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Get Institutions for : 
Uipath, Inc. (PATH)  
$19.90 0.41 (2.02%) as of 4:30 Tue 5/21


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 474    39
Total shares held : 
341,324,977  
% of shares held : 
80.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  102  
Amount of shares held : 
10,242,527  
% of shares held change : 
  2.4%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$17.24  
Last Quarter's Ending Price : 
$24.84  
Last Quarter's Average Price
$19.52  
Change from last quarter's     
avg. price to the last closing  : 
0.38 (1.95%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
81
 12,728,845
 3.73%
 
Increased Positions :
192
 32,119,302
 9.41%
 
Unchanged Positions :
72
 3,144,753
 0.92%
 
Decreased Positions :
129
-30,779,348
-9.02%
 
Closed Positions :
42
-3,826,272
-1.12%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Point72 Asset Management L.P. 289 *New 2024-03-31 1,365,049 $30,946,000 1,365,049
   MARSHALL WACE LLP 528 *New 2024-03-31 639,621 $14,500,000 639,621
   ALLIANZ ASSET MANAGEMENT AG 649 *New 2024-03-31 389,976 $8,841,000 389,976
   PINEBRIDGE INVESTMENTS LTD 303 *New 2024-03-31 291,709 $6,612,000 291,709
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 120 *New 2024-03-31 279,145 $6,328,000 279,145
   SIMPLEX TRADING LLC 131 *New 2024-03-31 240,062 $5,442,000 240,062
   Warther Private Wealth LLC 17 *New 2024-03-31 239,000 $5,418,000 239,000
   WEISS CAPITAL LLC 93 *New 2024-03-31 200,313 $4,541,000 200,313
   Mn Services Vermogensbeheer B.V. 434 *New 2024-03-31 156,400 $3,546,000 156,400
   POLAR SECURITIES INC. 252 *New 2024-03-31 137,300 $3,113,000 137,300
   Walleye Trading Advisors LLC 582 *New 2024-03-31 126,462 $2,867,000 126,462
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 52 *New 2024-03-31 95,265 $2,160,000 95,265
   Vinva Investment Management Ltd 202 *New 2024-03-31 91,457 $2,073,000 91,457
   PICTET ASSET MANAGEMENT SA 898 *New 2023-06-30 125,015 $2,071,000 125,015
   HERALD INVESTMENT MANAGEMENT LTD 70 *New 2024-03-31 87,000 $1,971,000 87,000
   McGuire Investment Group LLC 66 *New 2024-03-31 59,957 $1,359,000 59,957
   ALYESKA INVESTMENT GROUP, L.P. 389 *New 2024-03-31 52,359 $1,187,000 52,359
   Venture Visionary Partners LLC 251 *New 2024-03-31 52,070 $1,180,000 52,070
   SAVANT CAPITAL MANAGEMENT INC 517 *New 2024-03-31 47,819 $1,084,000 47,819
   Crossmark Global Holdings Inc. 619 *New 2024-03-31 43,168 $978,000 43,168
   MONETTA FINANCIAL SERVICES INC 47 *New 2024-03-31 32,000 $725,000 32,000
   BLAIR WILLIAM & CO/IL 981 *New 2024-03-31 31,804 $721,000 31,804
   Quest Partners LLC 288 *New 2024-03-31 30,159 $684,000 30,159
   GRAHAM CAPITAL MANAGEMENT LP 486 *New 2024-03-31 30,080 $682,000 30,080
   Quintet Private Bank (Europe) S.A. 96 *New 2024-03-31 26,448 $677,000 26,448
   SPRINGBOK CAPITAL MANAGEMENT LLC 493 *New 2024-03-31 26,485 $600,000 26,485
   DIVERSIFIED TRUST CO 479 *New 2024-03-31 24,386 $553,000 24,386
   Intrepid Financial Planning Group LLC 70 *New 2024-03-31 23,125 $524,000 23,125
   Straight Path Wealth Management 34 *New 2024-03-31 23,020 $522,000 23,020
   Traynor Capital Management Inc. 127 *New 2024-03-31 22,758 $516,000 22,758
   FOX RUN MANAGEMENT L.L.C. 373 *New 2024-03-31 21,842 $495,000 21,842
   BRIDGEWATER ASSOCIATES INC 629 *New 2024-03-31 20,839 $472,000 20,839
   NOMURA HOLDINGS INC 597 *New 2024-03-31 20,251 $459,000 20,251
   Capula Management Ltd 179 *New 2024-03-31 19,907 $451,000 19,907
   Equitable Holdings Inc. 843 *New 2024-03-31 19,216 $436,000 19,216
   PATHSTONE FAMILY OFFICE, LLC 1110 *New 2023-09-30 25,178 $431,000 25,178
   Integrated Wealth Concepts LLC 1154 *New 2024-03-31 17,350 $393,000 17,350
   Merit Financial Group LLC 637 *New 2024-03-31 18,897 $368,000 18,897
   HighPoint Advisor Group LLC 429 *New 2024-03-31 17,234 $341,000 17,234
   PETRUS TRUST COMPANY, LTA 392 *New 2024-03-31 14,532 $329,000 14,532
   THRIVENT FINANCIAL FOR LUTHERANS 2292 *New 2024-03-31 13,666 $310,000 13,666
   Gryphon Financial Partners LLC 208 *New 2024-03-31 13,029 $295,000 13,029
   Simplicity WealthLLC 945 *New 2024-03-31 12,227 $277,000 12,227
   Bridgefront Capital LLC 231 *New 2024-03-31 11,619 $263,000 11,619
   APPLETON GROUP WEALTH MANAGEMENT LLC 25 *New 2023-09-30 14,738 $252,000 14,738
   GREENWOOD CAPITAL ASSOCIATES LLC 236 *New 2024-03-31 10,346 $235,000 10,346
   WEIL COMPANY INC 139 *New 2024-03-31 10,318 $234,000 10,318
   LOMBARD ODIER ASSET MANAGEMENT (USA) CORP 192 *New 2024-03-31 9,735 $221,000 9,735
   Kovack Advisors Inc. 418 *New 2024-03-31 9,699 $220,000 9,699
   Smith Group Asset Management LLC 177 *New 2024-03-31 9,020 $204,000 9,020
   Systematic Portfolios LLC 93 *New 2024-03-31 9,002 $204,000 9,002
   LIBERTY ONE INVESTMENT MANAGEMENT LLC 134 *New 2024-03-31 8,794 $199,000 8,794
   GOFEN & GLOSSBERG LLC /IL/ 493 *New 2022-12-31 11,500 $146,000 11,500
   Future Financial Wealth Managment LLC 210 *New 2024-03-31 3,200 $73,000 3,200
   WESTPAC BANKING CORP 423 *New 2024-03-31 2,226 $50,000 2,226
   CREATIVE FINANCIAL DESIGNS INC /ADV 753 *New 2024-03-31 2,000 $45,000 2,000
   Ulland Investment Advisors LLC 140 *New 2024-03-31 950 $22,000 950
   WOLFF WIESE MAGANA LLC 218 *New 2024-03-31 877 $20,000 877
   RFP Financial Group LLC 300 *New 2024-03-31 875 $20,000 875
   Nelson Van Denburg & Campbell Wealth Management Gr 1624 *New 2024-03-31 852 $19,000 852
   Legacy Bridge LLC 267 *New 2024-03-31 500 $11,000 500
   ATLAS CAPITAL ADVISORS LLC 682 *New 2024-03-31 400 $9,000 400
   SALEM INVESTMENT COUNSELORS INC 849 *New 2024-03-31 400 $9,000 400
   IAG Wealth Partners LLC 349 *New 2024-03-31 350 $8,000 350
   M&R CAPITAL MANAGEMENT INC 414 *New 2024-03-31 300 $7,000 300
   OLD POINT TRUST & FINANCIAL SERVICES N A 316 *New 2024-03-31 250 $6,000 250
   YHB INVESTMENT ADVISORS, INC. 766 *New 2024-03-31 250 $6,000 250
   Pineridge Advisors LLC 347 *New 2024-03-31 200 $5,000 200
   Farmers & Merchants Trust Co of Chambersburg PA 357 *New 2024-03-31 192 $4,000 192
   Cape Investment Advisory Inc. 894 *New 2023-12-31 140 $3,000 140
   WETZEL INVESTMENT ADVISORS INC. 801 *New 2024-03-31 100 $2,000 100
   JONES FINANCIAL COMPANIES LLLP 1275 *New 2024-03-31 81 $2,000 81
   Fernwood Investment Management LLC 671 *New 2024-03-31 100 $2,000 100
   Colonial Trust Co / SC 954 *New 2024-03-31 55 $1,000 55
   Prestige Wealth Management Group LLC 897 *New 2024-03-31 25 $1,000 25
   First Command Advisory Services Inc. 507 *New 2024-03-31 25 $1,000 25
   Westside Investment Management Inc. 816 *New 2024-03-31 44 $1,000 44
   DAGCO INC. 216 *New 2024-03-31 50 $1,000 50
   Cassady Schiller Wealth Management LLC 468 *New 2024-03-31 50 $1,000 50
   Steward Financial Group LLC 1342 *New 2023-09-30 39 $0 39
   MV Capital Management Inc. 810 *New 2024-03-31 2 $0 2
   MATHER GROUP, INC. 1718 *New 2024-03-31 17 $0 17

  82 Records found
  1    
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