532 hedge funds and large institutions have $3.48B invested in UiPath in 2026 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 196 increasing their positions, 152 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

1.61% less ownership

Funds ownership: 69.91%68.3% (-1.6%)

34% less capital invested

Capital invested by funds: $5.27B → $3.48B (-$1.79B)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
532
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$309M
Puts
$217M
Net Calls
Net Calls Change

Top Buyers

1 +$98.8M
2 +$70.8M
3 +$59M
4
BlackRock
BlackRock
New York
+$35.9M
5
Goldman Sachs
Goldman Sachs
New York
+$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PLU
451
Performa Ltd (US)
South Carolina
$4.26K
PFBT
452
Parkside Financial Bank & Trust
Missouri
$4.25K
BIAS
453
Beacon Investment Advisory Services
New Jersey
$4.25K
BWL
454
Bogart Wealth LLC
Virginia
$3.84K
FMII
455
Farmers & Merchants Investments Inc
Nebraska
$3.77K
PWA
456
Portus Wealth Advisors
North Carolina
$3.35K
WT
457
Whittier Trust
California
$3.02K
CT
458
Clearstead Trust
Maine
$2.92K
HWA
459
HHM Wealth Advisors
Tennessee
$2.89K
RFP
460
Root Financial Partners
California
$2.83K
S
461
Sachetta
Massachusetts
$2.66K
CIAM
462
Caitong International Asset Management
Hong Kong
$2.59K
BMC
463
Bear Mountain Capital
Washington
$2.5K
AAP
464
Arax Advisory Partners
Colorado
$2.44K
RTL
465
Red Tortoise LLC
Georgia
$2.28K
RFG
466
REAP Financial Group
Texas
$2.22K
SWP
467
Strategic Wealth Partners
Ohio
$2.22K
Loomis, Sayles & Company
468
Loomis, Sayles & Company
Massachusetts
$2.19K
PWPS
469
Pinnacle Wealth Planning Services
Ohio
$2.09K
TWD
470
True Wealth Design
Ohio
$2.04K
MAS
471
MPWM Advisory Solutions
Georgia
$2.02K
CI
472
CX Institutional
Indiana
$2K
CCWM
473
Cassaday & Co Wealth Management
Virginia
$1.95K
DWM
474
Dogwood Wealth Management
Kansas
$1.94K
II
475
Inspire Investing
Idaho
$1.79K