UiPath, Inc.
MX ˙ BMV ˙ US90364P1057
SecurityMX:PATH / UiPath, Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership68,895 shares
Latest Disclosed Value $ 764,705
Advisor Group Holdings, Inc. reports 53.60% decrease in ownership of PATH / UiPath, Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 68,895 shares of UiPath, Inc. (MX:PATH) valued at $764,705 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 148,467 shares of UiPath, Inc.. This represents a change in shares of -53.60% during the quarter.

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)
2026-05-15 2026-03-31 13F UIPATH CL A 90364P105 68,895 -79,572 -53.60 765 -68.60 0.0007
2026-02-17 2025-12-31 13F UIPATH CL A 90364P105 148,467 30,674 26.04 2,433 73.91 0.0036
2025-11-14 2025-09-30 13F UIPATH CL A 90364P105 117,793 -7,248 -5.80 1,400 -12.56 0.0020
2025-09-04 2025-06-30 13F/A-1 UIPATH CL A 90364P105 125,041 -46,802 -27.24 1,600 -9.55 0.0028
2025-08-13 2025-06-30 13F UIPATH CL A 90364P105 117,443 -54,400 1,494 0.0017
2025-05-12 2025-03-31 13F UIPATH CL A 90364P105 171,843 48,375 39.18 1,770 13.40 0.0039
2025-06-06 2024-12-31 13F/A-1 UIPATH CL A 90364P105 123,468 -246,781 -66.65 1,561 -67.07 0.0035
2025-02-07 2024-12-31 13F UIPATH CL A 90364P105 107,238 -263,011 1,362 0.0035
2024-11-13 2024-09-30 13F UIPATH CL A 90364P105 370,249 14,896 4.19 4,739 5.17 0.0107
2024-08-13 2024-06-30 13F UIPATH CL A 90364P105 355,353 -72,748 -16.99 4,506 -53.58 0.0106
2024-05-10 2024-03-31 13F UIPATH CL A 90364P105 428,101 206,155 92.89 9,705 76.05 0.0217
2024-02-12 2023-12-31 13F UIPATH CL A 90364P105 221,946 107,883 94.58 5,513 182.52 0.0096
2023-11-13 2023-09-30 13F UIPATH CL A 90364P105 114,063 33,326 41.28 1,952 45.71 0.0029
2023-08-21 2023-06-30 13F/A-1 UIPATH CL A 90364P105 80,737 15,127 23.06 1,339 16.54 0.0024
2023-08-10 2023-06-30 13F UIPATH CL A 90364P105 80,737 15,127 1,339 0.0004
2023-05-12 2023-03-31 13F UIPATH CL A 90364P105 65,610 6,885 11.72 1,149 53.61 0.0022
2023-02-10 2022-12-31 13F UIPATH CL A 90364P105 58,725 23,255 65.56 748 66.96 0.0015
2022-11-14 2022-09-30 13F UIPATH CL A 90364P105 35,470 -15,354 -30.21 448 -51.57 0.0010
2022-08-10 2022-06-30 13F UIPATH CL A 90364P105 50,824 29,051 133.43 925 96.81 0.0020
2022-05-04 2022-03-31 13F UIPATH CL A 90364P105 21,773 -6,531 -23.07 470 -61.51 0.0009
2022-02-03 2021-12-31 13F UIPATH CL A 90364P105 28,304 1,124 4.14 1,221 -14.56 0.0023
2021-11-05 2021-09-30 13F UIPATH CL A 90364P105 27,180 9,210 51.25 1,429 17.04 0.0030
2021-08-02 2021-06-30 13F UIPATH CL A 90364P105 17,970 17,970 1,221 0.0026
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.