13F

Stock

UiPath, Inc.

PATH · held by 23 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$248.5M

Holders

23

+3 new · −1 exited

Holders’ est. mark

$162K

Price effect on 7 books still in the name

Largest holder

$137.9M

BANK OF AMERICA CORP /DE/

Holder count by quarter

Q2 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
BANK OF AMERICA CORP /DE/10.3M$137.9M—Held
MORGAN STANLEY6.05M$80.9M—Held
BARCLAYS PLC1.02M$13.7M$119.6KAdded$11.1M
TUDOR INVESTMENT CORP ET AL837K$11.2M—Held
CANTOR FITZGERALD, L. P.132.8K$1.78M—Held
Leonteq Securities AG73.5K$983.2K$22.5KAdded$485.9K
MRP Capital Investments, LLC41.8K$535K—Held
Allworth Financial LP22K$294.2K—Held
Swiss Life Asset Management Ltd19.4K$259.2K$6.51KAdded$115.4K
Sanctuary Advisors, LLC16.4K$219.9K$9.54KCut−$1.43K
OP Asset Management Ltd15.9K$212.8K—New
MIRABELLA FINANCIAL SERVICES LLP11.8K$157.3K—Held
INDEPENDENT FINANCIAL GROUP, LLC11.6K$155.5K—New
Essential Partners LLC6.33K$84.7K$3.67KCut−$110.9K
IFP Advisors, Inc3.37K$45.1K—Held
EVOLUTION WEALTH MANAGEMENT INC.809$10.8K—Held
Medallion Wealth Advisors, LLC93$1.24K$64Added$64
Aventura Private Wealth, LLC79$1.06K—New
Principia Wealth Advisory, LLC57$763—Held
MV CAPITAL MANAGEMENT, INC.43$576—Held
Prestige Wealth Management Group LLC25$335$15Added$15
KBC Group NV11.1K$148—Held
FNY Investment Advisers, LLC2K$26—Held

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.