UiPath, Inc.
MX ˙ BMV ˙ US90364P1057
SecurityMX:PATH / UiPath, Inc.
InstitutionJones Financial Companies Lllp
Latest Disclosed Ownership50,901 shares
Latest Disclosed Value $ 544,132
Jones Financial Companies Lllp reports 28.85% increase in ownership of PATH / UiPath, Inc.

On May 15, 2026 - Jones Financial Companies Lllp filed a 13F-HR form disclosing ownership of 50,901 shares of UiPath, Inc. (MX:PATH) valued at $544,132 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 39,503 shares of UiPath, Inc.. This represents a change in shares of 28.85% 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 COMMON STOCK 90364P105 50,901 11,398 28.85 544 -15.92 0.0001
2026-02-17 2025-12-31 13F UIPATH COMMON STOCK 90364P105 39,503 24,505 163.39 647 253.55 0.0004
2025-11-04 2025-09-30 13F UIPATH COMMON STOCK 90364P105 14,998 456 3.14 183 -1.08 0.0001
2025-08-13 2025-06-30 13F UIPATH COMMON STOCK 90364P105 14,542 -1,893 -11.52 185 5.71 0.0001
2025-05-28 2025-03-31 13F/A-1 UIPATH Common Stock 90364P105 16,435 3,692 28.97 176 8.70 0.0002
2025-05-16 2025-03-31 13F UNILEVER PLC ADR 25P ADR (American Depository Receipts) 90364P105 47,755 35,012 2,826 0.0025
2025-02-06 2024-12-31 13F UIPATH COMMON STOCK 90364P105 12,743 10,241 409.31 162 403.13 0.0002
2024-11-12 2024-09-30 13F UIPATH COMMON STOCK 90364P105 2,502 2,402 2,402.00 32 3,100.00 0.0000
2024-08-14 2024-06-30 13F UIPATH COMMON STOCK 90364P105 100 19 23.46 1 0.00 0.0000
2024-05-14 2024-03-31 13F UIPATH COMMON STOCK 90364P105 81 81 2 0.0000
2023-05-11 2023-03-31 13F UiPath COM 90364P105 0 -67 -100.00 0 -100.00
2023-02-13 2022-12-31 13F UiPath COM 90364P105 67 67 1 0.0000
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.