Filing Research | PATH - UIPATH INC Institutional Holdings

Snapshot holdings

50 / 109 loaded

#		Instrument	quantity
1	D.A. DAVIDSON & CO.	Shares	633.0KSH	$6.9M
2	Assenagon Asset Management S.A.	Shares	552.6KSH	$6.0M
3	180 WEALTH ADVISORS, LLC	Shares	520.9KSH	$5.7M
4	Ahara Advisors LLC	Shares	16.8KSH	$4.3M
5	HERALD INVESTMENT MANAGEMENT Ltd	Shares	296.3KSH	$3.2M
6	Graphene Investments SAS	Shares	285.6KSH	$3.1M
7	Mirae Asset Global Investments Co., Ltd.	Shares	259.5KSH	$2.8M
8	Robeco Institutional Asset Management B.V.	Shares	224.3KSH	$2.4M
9	MATAURO, LLC	Shares	203.9KSH	$2.2M
10	Police & Firemen's Retirement System of New Jersey	Shares	179.0KSH	$1.9M
11	Oak Thistle LLC	Shares	173.0KSH	$1.9M
12	Teamwork Financial Advisors, LLC	Shares	165.0KSH	$1.8M
13	Marshall Financial Group, LLC	Shares	163.0KSH	$1.8M
14	Capricorn Fund Managers Ltd	Shares	131.0KSH	$1.4M
15	Louisiana State Employees Retirement System	Shares	125.0KSH	$1.4M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	117.1KSH	$1.3M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	102.2KSH	$1.1M
18	TITLEIST ASSET MANAGEMENT, LLC	Shares	91.3KSH	$992.0K
19	Patriot Financial Group Insurance Agency, LLC	Shares	85.4KSH	$928.0K
20	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	85.3KSH	$927.1K
21	JAMES INVESTMENT RESEARCH, INC.	Shares	78.3KSH	$851.6K
22	Silverberg Bernstein Capital Management LLC	Shares	66.8KSH	$726.6K
23	SBI Securities Co., Ltd.	Shares	64.9KSH	$705.3K
24	Hennion & Walsh Asset Management, Inc.	Shares	62.3KSH	$677.1K
25	M.E. ALLISON & CO., INC.	Shares	58.1KSH	$631.3K
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	51.1KSH	$597.2K
27	GRIFFIN ASSET MANAGEMENT, INC.	Shares	53.8KSH	$584.9K
28	Archford Capital Strategies, LLC	Shares	45.0KSH	$489.2K
29	IFS Group,LLC	Shares	44.1KSH	$479.8K
30	Crossmark Global Holdings, Inc.	Shares	40.6KSH	$441.4K
31	Sequoia Financial Advisors, LLC	Shares	38.5KSH	$419.0K
32	SECURIAN ASSET MANAGEMENT, INC	Shares	31.5KSH	$382.7K
33	Sava Infond d.o.o.	Shares	34.0KSH	$369.6K
34	QRG CAPITAL MANAGEMENT, INC.	Shares	33.9KSH	$368.1K
35	Fermata Advisors, LLC	Shares	30.4KSH	$329.9K
36	BANQUE PICTET & CIE SA	Shares	24.1KSH	$261.6K
37	PFG Investments, LLC	Shares	22.5KSH	$244.1K
38	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	16.5KSH	$190.6K
39	GC Wealth Management RIA, LLC	Shares	17.3KSH	$188.6K
40	Farther Finance Advisors, LLC	Shares	16.6KSH	$180.7K
41	LANARK FINANCIAL, INC.	Shares	16.0KSH	$173.9K
42	Merit Financial Group, LLC	Shares	15.9KSH	$172.9K
43	Fifth Third Wealth Advisors LLC	Shares	13.1KSH	$142.2K
44	Y-Intercept (Hong Kong) Ltd	Shares	12.0KSH	$130.3K
45	Silver Coast Investments LLC	Shares	11.7KSH	$127.5K
46	Prospera Financial Services Inc	Shares	10.8KSH	$117.1K
47	GAMMA Investing LLC	Shares	10.2KSH	$111.3K
48	Alhambra Investment Management LLC	Shares	10.0KSH	$108.7K
49	Quintet Private Bank (Europe) S.A.	Shares	6.7KSH	$72.5K
50	SIGNATUREFD, LLC	Shares	6.1KSH	$66.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 128 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+404.4K	+$4.4M	$6.0M
2	Ahara Advisors LLC added	Shares	+3.6K	+$4.2M	$4.3M
3	Mirae Asset Global Investments Co., Ltd. added	Shares	+197.3K	+$2.1M	$2.8M
4	HERALD INVESTMENT MANAGEMENT Ltd added	Shares	+94.0K	+$970.3K	$3.2M
5	Graphene Investments SAS added	Shares	+59.2K	+$591.4K	$3.1M
6	Silverberg Bernstein Capital Management LLC added	Shares	+38.4K	+$410.3K	$726.6K
7	Oak Thistle LLC added	Shares	+31.6K	+$311.3K	$1.9M
8	D.A. DAVIDSON & CO. added	Shares	+36.1K	+$254.8K	$6.9M
9	Hennion & Walsh Asset Management, Inc. added	Shares	+21.9K	+$228.9K	$677.1K
10	SBI Securities Co., Ltd. added	Shares	+15.2K	+$153.9K	$705.3K
11	Sequoia Financial Advisors, LLC added	Shares	+14.4K	+$150.5K	$419.0K
12	Y-Intercept (Hong Kong) Ltd new	Shares	+12.0K	+$130.3K	$130.3K
13	Prospera Financial Services Inc new	Shares	+10.8K	+$117.1K	$117.1K
14	Alhambra Investment Management LLC new	Shares	+10.0K	+$108.7K	$108.7K
15	LANARK FINANCIAL, INC. added	Shares	+10.0K	+$107.3K	$173.9K
16	Sava Infond d.o.o. added	Shares	+10.0K	+$103.2K	$369.6K
17	QRG CAPITAL MANAGEMENT, INC. added	Shares	+7.1K	+$71.2K	$368.1K
18	Teamwork Financial Advisors, LLC added	Shares	+9.4K	+$66.8K	$1.8M
19	PFG Investments, LLC added	Shares	+6.1K	+$62.2K	$244.1K
20	Police & Firemen's Retirement System of New Jersey added	Shares	+9.2K	+$61.0K	$1.9M
21	Crossmark Global Holdings, Inc. added	Shares	+5.8K	+$55.0K	$441.4K
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+2.8K	+$39.7K	$190.6K
23	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-68	+$32.3K	$382.7K
24	IFS Group,LLC added	Shares	+3.8K	+$32.3K	$479.8K
25	Curated Wealth Partners LLC new	Shares	+20.2K	+$28.6K	$28.6K
26	AdvisorNet Financial, Inc added	Shares	+2.0K	+$21.0K	$58.7K
27	Fortitude Family Office, LLC new	Shares	+1.2K	+$12.8K	$12.8K
28	GC Wealth Management RIA, LLC added	Shares	+1.2K	+$9.5K	$188.6K
29	ELEVATION WEALTH PARTNERS, LLC new	Shares	+665	+$7.2K	$7.2K
30	HIGHLINE WEALTH PARTNERS LLC added	Shares	+504	+$5.4K	$9.7K
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	CALL	+300	+$3.5K	$3.5K
32	Bogart Wealth, LLC added	Shares	+315	+$3.3K	$7.2K
33	Versant Capital Management, Inc added	Shares	+337	+$3.2K	$25.9K
34	Patriot Financial Group Insurance Agency, LLC added	CALL	+300	+$3.2K	$7.6K
35	BEACON INVESTMENT ADVISORY SERVICES, INC. added	Shares	+250	+$2.6K	$6.9K
36	BARRETT & COMPANY, INC. new	Shares	+195	+$2.1K	$2.1K
37	Fifth Third Wealth Advisors LLC added	Shares	+450	+$2.0K	$142.2K
38	Beaird Harris Wealth Management, LLC new	Shares	+150	+$1.6K	$1.6K
39	Physician Wealth Advisors, Inc. new	Shares	+141	+$1.5K	$1.5K
40	MassMutual Private Wealth & Trust, FSB added	Shares	+180	+$1.5K	$25.7K
41	TOTH FINANCIAL ADVISORY CORP new	Shares	+100	+$1.1K	$1.1K
42	Sachetta, LLC added	Shares	+63	+$630	$3.3K
43	Marquette Asset Management, LLC new	Shares	+49	+$533	$533
44	Bear Mountain Capital, Inc. added	Shares	+16	+$517	$3.0K
45	Crewe Advisors LLC new	Shares	+29	+$316	$316
46	SALEM INVESTMENT COUNSELORS INC new	Shares	+28	+$305	$305
47	SJS Investment Consulting Inc. new	Shares	+27	+$294	$294
48	JFS WEALTH ADVISORS, LLC new	Shares	+24	+$261	$261
49	Activest Wealth Management new	Shares	+21	+$228	$228
50	Creative Capital Management Investments LLC new	Shares	+21	+$228	$228

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