UiPath, Inc.
MX ˙ BMV ˙ US90364P1057
SecurityMX:PATH / UiPath, Inc.
InstitutionSumitomo Mitsui Trust Holdings, Inc.
Latest Disclosed Ownership22,454,431 shares
Ownership 4.64%
Sumitomo Mitsui Trust Holdings, Inc. ownership in PATH / UiPath, Inc.

2024-02-05 - Sumitomo Mitsui Trust Holdings, Inc. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 22,454,431 shares of UiPath, Inc. (MX:PATH). This represents 4.64 percent ownership of the company. In their previous filing dated 2023-02-03 , Sumitomo Mitsui Trust Holdings, Inc. had reported owning 27,293,681 shares, indicating a decrease of -17.73 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2024-02-05 2024-02-05 13G/A 27,293,681 22,454,431 -17.73 4.64 -20.00
2023-02-03 2023-02-03 13G 27,293,681 5.80

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-04-30 2026-03-31 13F UIPATH INC - COM 90364P105 37,871 0 0.00 420 -32.26 0.0003
2026-01-23 2025-12-31 13F UIPATH INC - COM 90364P105 37,871 720 1.94 621 24.75 0.0004
2025-10-27 2025-09-30 13F UIPATH INC - COM 90364P105 37,151 -1,075,489 -96.66 497 -96.51 0.0003
2025-07-31 2025-06-30 13F UIPATH INC - COM 90364P105 1,112,640 -6,928,956 -86.16 14,242 -82.81 0.0089
2025-04-25 2025-03-31 13F UIPATH INC - COM 90364P105 8,041,596 -4,548,695 -36.13 82,828 -48.24 0.0585
2025-01-28 2024-12-31 13F UIPATH INC - COM 90364P105 12,590,291 -1,579,445 -11.15 160,023 -11.77 0.1080
2024-11-05 2024-09-30 13F UIPATH INC - COM 90364P105 14,169,736 -4,278,571 -23.19 181,373 -22.47 0.1257
2024-07-19 2024-06-30 13F UIPATH INC - COM 90364P105 18,448,307 -863,708 -4.47 233,925 -46.57 0.1727
2024-04-19 2024-03-31 13F UIPATH INC - COM 90364P105 19,312,015 -3,142,416 -13.99 437,803 -21.51 0.3006
2024-01-30 2023-12-31 13F UIPATH INC - COM 90364P105 22,454,431 -3,147,732 -12.29 557,768 27.33 0.4124
2023-10-30 2023-09-30 13F UIPATH INC - COM 90364P105 25,602,163 -633,774 -2.42 438,053 0.76 0.3596
2023-07-31 2023-06-30 13F UIPATH INC - COM 90364P105 26,235,937 -254,888 -0.96 434,729 -6.55 0.3386
2023-04-27 2023-03-31 13F UIPATH INC - COM 90364P105 26,490,825 -802,856 -2.94 465,179 34.09 0.3466
2023-01-30 2022-12-31 13F UIPATH INC - COM 90364P105 27,293,681 -1,899,365 -6.51 346,903 -5.76 0.2747
2022-10-21 2022-09-30 13F UIPATH INC - COM 90364P105 29,193,046 5,169,501 21.52 368,124 -15.76 0.3025
2022-07-26 2022-06-30 13F UIPATH INC - COM 90364P105 24,023,545 24,023,545 436,988 0.3361
2022-04-27 2022-03-31 13F UIPATH INC - COM 90364P105 0 -17,615,356 -100.00 0 -100.00
2022-02-02 2021-12-31 13F UIPATH INC - COM 90364P105 17,615,356 3,500,987 24.80 759,750 2.32 0.4619
2021-10-25 2021-09-30 13F UIPATH INC - COM 90364P105 14,114,369 8,085,723 134.12 742,557 81.32 0.4625
2021-08-02 2021-06-30 13F UIPATH INC - COM 90364P105 6,028,646 6,028,646 409,526 0.2422
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.