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