UiPath, Inc. (PATH) — Institutional Holders, Q2 2026 (page 5)
533 institutional investment managers reported a PATH position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 500. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PATH 13F holders ranked 401–500 of 533
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Forum Finance Group S.A.#401 · 3,900 sh | 3,900 | $34.0K | 0.01% | -20.4% |
| 402 | BESSEMER GROUP#402 · 2,940 sh | 2,940 | $32.0K | 0.00% | +550.4% |
| 403 | Purpose Unlimited#403 · 2,524 sh | 2,524 | $27.4K | <0.01% | +129.9% |
| 404 | Trifecta Capital Advisors#404 · 2,500 sh | 2,500 | $27.2K | — | New |
| 405 | Pioneer Family Office#405 · 2,500 sh | 2,500 | $27.2K | 0.01% | New |
| 406 | IFP Advisors#406 · 2,432 sh | 2,432 | $26.4K | — | -19.3% |
| 407 | Versant Capital Management#407 · 2,380 sh | 2,380 | $25.9K | — | +16.5% |
| 408 | MassMutual Private Wealth & , FSB#408 · 2,368 sh | 2,368 | $25.7K | — | +8.2% |
| 409 | North Star Investment Management#409 · 2,000 sh | 2,000 | $21.7K | <0.01% | 0.0% |
| 410 | FNY Investment Advisers#410 · 2,000 sh | 2,000 | $21.0K | — | 0.0% |
| 411 | ROTHSCHILD INVESTMENT#411 · 1,927 sh | 1,927 | $20.9K | <0.01% | +37.4% |
| 412 | Larson Financial Group#412 · 1,909 sh | 1,909 | $20.8K | <0.01% | +101.4% |
| 413 | CoreCap Advisors#413 · 1,588 sh | 1,588 | $17.3K | — | -11.4% |
| 414 | EverSource Wealth Advisors#414 · 1,264 sh | 1,264 | $13.7K | <0.01% | -24.9% |
| 415 | Parkside Financial Bank#415 · 1,184 sh | 1,184 | $12.9K | <0.01% | +209.1% |
| 416 | Fortitude Family Office#416 · 1,177 sh | 1,177 | $12.8K | — | New |
| 417 | DANSKE BANK A/S#417 · 1,100 sh | 1,100 | $12.0K | 0.00% | -99.3% |
| 418 | Strategic Advocates#418 · 1,097 sh | 1,097 | $11.9K | 0.05% | -56.3% |
| 419 | Geneos Wealth Management#419 · 1,074 sh | 1,074 | $11.7K | <0.01% | +105.0% |
| 420 | Founders Capital Management#420 · 1,000 sh | 1,000 | $10.9K | — | 0.0% |
| 421 | Wilmington Savings Fund Society, FSB#421 · 1,000 sh | 1,000 | $10.9K | — | 0.0% |
| 422 | Persistent Asset Partners Ltd#422 · 961 sh | 961 | $10.4K | <0.01% | New |
| 423 | Hara Capital#423 · 900 sh | 900 | $9.8K | <0.01% | 0.0% |
| 424 | HIGHLINE WEALTH PARTNERS#424 · 890 sh | 890 | $9.7K | — | +130.6% |
| 425 | BURKETT FINANCIAL SERVICES#425 · 879 sh | 879 | $9.6K | — | 0.0% |
| 426 | TD Waterhouse Canada#426 · 779 sh | 779 | $9.0K | — | -80.2% |
| 427 | THURSTON, SPRINGER, MILLER, HERD & TITAK#427 · 800 sh | 800 | $8.7K | — | 0.0% |
| 428 | Aberdeen Wealth Management#428 · 700 sh | 700 | $7.6K | <0.01% | New |
| 429 | ZRC WEALTH MANAGEMENT#429 · 665 sh | 665 | $7.2K | — | New |
| 430 | Bogart Wealth#430 · 661 sh | 661 | $7.2K | <0.01% | +91.0% |
| 431 | PRIVATE NA#431 · 650 sh | 650 | $7.1K | — | 0.0% |
| 432 | Hurley Capital#432 · 650 sh | 650 | $7.1K | <0.01% | 0.0% |
| 433 | BEACON INVESTMENT ADVISORY SERVICES#433 · 633 sh | 633 | $6.9K | — | +65.3% |
| 434 | Archer Investment#434 · 606 sh | 606 | $6.6K | <0.01% | 0.0% |
| 435 | PICTON MAHONEY ASSET MANAGEMENT#435 · 561 sh | 561 | $6.1K | 0.00% | -99.7% |
| 436 | NBH Bank#436 · 536 sh | 536 | $5.8K | <0.01% | — |
| 437 | Signature Equity Partners#437 · 530 sh | 530 | $5.8K | <0.01% | -35.9% |
| 438 | Newbridge Financial Services Group#438 · 500 sh | 500 | $5.4K | — | 0.0% |
| 439 | Private Wealth Asset Management#439 · 497 sh | 497 | $5.4K | <0.01% | 0.0% |
| 440 | MCF Advisors#440 · 494 sh | 494 | $5.4K | <0.01% | 0.0% |
| 441 | Performa Ltd (US)#441 · 450 sh | 450 | $4.9K | <0.01% | +17.2% |
| 442 | Nemes Rush Group#442 · 450 sh | 450 | $4.9K | <0.01% | +350.0% |
| 443 | Tripletail Wealth Management#443 · 346 sh | 346 | $4.1K | <0.01% | New |
| 444 | FARMERS & MERCHANTS INVESTMENTS#444 · 340 sh | 340 | $3.7K | — | 0.0% |
| 445 | Sachetta#445 · 303 sh | 303 | $3.3K | <0.01% | +26.2% |
| 446 | WHITTIER#446 · 271 sh | 271 | $3.2K | 0.00% | 0.0% |
| 447 | Bear Mountain Capital#447 · 253 sh | 253 | $3.0K | <0.01% | +6.8% |
| 448 | HHM Wealth Advisors#448 · 260 sh | 260 | $2.8K | <0.01% | 0.0% |
| 449 | Quent Capital#449 · 212 sh | 212 | $2.3K | <0.01% | -45.1% |
| 450 | Strategic Wealth Partners, Ltd.#450 · 200 sh | 200 | $2.2K | <0.01% | 0.0% |
| 451 | SWAN Capital#451 · 200 sh | 200 | $2.2K | <0.01% | New |
| 452 | REAP Financial Group#452 · 200 sh | 200 | $2.2K | <0.01% | 0.0% |
| 453 | BARRETT & COMPANY#453 · 195 sh | 195 | $2.1K | — | New |
| 454 | CX Institutional#454 · 139 sh | 139 | $2.0K | — | 0.0% |
| 455 | Cassaday & Wealth Management#455 · 176 sh | 176 | $1.9K | 0.00% | 0.0% |
| 456 | Dogwood Wealth Management#456 · 175 sh | 175 | $1.9K | <0.01% | 0.0% |
| 457 | Kilter Group#457 · 161 sh | 161 | $1.8K | <0.01% | +155.6% |
| 458 | Noble Wealth Management PBC#458 · 156 sh | 156 | $1.7K | — | 0.0% |
| 459 | Medallion Wealth Advisors#459 · 154 sh | 154 | $1.7K | <0.01% | +65.6% |
| 460 | CVA Family Office#460 · 151 sh | 151 | $1.6K | <0.01% | +221.3% |
| 461 | BROWN, LISLE/CUMMINGS#461 · 150 sh | 150 | $1.6K | — | New |
| 462 | Beaird Harris Wealth Management#462 · 150 sh | 150 | $1.6K | <0.01% | New |
| 463 | AMERIFLEX GROUP#463 · 146 sh | 146 | $1.6K | <0.01% | 0.0% |
| 464 | Wealth Enhancement Services#464 · 142 sh | 142 | $1.5K | — | 0.0% |
| 465 | Physician Wealth Advisors#465 · 141 sh | 141 | $1.5K | — | New |
| 466 | Keating Financial Advisory Services#466 · 135 sh | 135 | $1.5K | <0.01% | +57.0% |
| 467 | MCGUIRE CAPITAL ADVISORS#467 · 129 sh | 129 | $1.4K | <0.01% | 0.0% |
| 468 | PROATHLETE WEALTH MANAGEMENT#468 · 127 sh | 127 | $1.4K | — | 0.0% |
| 469 | Clearstead#469 · 122 sh | 122 | $1.3K | <0.01% | -53.6% |
| 470 | Sankala Group#470 · 81 sh | 81 | $1.3K | <0.01% | 0.0% |
| 471 | MidFirst Bank#471 · 117 sh | 117 | $1.3K | <0.01% | 0.0% |
| 472 | HUNTINGTON NATIONAL BANK#472 · 113 sh | 113 | $1.2K | 0.00% | +527.8% |
| 473 | Plato Investment Management Ltd#473 · 107 sh | 107 | $1.2K | <0.01% | 0.0% |
| 474 | VISION FINANCIAL MARKETS#474 · 100 sh | 100 | $1.2K | — | 0.0% |
| 475 | TD PRIVATE CLIENT WEALTH#475 · 102 sh | 102 | $1.1K | 0.00% | 0.0% |
| 476 | SHP Wealth Management#476 · 102 sh | 102 | $1.1K | <0.01% | -16.4% |
| 477 | Financial Management Professionals#477 · 100 sh | 100 | $1.1K | — | 0.0% |
| 478 | TOTH FINANCIAL ADVISORY#478 · 100 sh | 100 | $1.1K | — | New |
| 479 | Silver Grove Financial Group#479 · 86 sh | 86 | $935.00 | <0.01% | New |
| 480 | MCDONALD PARTNERS#480 · 85 sh | 85 | $924.00 | <0.01% | New |
| 481 | ACTION POINT FINANCIAL PLANNING#481 · 84 sh | 84 | $903.00 | <0.01% | New |
| 482 | Lloyd Advisory Services#482 · 83 sh | 83 | $902.00 | <0.01% | New |
| 483 | Caitlin John#483 · 82 sh | 82 | $891.00 | <0.01% | 0.0% |
| 484 | Transamerica Financial Advisors#484 · 76 sh | 76 | $826.00 | <0.01% | -12.6% |
| 485 | TOMPKINS FINANCIAL#485 · 75 sh | 75 | $815.00 | — | 0.0% |
| 486 | Mosley Wealth Management#486 · 75 sh | 75 | $815.00 | — | 0.0% |
| 487 | Smartleaf Asset Management#487 · 72 sh | 72 | $769.00 | 0.00% | 0.0% |
| 488 | Pinnacle Wealth Planning Services#488 · 70 sh | 70 | $761.00 | <0.01% | -62.8% |
| 489 | Cromwell#489 · 68 sh | 68 | $739.00 | <0.01% | 0.0% |
| 490 | MV CAPITAL MANAGEMENT#490 · 58 sh | 58 | $631.00 | <0.01% | +20.8% |
| 491 | Bangor Savings Bank#491 · 55 sh | 55 | $598.00 | — | -91.6% |
| 492 | Millstone Evans Group#492 · 50 sh | 50 | $544.00 | <0.01% | 0.0% |
| 493 | Synergy Investment Management#493 · 50 sh | 50 | $544.00 | <0.01% | New |
| 494 | Ancora Advisors#494 · 50 sh | 50 | $543.00 | 0.00% | 0.0% |
| 495 | Marquette Asset Management#495 · 49 sh | 49 | $533.00 | — | New |
| 496 | SouthState Bank#496 · 49 sh | 49 | $533.00 | 0.00% | +19.5% |
| 497 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#497 · 48 sh | 48 | $522.00 | 0.00% | +152.6% |
| 498 | Bell Investment Advisors#498 · 48 sh | 48 | $522.00 | <0.01% | -50.0% |
| 499 | Financial Perspectives#499 · 48 sh | 48 | $522.00 | <0.01% | 0.0% |
| 500 | Planning Strategies#500 · 46 sh | 46 | $500.00 | — | — |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.