UiPath, Inc.
PATHFigures shown here come from public SEC filings. Dates beside each section show the available history.
How UiPath, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 7 annual periods. The latest annual period ends Jan 31, 2026. The latest insider filing shown is dated Jun 29, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Callan Family Office, LLC | 2026-03-31 | 23,452 | $260K | SEC filing |
| Raleigh Capital Management Inc. | 2026-03-31 | 12 | $133 | SEC filing |
| Tidal Investments LLC | 2026-03-31 | 638,563 | $7.09M | SEC filing |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2026-03-31 | 73,742 | $829K | SEC filing |
| Vanguard Personalized Indexing Management, LLC | 2026-03-31 | 55,215 | $613K | SEC filing |
| North Star Investment Management Corp. | 2026-03-31 | 2,000 | $22.2K | SEC filing |
| MetLife Investment Management, LLC | 2026-03-31 | 210,225 | $2.33M | SEC filing |
| True Wealth Design, LLC | 2026-03-31 | 184 | $2.04K | SEC filing |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2026-03-31 | 72,201 | $801K | SEC filing |
| Versant Capital Management, Inc | 2026-03-31 | 2,043 | $22.7K | SEC filing |
| Caption Management, LLC | 2026-03-31 | 50,000 | $555K | SEC filing |
| Bogart Wealth, LLC | 2026-03-31 | 346 | $3.84K | SEC filing |
| MIRABELLA FINANCIAL SERVICES LLP | 2026-03-31 | 177,542 | $1.97M | SEC filing |
| Rialto Wealth Management, LLC | 2026-03-31 | 11 | $123 | SEC filing |
| Eddie Patel Inc | 2026-03-31 | 46,954 | $521K | SEC filing |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 2026-03-31 | 50,110 | $556K | SEC filing |
| North Dakota State Investment Board | 2026-03-31 | 11,760 | $131K | SEC filing |
| HHM Wealth Advisors, LLC | 2026-03-31 | 260 | $2.89K | SEC filing |
| Purpose Unlimited Inc. | 2026-03-31 | 1,098 | $12.2K | SEC filing |
| Kestra Advisory Services, LLC | 2026-03-31 | 10,146 | $113K | SEC filing |
120 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-01-26 | Dines Daniel · CEO and Chairman | Class A Commmon Stock | S — Open market or private sale | −45,000 | 15.01 | SEC filing |
| 2026-01-23 | Dines Daniel · CEO and Chairman | Class A Commmon Stock | S — Open market or private sale | −45,000 | 15.23 | SEC filing |
| 2026-01-22 | Dines Daniel · CEO and Chairman | Class A Commmon Stock | S — Open market or private sale | −45,000 | 15.02 | SEC filing |
| 2026-01-15 | Dines Daniel · CEO and Chairman | Class A Commmon Stock | S — Open market or private sale | −45,000 | 15.38 | SEC filing |
| 2026-01-14 | Dines Daniel · CEO and Chairman | Class A Commmon Stock | S — Open market or private sale | −45,000 | 15.68 | SEC filing |
| 2026-01-13 | Dines Daniel · CEO and Chairman | Class A Commmon Stock | S — Open market or private sale | −45,000 | 17.18 | SEC filing |
| 2026-01-12 | Dines Daniel · CEO and Chairman | Class A Commmon Stock | S — Open market or private sale | −45,000 | 16.61 | SEC filing |
| 2026-01-09 | Dines Daniel · CEO and Chairman | Class A Commmon Stock | S — Open market or private sale | −45,000 | 17.17 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-25 | Wong Rich · Director | Class A Common Stock | A — Grant, award, or other acquisition | +19,175 | SEC filing |
| 2026-06-25 | Terrell Karenann K · Director | Class A Common Stock | A — Grant, award, or other acquisition | +19,175 | SEC filing |
| 2026-06-25 | Springer Daniel D. · Director | Class A Common Stock | A — Grant, award, or other acquisition | +19,175 | SEC filing |
| 2026-06-25 | Botteri Philippe · Director | Class A Common Stock | A — Grant, award, or other acquisition | +19,175 | SEC filing |
| 2026-06-25 | Gordon Michael Lawrence · Director | Class A Common Stock | A — Grant, award, or other acquisition | +19,175 | SEC filing |
| 2026-06-25 | Yang June · Director | Class A Common Stock | A — Grant, award, or other acquisition | +19,175 | SEC filing |
| 2026-04-01 | Gupta Ashim · COO & CFO | Class A Common Stock | A — Grant, award, or other acquisition | +306,748 | SEC filing |
| 2026-04-01 | Malpani Raghavendra · CPO & CTO | Class A Common Stock | A — Grant, award, or other acquisition | +159,125 | SEC filing |
Showing 8 of 28 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-03-16 | Dines Daniel · CEO and Chairman | Class A Commmon Stock | J — Other acquisition or disposition | +9,615,297 | SEC filing |
| 2026-03-16 | Dines Daniel · CEO and Chairman | Class A Commmon Stock | J — Other acquisition or disposition | −9,615,297 | SEC filing |
| 2026-03-16 | Dines Daniel · CEO and Chairman | Class A Commmon Stock | J — Other acquisition or disposition | −9,615,297 | SEC filing |
| 2025-12-19 (amended) | Dines Daniel · CEO and Chairman | Class A Common Stock | J — Other acquisition or disposition | +0 | SEC filing |
| 2025-12-18 (amended) | Dines Daniel · CEO and Chairman | Class A Common Stock | J — Other acquisition or disposition | +0 | SEC filing |
| 2025-09-05 | Dines Daniel · CEO and Chairman | Class A Commmon Stock | J — Other acquisition or disposition | +5,000,000 | SEC filing |
| 2025-09-05 | Dines Daniel · CEO and Chairman | Class A Common Stock | J — Other acquisition or disposition | −5,000,000 | SEC filing |
Showing 7 of 7 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.