# UIPATH INC (PATH)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PATH/

- Reporting holders: 20
- Reported value: $2.4M
- Held through calls: 0.1%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $745.7K | 58,080 | 0.4% | 5 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $667.6K | 51,994 | 0.0% | 15 |
| [Green Alpha Advisors, LLC](https://holderbook.com/funds/1439207-green-alpha-advisors-llc/) | $355.7K | 27,705 | 0.2% | 12 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $180.4K | 14,048 | 0.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $127.0K | 9,892 | 0.0% | 16 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $100.2K | 7,803 | 0.0% | 1 |
| [Quintet Private Bank (Europe) S.A.](https://holderbook.com/funds/1977290-quintet-private-bank-europe-s-a/) | $85.6K | 6,670 | 0.0% | 11 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $62.2K | 4,845 | 0.0% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $34.4K | 2,679 | 0.0% | 11 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $34.0K | 2,649 | 0.0% | 15 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $24.3K | 1,630 | 0.0% | 1 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $11.3K | 879 | 0.0% | 12 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $8.5K | 665 | 0.0% | 2 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $2.0K | 156 | 0.0% | 4 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $1.3K | 100 | 0.0% | 2 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $963 | 75 | 0.0% | 4 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $706 | 55 | 0.0% | 18 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $630 | 49 | 0.0% | 2 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $385 | 30 | 0.0% | 2 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $334 | 26 | 0.0% | 4 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $3 | 253 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 20 | $2.4M |
| Q2 2026 | 538 | $4.7B |
| Q1 2026 | 546 | $4.0B |
| Q4 2025 | 547 | $6.0B |
| Q3 2025 | 480 | $4.4B |
| Q2 2025 | 461 | $4.8B |
| Q1 2025 | 451 | $3.5B |
| Q4 2024 | 465 | $4.2B |
| Q3 2024 | 425 | $4.2B |
| Q2 2024 | 483 | $4.5B |
| Q1 2024 | 515 | $8.0B |
| Q4 2023 | 503 | $9.0B |