UiPath, Inc.
MX ˙ BMV ˙ US90364P1057
SecurityMX:PATH / UiPath, Inc.
InstitutionO'shaughnessy Asset Management, Llc
Latest Disclosed Ownership28,508 shares
Latest Disclosed Value $ 316,439
O'shaughnessy Asset Management, Llc reports 58.04% increase in ownership of PATH / UiPath, Inc.

On May 13, 2026 - O'shaughnessy Asset Management, Llc filed a 13F-HR form disclosing ownership of 28,508 shares of UiPath, Inc. (MX:PATH) valued at $316,439 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 18,038 shares of UiPath, Inc.. This represents a change in shares of 58.04% 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)
2026-05-13 2026-03-31 13F UIPATH CL A 90364P105 28,508 10,470 58.04 316 7.12 0.0015
2026-02-11 2025-12-31 13F UIPATH CL A 90364P105 18,038 3,913 27.70 296 56.91 0.0016
2025-11-13 2025-09-30 13F UIPATH CL A 90364P105 14,125 -3,630 -20.44 189 -17.18 0.0011
2025-08-12 2025-06-30 13F UIPATH CL A 90364P105 17,755 2,015 12.80 227 40.12 0.0015
2025-05-13 2025-03-31 13F UIPATH CL A 90364P105 15,740 15,740 162 0.0013
2024-11-12 2024-09-30 13F UIPATH CL A 90364P105 0 -11,148 -100.00 0 -100.00
2024-08-14 2024-06-30 13F UIPATH CL A 90364P105 11,148 -7,700 -40.85 141 -66.98 0.0015
2024-05-13 2024-03-31 13F UIPATH CL A 90364P105 18,848 1,982 11.75 427 2.15 0.0047
2024-02-09 2023-12-31 13F UIPATH CL A 90364P105 16,866 5,019 42.37 419 106.93 0.0056
2023-11-13 2023-09-30 13F UIPATH CL A 90364P105 11,847 11,847 203 0.0030
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.