UiPath, Inc.
MX ˙ BMV ˙ US90364P1057
SecurityMX:PATH / UiPath, Inc.
InstitutionWealth Enhancement Advisory Services, Llc
Latest Disclosed Ownership73,742 shares
Latest Disclosed Value $ 828,856
Wealth Enhancement Advisory Services, Llc reports 4.09% decrease in ownership of PATH / UiPath, Inc.

On April 8, 2026 - Wealth Enhancement Advisory Services, Llc filed a 13F-HR form disclosing ownership of 73,742 shares of UiPath, Inc. (MX:PATH) valued at $828,856 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 76,887 shares of UiPath, Inc.. This represents a change in shares of -4.09% 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)
2026-04-08 2026-03-31 13F UIPATH CL A 90364P105 73,742 -3,145 -4.09 829 -37.84 0.0017
2026-01-08 2025-12-31 13F UIPATH CL A 90364P105 76,887 5,632 7.90 1,332 26.26 0.0018
2025-10-29 2025-09-30 13F UIPATH CL A 90364P105 71,255 -158,216 -68.95 1,056 -65.40 0.0016
2025-07-10 2025-06-30 13F UIPATH CL A 90364P105 229,471 105,633 85.30 3,050 139.14 0.0050
2025-04-16 2025-03-31 13F UIPATH CL A 90364P105 123,838 -36,531 -22.78 1,276 -37.44 0.0024
2025-03-17 2024-12-31 13F/A-1 UIPATH CL A 90364P105 160,369 64,900 67.98 2,038 66.78 0.0039
2025-01-10 2024-12-31 13F UIPATH CL A 90364P105 96,217 748 1,232 0.0025
2024-10-24 2024-09-30 13F UIPATH CL A 90364P105 95,469 59,435 164.94 1,222 167.98 0.0026
2024-07-16 2024-06-30 13F UIPATH CL A 90364P105 36,034 5,555 18.23 457 -33.91 0.0011
2024-04-15 2024-03-31 13F UIPATH CL A 90364P105 30,479 4,039 15.28 691 5.18 0.0018
2024-01-30 2023-12-31 13F UIPATH CL A 90364P105 26,440 -4,249 -13.85 657 24.95 0.0019
2023-11-13 2023-09-30 13F UIPATH CL A 90364P105 30,689 30,689 525 0.0017
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.