UiPath, Inc.
DE ˙ DB ˙ US90364P1057
11,16 € ↑0,91 (8,88%)
2026-06-01
AKTIENPREIS
SecurityDE:9UV / UiPath, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership185,745 shares
Latest Disclosed Value $ 2,061,767
Creative Planning reports 24.98% increase in ownership of 9UV / UiPath, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 185,745 shares of UiPath, Inc. (DE:9UV) valued at $1,764,020 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 148,623 shares of UiPath, Inc.. This represents a change in shares of 24.98% during the quarter. The current value of the position is $2,071,985 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F UIPATH CL A 90364P105 185,745 37,122 24.98 2,062 -15.36 0.0014
2026-02-17 2025-12-31 13F UIPATH CL A 90364P105 148,623 45,478 44.09 2,436 76.45 0.0017
2025-11-14 2025-09-30 13F UIPATH CL A 90364P105 103,145 22,522 27.93 1,380 33.85 0.0011
2025-08-08 2025-06-30 13F UIPATH CL A 90364P105 80,623 8,460 11.72 1,032 38.76 0.0009
2025-05-15 2025-03-31 13F UIPATH CL A 90364P105 72,163 30,833 74.60 743 41.52 0.0007
2025-02-14 2024-12-31 13F UIPATH CL A 90364P105 41,330 -17,689 -29.97 525 -29.34 0.0005
2024-10-11 2024-09-30 13F UIPATH CL A 90364P105 59,019 10,258 21.04 744 20.23 0.0007
2024-08-15 2024-06-30 13F UIPATH CL A 90364P105 48,761 -2,294 -4.49 618 -46.59 0.0007
2024-05-13 2024-03-31 13F UIPATH CL A 90364P105 51,055 17,485 52.09 1,157 38.90 0.0013
2024-02-14 2023-12-31 13F UIPATH CL A 90364P105 33,570 -10,171 -23.25 834 11.36 0.0015
2023-11-16 2023-09-30 13F UIPATH CL A 90364P105 43,741 10,519 31.66 748 36.00 0.0010
2023-07-21 2023-06-30 13F UIPATH CL A 90364P105 33,222 12,267 58.54 550 49.86 0.0007
2023-05-15 2023-03-31 13F UIPATH CL A 90364P105 20,955 -7,265 -25.74 368 2.51 0.0005
2023-02-10 2022-12-31 13F UIPATH CL A 90364P105 28,220 13,797 95.66 359 96.70 0.0005
2022-11-03 2022-09-30 13F UIPATH CL A 90364P105 14,423 4,260 41.92 182 -1.62 0.0003
2022-08-15 2022-06-30 13F UIPATH CL A 90364P105 10,163 666 7.01 185 -9.76 0.0003
2022-05-16 2022-03-31 13F UIPATH CL A 90364P105 9,497 2,411 34.02 205 -33.01 0.0003
2022-02-11 2021-12-31 13F UIPATH CL A 90364P105 7,086 828 13.23 306 -6.99 0.0005
2021-11-10 2021-09-30 13F UIPATH CL A 90364P105 6,258 1,969 45.91 329 13.06 0.0006
2021-08-04 2021-06-30 13F UIPATH CL A 90364P105 4,289 4,289 291 0.0005
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.