HolderBook

UIPATH INC (PATH)

Institutional ownership reported to the SEC as of Q3 2026, across 31 quarters.

20
Reporting holders
$2.4M
Reported value
0.1%
Calls
0.0%
Puts
-518
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
M.E. ALLISON & CO., INC.$745.7K58,0800.42%5qHELD
TITLEIST ASSET MANAGEMENT, LLC$667.6K51,9940.04%15q-43.0%-$504.2K
Green Alpha Advisors, LLC$355.7K27,7050.24%12q-3.6%-$13.4K
GAMMA Investing LLC$180.4K14,0480.01%12q+37.2%+$48.9K
Farther Finance Advisors, LLC$127.0K9,8920.00%16q-40.5%-$86.5K
Acropolis Investment Management, LLC$100.2K7,8030.00%newNEW
Quintet Private Bank (Europe) S.A.$85.6K6,6700.00%11qHELD
Versant Capital Management, Inc$62.2K4,8450.01%8q+103.6%+$31.7K
CoreCap Advisors, LLC$34.4K2,6790.00%11q+68.7%+$14.0K
MassMutual Private Wealth & Trust, FSB$34.0K2,6490.00%15q+11.9%+$3.6K
GK Wealth Management LLC$24.3K1,6300.01%newNEW
BURKETT FINANCIAL SERVICES, LLC$11.3K8790.00%12qHELD
ELEVATION WEALTH PARTNERS, LLC$8.5K6650.00%2qHELD
Noble Wealth Management PBC$2.0K1560.00%4qHELD
TOTH FINANCIAL ADVISORY CORP$1.3K1000.00%2qHELD
TOMPKINS FINANCIAL CORP$963750.00%4qHELD
Bangor Savings Bank$706550.00%18qHELD
Marquette Asset Management, LLC$630490.00%2qHELD
Planning Strategies Inc.$385300.00%2q-34.8%
Trust Co$334260.00%4qHELD
CX Institutional$32530.00%7q+82.0%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-1513G/ATetragon Financial Group Limitedwith 8 co-filers6.8%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-09-11Gupta AshimCOOSold117,339$1.6M
2026-09-16Malpani RaghavendraCPO & CTOSold98,429$1.4M
2026-10-02Gupta AshimCOOSold66,052$869.8K
2026-09-17Malpani RaghavendraCPO & CTOSold40,464$566.6K
2026-08-14Ramani HiteshChief Accounting OfficerSold25,000$418.8K
2026-08-13Ramani HiteshChief Accounting OfficerSold25,000$412.5K

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-08-19Dines DanielCEO and ChairmanSold1,402,347$22.5M

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202620$2.4M190,0302440.1%
Q2 2026538$4.7B381,598,9378817716012.1%
Q1 2026546$4.0B316,785,07910919515213.0%
Q4 2025547$6.0B322,545,11612717713211.7%
Q3 2025480$4.4B301,643,9701071401527.6%
Q2 2025461$4.8B351,293,656931481395.7%
Q1 2025451$3.5B317,598,589761561307.2%
Q4 2024465$4.2B310,654,979781361496.9%
Q3 2024425$4.2B304,568,696701251506.3%
Q2 2024483$4.5B334,699,757711891476.2%
Q1 2024515$8.0B329,350,771911941377.0%
Q4 2023503$9.0B346,654,752981751304.6%
Q3 2023422$6.0B336,255,552561391403.5%
Q2 2023414$5.8B337,145,726119139902.9%
Q1 2023362$5.9B330,103,13270131912.5%
Q4 2022340$4.0B312,665,3107295961.4%
Q3 2022305$4.1B315,070,82659103692.1%
Q2 2022309$5.5B296,024,89582111633.0%
Q1 2022287$5.8B257,032,66058123553.0%
Q4 2021324$12.5B283,407,91591133522.3%
Q3 2021272$14.0B262,087,037104113311.4%
Q2 2021235$12.8B187,900,829235001.4%
Q1 20211$11.0K1650000.0%
Q4 20201$11.0K1650000.0%
Q3 20201$11.0K1650000.0%
Q2 20201$11.0K1650000.0%
Q1 20201$11.0K1650000.0%
Q4 20191$11.0K1650000.0%
Q3 20191$11.0K1650000.0%
Q2 20191$11.0K1650000.0%
Q1 20191$11.0K1651000.0%