Who Owns UIPATH INC (PATH)? -- Institutional Holders (2026-06-30)
22 institutions reported holding $16.1M of UIPATH INC (PATH) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($6.0M), 180 WEALTH ADVISORS, LLC ($5.7M), Teamwork Financial Advisors, LLC ($1.8M), Silverberg Bernstein Capital Management LLC ($726,551), Hennion & Walsh Asset Management, Inc. ($677,071). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Assenagon Asset Management S.A. | $6.0M | 552,613 | Added |
| 2 | 180 WEALTH ADVISORS, LLC | $5.7M | 520,891 | Added |
| 3 | Teamwork Financial Advisors, LLC | $1.8M | 165,047 | Added |
| 4 | Silverberg Bernstein Capital Management LLC | $726,551 | 66,840 | Added |
| 5 | Hennion & Walsh Asset Management, Inc. | $677,071 | 62,288 | Added |
| 6 | M.E. ALLISON & CO., INC. | $631,330 | 58,080 | Trimmed |
| 7 | Fermata Advisors, LLC | $329,905 | 30,350 | Hold |
| 8 | GAMMA Investing LLC | $111,298 | 10,239 | Trimmed |
| 9 | Versant Capital Management, Inc | $25,871 | 2,380 | Added |
| 10 | MassMutual Private Wealth & Trust, FSB | $25,740 | 2,368 | Added |
| 11 | FNY Investment Advisers, LLC | $21,000 | 2,000 | Hold |
| 12 | CoreCap Advisors, LLC | $17,262 | 1,588 | Trimmed |
| 13 | BURKETT FINANCIAL SERVICES, LLC | $9,554 | 879 | Hold |
| 14 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $8,696 | 800 | Hold |
| 15 | ELEVATION WEALTH PARTNERS, LLC | $7,229 | 665 | New |
| 16 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $6,881 | 633 | Added |
| 17 | CX Institutional | $2,000 | 139 | Hold |
| 18 | Dogwood Wealth Management LLC | $1,902 | 175 | Hold |
| 19 | Noble Wealth Management PBC | $1,696 | 156 | Hold |
| 20 | Beaird Harris Wealth Management, LLC | $1,631 | 150 | New |
| 21 | Bangor Savings Bank | $598 | 55 | Trimmed |
| 22 | MJT & Associates Financial Advisory Group, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30