80.8% 63,580 $814K
Aigen Investment Management, LP 0.11% New 61,272 $784K
Centiva Capital, LP 0.05% New 61,118 $782K
Hillsdale Investment Management Inc. 0.03% New 59,900 $767K
Mercer Global Advisors Inc. 0.00% Add +106.8% 59,447 $761K
Wolverine Trading, LLC 0.02% Add +9.7% 57,950 $738K
Focus Partners Wealth 0.00% Add +31.6% 57,613 $737K
Strategic Advocates LLC 0.22% Reduce -5.2% 57,037 $730K
Quantinno Capital Management LP 0.00% Add +67.4% 56,300 $721K
Inceptionr LLC 0.17% New 56,120 $718K
Diversified Trust Co. 0.02% Reduce -0.4% 55,544 $711K
Focus Partners Advisor Solutions, LLC 0.01% Add +135.6% 54,905 $703K
Brighton Jones LLC 0.02% New 54,539 $698K
Kestra Investment Management, LLC 0.02% Add +23.8% 54,438 $697K
Bank of Montreal 0.00% Reduce -56.6% 52,984 $678K
Nebula Research & Development LLC 0.06% Add +6.0% 52,901 $677K
MRP Capital Investments, LLC 0.47% Add +560.0% 52,800 $676K
Equitable Holdings, Inc. 0.01% Reduce -29.7% 51,213 $656K
Washington Capital Management, Inc. 0.48% Add +19.1% 50,000 $640K
Voya Investment Management LLC 0.00% Reduce -75.8% 48,662 $623K
Victory Capital Management Inc. 0.00% Reduce -71.6% 48,621 $622K
HighTower Advisors, LLC 0.00% Add +3.9% 46,497 $595K
DekaBank Deutsche Girozentrale 0.00% Add +23.1% 46,226 $592K
Pathstone Holdings, LLC 0.00% Reduce -80.8% 45,816 $586K
Advisory Services Network, LLC 0.01% Reduce -6.7% 49,310 $579K
New York Life Investment Management LLC 0.01% Reduce -0.6% 45,156 $578K
Integrated Wealth Concepts LLC 0.01% New 44,603 $571K
Public Employees Retirement Association of Colorado 0.00% No change 44,023 $563K
AlphaQuest LLC 0.05% Add +863.9% 42,847 $548K
Vinva Investment Management Ltd 0.01% Add +51.5% 26,275 $512K
Fox Run Management, L.L.C. 0.08% New 39,525 $506K
Leonteq Securities AG 0.03% Reduce -16.3% 38,854 $497K
Truist Financial Corp. 0.00% Add +14.5% 38,323 $491K
Kestra Private Wealth Services, LLC 0.01% Reduce -50.3% 36,621 $469K
Spire Wealth Management 0.02% Add +37.2% 35,477 $454K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -29.8% 34,726 $444K
Prudential Financial Inc. 0.00% Add +90.1% 34,029 $436K
DRW Securities, LLC 0.03% New 31,907 $408K
Wealthfront Advisers LLC 0.00% Add +1.6% 31,737 $406K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -1.6% 31,735 $406K
Marshall Wace, LLP 0.00% Reduce -94.9% 31,581 $404K
Green Alpha Advisors, LLC 0.37% Reduce -8.4% 30,647 $392K
Sterling Capital Management LLC 0.01% Add +531.4% 28,994 $371K
Orion Porfolio Solutions, LLC 0.00% Add +12.5% 28,862 $369K
Empowered Funds, LLC 0.00% Add +164.6% 28,571 $366K
Archford Capital Strategies, LLC 0.05% Reduce -71.5% 28,131 $360K
Perbak Capital Partners LLP 0.08% Add +53.1% 27,146 $347K
Cibc World Market Inc. 0.00% New 26,980 $345K
Corient Private Wealth LP 0.00% Reduce -6.6% 26,655 $341K
Titleist Asset Management, LLC 0.03% No change 26,560 $340K
Cantor Fitzgerald, L. P. 0.01% New 26,094 $334K
Oppenheimer & Co. Inc. 0.00% Reduce -17.7% 26,006 $333K
Callan Family Office, LLC 0.01% New 25,963 $332K
SBI Securities Co., Ltd. 0.01% Add +11.9% 25,537 $327K
Krilogy Financial LLC 0.02% New 25,492 $326K
Choreo, LLC 0.00% Add +110.4% 25,252 $323K
Jump Financial, LLC 0.00% Reduce -97.7% 24,657 $316K
Lecap Asset Management Ltd. 0.11% Reduce -66.0% 24,075 $308K
Moloney Securities Asset Management, LLC 0.04% Reduce -71.8% 23,675 $303K
UMB Bank, n.a. 0.00% Add +0.1% 23,026 $295K
Utah Retirement Systems 0.00% No change 22,861 $293K
Amalgamated Bank 0.00% Reduce -23.3% 22,199 $284K
Clear Creek Financial Management, LLC 0.03% Reduce -14.9% 22,000 $282K
HighPoint Advisor Group LLC 0.01% Add +1.6% 21,830 $279K
Graham Capital Management, L.P. 0.01% Reduce -86.8% 21,768 $279K
Xponance LLC 0.00% Reduce -60.0% 21,725 $278K
Capstone Investment Advisors, LLC 0.00% New 21,676 $277K
Patriot Financial Group Insurance Agency, LLC 0.03% New 21,495 $275K
Picton Mahoney Asset Management 0.00% New 21,490 $275K
Prosperity Wealth Management, Inc. 0.10% New 21,200 $271K
Straight Path Wealth Management 0.09% No change 21,000 $269K
Boothbay Fund Management, LLC 0.01% New 20,944 $268K
denkapparat Operations GmbH 0.21% New 20,890 $267K
BI Asset Management Fondsmaeglerselskab A/S 0.00% No change 20,849 $267K
Sherbrooke Park Advisers LLC 0.11% Reduce -2.0% 20,559 $263K
Invictus Private Wealth, LLC 0.02% Reduce -4.8% 20,000 $256K
Maryland State Retirement & Pension System 0.01% No change 19,938 $255K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% No change 19,905 $255K
M&T Bank Corp 0.00% Reduce -14.5% 19,313 $247K
Fred Alger Management, LLC 0.00% Reduce -10.3% 19,232 $246K
Advyzon Investment Management, LLC 0.05% Add +7.7% 18,973 $243K
Principal Financial Group Inc. 0.00% Reduce -34.9% 18,184 $233K
Private Advisor Group, LLC 0.00% Reduce -7.0% 18,072 $231K
O'shaughnessy Asset Management, LLC 0.00% Add +12.8% 17,755 $227K
Beacon Pointe Advisors, LLC 0.00% No change 17,487 $224K
PNC Financial Services Group, Inc. 0.00% Add +5.3% 17,473 $224K
Cowa, LLC 0.09% Reduce -57.0% 17,460 $224K
Lauer Wealth, LLC 0.19% Add +675.1% 91,850 $223K
Sanctuary Advisors, LLC 0.00% New 17,295 $221K
Headlands Technologies LLC 0.03% New 17,252 $221K
Chicago Partners Investment Group LLC 0.01% New 17,212 $217K
EverSource Wealth Advisors, LLC 0.01% Add +571.8% 16,836 $216K
Prelude Capital Management, LLC 0.02% New 16,734 $214K
Princeton Capital Management LLC 0.06% Reduce -12.1% 16,594 $212K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -45.0% 16,476 $211K
Robeco Institutional Asset Management B.V. 0.00% New 16,263 $208K
NewEdge Advisors, LLC 0.00% Add +521.0% 15,972 $204K
Lazard Asset Management LLC 0.00% Add +53.8% 16,053 $204K
Palumbo Wealth Management LLC 0.06% Reduce -0.3% 15,931 $204K
Pingora Partners LLC 0.15% Add +380.1% 15,700 $201K
Meeder Advisory Services, Inc. 0.01% Add +50.5% 15,398 $197K
Essential Partners LLC 0.08% — 15,281 $196K
Kaufman Rossin Wealth, LLC 0.12% New 15,243 $195K
PharVision Advisers, LLC 0.28% New 15,122 $194K
CIBC Asset Management Inc 0.00% No change 15,098 $193K
Evoke Wealth, LLC 0.00% New 15,036 $192K
Schonfeld Strategic Advisors LLC 0.00% New 14,935 $191K
NorthCoast Asset Management LLC 0.00% New 14,625 $187K
Jones Financial Companies LLLP 0.00% Reduce -11.5% 14,542 $185K
HSBC Holdings PLC 0.00% Reduce -84.3% 14,487 $185K
Polymer Capital Management (US) LLC 0.03% Reduce -28.9% 13,815 $177K
waypoint wealth counsel 0.09% New 13,614 $174K
Clearstead Advisors, LLC 0.00% Add +17.3% 13,334 $171K
Sivia Capital Partners, LLC 0.06% New 13,196 $169K
Full Sail Capital, LLC 0.01% New 13,186 $169K
Trifecta Capital Advisors, LLC 0.03% New 13,100 $168K
Marex Group Ltd 0.00% Reduce -15.1% 13,050 $167K
111 Capital 0.03% New 13,025 $167K
Kestra Advisory Services, LLC 0.00% Reduce -32.9% 12,893 $165K
Occudo Quantitative Strategies LP 0.02% New 12,730 $163K
Quarry LP 0.04% Add +621.9% 12,612 $161K
Poinciana Advisors Group, LLC 0.15% New 12,574 $161K
Valtrion Capital Management, LLC 0.19% Add +7.8% 12,567 $161K
Laurion Capital Management LP 0.02% New 12,500 $160K
NorthCrest Asset Manangement, LLC 0.00% Reduce -43.4% 11,837 $157K
Concurrent Investment Advisors, LLC 0.00% Reduce -38.2% 12,081 $155K
American Trust 0.01% New 11,590 $148K
GW Henssler & Associates Ltd. 0.01% No change 11,589 $148K
OMERS ADMINISTRATION Corp 0.00% No change 11,537 $148K
Corton Capital Inc. 0.17% New 11,429 $146K
Parcion Private Wealth LLC 0.01% New 11,343 $145K
Juncture Wealth Strategies, LLC 0.05% New 11,334 $145K
Waddell & Associates, LLC 0.02% New 11,264 $144K
Swiss Life Asset Management Ltd 0.00% New 11,228 $144K
PEAK6 LLC 0.00% New 11,128 $142K
KBC Group NV 0.00% Reduce -44.7% 11,066 $142K
Prospera Financial Services Inc 0.00% Reduce -7.5% 11,036 $141K
Allegiance Financial Group Advisory Services LLC 0.04% New 11,006 $141K
NorthRock Partners, LLC 0.00% New 10,941 $140K
Avantax Advisory Services, Inc. 0.00% Add +3.9% 10,911 $140K
Balyasny Asset Management L.P. 0.00% Reduce -74.1% 10,824 $139K
Earned Wealth Advisors, LLC 0.03% New 10,811 $138K
Stevens Capital Management LP 0.04% New 10,710 $137K
Smith Anglin Financial, LLC 0.01% Reduce -3.2% 10,409 $133K
Quantitative Investment Management, LLC 0.02% New 10,410 $133K
Coastal Bridge Advisors, LLC 0.01% New 10,344 $132K
Nations Financial Group Inc, /Ia/ 0.01% New 10,235 $131K
Teza Capital Management LLC 0.10% New 10,199 $131K
Koss-Olinger Consulting, LLC 0.01% No change 10,000 $128K
Harbour Investments, Inc. 0.00% Reduce -6.3% 9,213 $118K
Erste Asset Management GmbH 0.00% No change 9,260 $118K
US Bancorp \de 0.00% Reduce -29.8% 9,032 $116K
Aster Capital Management (DIFC) Ltd 0.03% New 8,634 $111K
Total Investment Management Inc. 0.02% New 8,450 $108K
Allworth Financial LP 0.00% Add +45.8% 8,266 $106K
Signaturefd, LLC 0.00% Reduce -17.8% 7,568 $97K
MetLife Investment Management, LLC 0.00% Reduce -69.3% 7,256 $93K
Quintet Private Bank (Europe) S.A. 0.00% No change 6,670 $85K
Brooklyn Investment Group 0.01% Add +44.5% 6,514 $83K
Steward Partners Investment Advisory, LLC 0.00% Add +0.1% 5,860 $75K
Covestor Ltd 0.04% Reduce -50.0% 5,541 $71K
CX Institutional 0.00% Add +43.3% 5,014 $64K
Principal Securities, Inc. 0.00% Add +183.7% 4,360 $56K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 4,263 $55K
Bayforest Capital Ltd 0.02% Add +852.4% 4,143 $53K
Versant Capital Management, Inc 0.01% Add +28.4% 3,803 $49K
TD Waterhouse Canada Inc. 0.00% Add +5.1% 3,530 $45K
Rakuten Securities, Inc. 0.02% Reduce -33.4% 3,425 $44K
IFP Advisors, Inc 0.00% Add +508.0% 3,283 $42K
Sunbelt Securities, Inc. 0.00% Add +1314.8% 3,254 $41K
GAMMA Investing LLC 0.00% Add +48.0% 2,989 $38K
Whittier Trust Co. 0.00% No change 2,890 $37K
Credit Industriel Et Commercial 0.01% Reduce -95.7% 2,691 $34K
True Wealth Design, LLC 0.01% Reduce -53.2% 2,551 $33K
Comerica Bank 0.00% Reduce -90.9% 2,539 $32K
AdvisorNet Financial, Inc 0.00% Add +320.4% 2,476 $32K
Hantz Financial Services, Inc. 0.00% Add +2.9% 2,350 $30K
Arax Advisory Partners 0.00% Reduce -19.7% 2,304 $29K
CI Investments Inc. 0.00% Add +36.6% 2,182 $28K
Farther Finance Advisors, LLC 0.00% Reduce -33.6% 2,126 $27K
Bangor Savings Bank 0.00% No change 2,055 $26K
JTC Employer Solutions Trustee Ltd 0.00% No change 2,068 $26K
Future Financial Wealth Managment LLC 0.02% No change 2,000 $26K
Global Retirement Partners, LLC 0.00% — 1,909 $24K
Twin Peaks Wealth Advisors, LLC 0.01% New 2,215 $23K
MassMutual Private Wealth & Trust, FSB 0.00% Add +247.3% 1,768 $23K
Clearstead Trust, LLC 0.00% Add +179.3% 1,765 $23K
Private Trust Co. NA 0.00% No change 1,750 $22K
Tower Research Capital LLC (TRC) 0.00% Reduce -87.0% 1,587 $20K
Hazlett, Burt & Watson, Inc. 0.01% No change 1,500 $19K
Manchester Capital Management LLC 0.00% Reduce -26.3% 1,318 $17K
Wilmington Savings Fund Society, FSB 0.00% No change 1,236 $16K
Elevation Point Wealth Partners, LLC 0.00% New 1,054 $13K
MAI Capital Management 0.00% Add +16.9% 984 $13K
Larson Financial Group LLC 0.00% Add +279.8% 980 $13K
Family Legacy Financial Solutions, LLC 0.01% — 950 $12K
Burkett Financial Services, LLC 0.00% No change 879 $11K
Ameritas Advisory Services, LLC 0.00% New 853 $11K
Rosenberg Matthew Hamilton 0.00% No change 819 $10K
Evolution Wealth Management Inc. 0.01% — 809 $10K
Capital Advisors, Ltd. LLC 0.00% Add +452.4% 801 $10K
Performa Ltd (US), LLC 0.00% Reduce -46.1% 700 $9K
Plato Investment Management Ltd 0.00% New 693 $9K
Archer Investment Corp 0.00% No change 541 $7K
NewSquare Capital LLC 0.00% Add +57.9% 537 $7K
Huntington National Bank 0.00% Reduce -11.6% 536 $7K
Fortitude Family Office, LLC 0.00% Add +507.1% 510 $7K
Private Wealth Asset Management, LLC 0.00% Reduce -9.4% 508 $7K
Wolff Wiese Magana LLC 0.00% No change 500 $6K
NFSG Corp 0.00% No change 500 $6K
Colonial Trust Advisors 0.00% Add +150.0% 500 $6K
CoreCap Advisors, LLC 0.00% Add +113.7% 468 $6K
Geneos Wealth Management Inc. 0.00% Reduce -2.2% 451 $6K
Parkside Financial Bank & Trust 0.00% Reduce -40.6% 449 $6K
Harbor Investment Advisory, LLC 0.00% No change 440 $6K
CIBC Private Wealth Group LLC 0.00% Add +12.1% 381 $5K
Assetmark, Inc. 0.00% New 371 $5K
MCF Advisors LLC 0.00% No change 360 $5K
Bogart Wealth, LLC 0.00% Add +75.0% 350 $4K
Sachetta, LLC 0.00% Add +410.6% 240 $3K
Atlantic Union Bankshares Corp 0.00% New 220 $3K
Crowley Wealth Management, Inc. 0.00% No change 200 $3K
Bear Mountain Capital, Inc. 0.00% Add +1.0% 200 $3K
Stone House Investment Management, LLC 0.00% Reduce -35.4% 192 $2K
Dogwood Wealth Management LLC 0.00% No change 175 $2K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 192 $2K
Brown, Lisle/Cummings, Inc. 0.00% No change 150 $2K
Riggs Asset Managment Co. Inc. 0.00% Add +23.6% 136 $2K
Ameriflex Group, Inc. 0.00% No change 124 $2K
Anfield Capital Management, LLC 0.00% New 102 $1K
Vision Financial Markets LLC 0.00% No change 100 $1K
Westside Investment Management, Inc. 0.00% No change 100 $1K
Blue Trust, Inc. 0.00% Reduce -87.3% 99 $1K
CVA Family Office, LLC 0.00% Add +95.9% 96 $1K
Bell Investment Advisors, Inc 0.00% Reduce -62.9% 96 $1K
Medallion Wealth Advisors, LLC 0.00% Add +6.9% 93 $1K
Physician Wealth Advisors, Inc. 0.00% New 86 $1K
Armstrong Advisory Group, Inc. 0.00% New 79 $1K
Tsfg, LLC 0.00% No change 67 $1K
Hemington Wealth Management 0.00% Add +52.2% 102 $1K
MV Capital Management, Inc. 0.00% Add +60.0% 64 $820
Golden State Wealth Management, LLC 0.00% No change 62 $794
HHM Wealth Advisors, LLC 0.00% No change 60 $768
TD Private Client Wealth LLC 0.00% New 53 $678
Millstone Evans Group, LLC 0.00% No change 50 $640
Mb, Levis & Associates, LLC 0.00% No change 50 $640
Ancora Advisors LLC 0.00% No change 50 $640
West Branch Capital LLC 0.00% No change 50 $630
Cromwell Holdings LLC 0.00% New 48 $614
Financial Perspectives, Inc 0.00% No change 48 $614
TFC Financial Management, Inc. 0.00% Reduce -2.6% 38 $487
C M Bidwell & Associates Ltd. 0.00% No change 28 $358
Ascentis Wealth Management, LLC 0.00% No change 27 $342
Prestige Wealth Management Group LLC 0.00% Reduce -66.7% 25 $320
Mountain Hill Investment Partners Corp. 0.00% No change 20 $256
SouthState Bank Corp 0.00% Reduce -88.1% 20 $256
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 18 $230
Rothschild Investment LLC 0.00% No change 17 $218
WealthTrak Capital Management LLC 0.00% Reduce -40.0% 15 $192
SJS Investment Consulting Inc. 0.00% New 14 $180
Creative Financial Designs Inc. 0.00% Add +250.0% 14 $179
IMA Advisory Services, Inc. 0.00% New 13 $166
HFM Investment Advisors, LLC 0.00% New 12 $154
Rialto Wealth Management, LLC 0.00% New 9 $116
Exchange Traded Concepts, LLC 0.00% New 9 $115
Activest Wealth Management 0.00% Reduce -96.4% 9 $115
DiNuzzo Private Wealth, Inc. 0.00% No change 8 $103
JFS Wealth Advisors, LLC 0.00% No change 5 $64
Bay Harbor Wealth Management, LLC 0.00% New 2 $25
Truvestments Capital LLC 0.00% New 1 $18

"% of holder's portfolio" is PATH's weight in each manager's 13F, not the share of Uipath Inc. Class A the manager owns.