UIPATH INC - CLASS A (PATH) Institutional Ownership Changes & 13F Activity

UIPATH INC - CLASS A (PATH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Tetragon Partners Gp Ltd, Bank Of America Corp, Algert Global Llc, Raymond James Financial Inc, and State Of Tennessee, Department Of Treasury.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Op Asset Management LtdSell-15,906-100.0%0$0.00Q4 2025Sep 18, 2026
Advisors Asset Management, Inc.Sell-69,435-100.0%0$0.00Q4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-62,600-70.4%26,278$430.70KQ4 2025Aug 18, 2026
Algert Global LlcSell-507,490-65.2%271,005$4.44MQ4 2025Aug 11, 2026
Verus Capital Partners, LlcSell-495-3.5%13,773$225.74KQ4 2025Jul 09, 2026
Kerr Financial Planning CorpBuy+8—8$97.00Q4 2025Jul 01, 2026
Independent Financial Group, LlcSell-11,622-100.0%0$0.00Q4 2025May 15, 2026
Z3 Capital Partners, LlcBuy+14,225—14,225$233.15KQ4 2025May 07, 2026
Ahara Advisors LlcBuy+13,280—13,280$217.66KQ4 2025Apr 02, 2026
Purpose Unlimited Inc.Buy+7,043—7,043$115.29KQ4 2025Mar 20, 2026
Hsbc Holdings PlcBuy+74,256—74,256$1.22MQ4 2025Mar 06, 2026
Shp Wealth ManagementBuy+222—222$3.64KQ4 2025Mar 04, 2026
Avory & Company, LlcBuy+16,761—16,761$274.71KQ4 2025Feb 24, 2026
Bell Investment Advisors, IncBuy+96—96$1.57KQ4 2025Feb 24, 2026
Wealth Preservation Advisors, LlcBuy+719—719$11.78KQ4 2025Feb 23, 2026
Mv Capital Management, Inc.Buy+1+2.3%44$722.00Q4 2025Feb 23, 2026
Northcoast Asset Management LlcBuy+12,626—12,626$206.94KQ4 2025Feb 20, 2026
Sunbelt Securities, Inc.Buy+92—92$1.51KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+30,361—30,361$447.17KQ4 2025Feb 19, 2026
Mcguire Capital Advisors IncBuy+168—168$2.75KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+317,100—317,100$5.20MQ4 2025Feb 18, 2026
State Of Tennessee, Department Of TreasuryBuy+163,352—163,352$2.06MQ4 2025Feb 18, 2026
Mackenzie Financial CorpBuy+150,423—150,423$2.50MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+38,330—38,330$618.53KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+18,428—18,428$302.04KQ4 2025Feb 18, 2026
Strive Financial Group ,LlcBuy+1,102—1,102$18.06KQ4 2025Feb 18, 2026
Ameriflex Group, Inc.Buy+330—330$5.41KQ4 2025Feb 18, 2026
Caitlin John, LlcBuy+57—57$935.00Q4 2025Feb 18, 2026
Tetragon Partners Gp LtdBuy+17,450,000—17,450,000$286.01MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+8,876,414—8,876,414$145.48MQ4 2025Feb 17, 2026
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Frequently asked questions about PATH activity

  • Which institutional owners are buying PATH?

    Institutional owners buying PATH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PATH activity?

    "Buy" means an investor increased their reported position in PATH compared to the prior reporting period. This reflects growing exposure to UIPATH INC - CLASS A (PATH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PATH increasing?

    Institutional interest in PATH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.