Algert Global LLC Grows Stock Position in UiPath, Inc. $PATH

Algert Global LLC increased its stake in UiPath, Inc. (NYSE:PATH) by 215.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 778,495 shares of the company’s stock after acquiring an additional 531,780 shares during the period. Algert Global LLC owned about 0.15% of UiPath worth $10,416,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Twin Peaks Wealth Advisors LLC bought a new stake in shares of UiPath in the second quarter worth about $28,000. Covestor Ltd raised its position in UiPath by 17.7% during the 3rd quarter. Covestor Ltd now owns 6,522 shares of the company’s stock valued at $87,000 after purchasing an additional 981 shares during the last quarter. CX Institutional raised its position in UiPath by 37.4% during the 3rd quarter. CX Institutional now owns 6,888 shares of the company’s stock valued at $92,000 after purchasing an additional 1,874 shares during the last quarter. Newbridge Financial Services Group Inc. lifted its holdings in UiPath by 1,400.0% in the 3rd quarter. Newbridge Financial Services Group Inc. now owns 7,500 shares of the company’s stock worth $100,000 after buying an additional 7,000 shares during the period. Finally, Wilmington Savings Fund Society FSB lifted its stake in UiPath by 507.0% in the third quarter. Wilmington Savings Fund Society FSB now owns 7,502 shares of the company’s stock worth $100,000 after acquiring an additional 6,266 shares during the period. 62.50% of the stock is currently owned by institutional investors.

Key UiPath News

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: Strong Q4 and FY26 results: revenue and EPS topped estimates, ARR near $1.85B, 86% gross margins, robust free cash flow and UiPath’s first full‑year GAAP profit — supporting the company’s financial credibility. Is PATH Stock a Hold After Q4 Beat, Buybacks, and Margin Gains?
• Positive Sentiment: Buybacks and capital returns: management completed a ~$1B repurchase and authorized a new $500M program — a direct shareholder-return lever that can support the stock. Is PATH Stock a Hold After Q4 Beat, Buybacks, and Margin Gains?
• Positive Sentiment: Agentic AI and platform momentum: UiPath is pushing a unified, agentic automation platform that management says is driving platform‑level efficiency, deeper enterprise adoption and ARR expansion. This is the core growth narrative investors watch. UiPath’s AI Automation Model is Driving Platform-Level Efficiency
• Positive Sentiment: Strategic partnerships expanding agentic use cases: UiPath and Deloitte expanded their alliance to launch an Agentic ERP service, which can accelerate enterprise deployments in target verticals. UiPath Expands Strategic Alliance with Deloitte to Launch Agentic ERP
• Neutral Sentiment: Q1 revenue midpoint slightly above estimates: near‑term guidance for the next quarter was modestly above consensus at the midpoint, giving a mixed signal versus the weaker full‑year guide. UiPath Valuation Check As Q4 Results And New Agentic AI Milestones Draw Investor Focus
• Neutral Sentiment: Technicals and institutional activity: some analysts and market commentators see the post‑earnings pullback as a buying opportunity with institutional accumulation noted — but that’s contingent on execution. UiPath Fell on Good News—That Could Be the Opportunity
• Negative Sentiment: Guidance tempered full‑year outlook: management guided to slower FY27 revenue growth (implying roughly ~10% top‑line growth), which triggered investor concern and weighed on the stock despite the quarter beat. UiPath Guides for Slower Full-Year Revenue Growth
• Negative Sentiment: Retention and adoption questions: commentary and analyst notes flagged customer retention and the speed at which AI automation translates to faster growth — a risk to upside if adoption stalls. UiPath Inc (PATH) Q4 2026 Earnings Call Highlights
• Negative Sentiment: Analyst price‑target cuts and mixed ratings: several brokers trimmed targets or shifted to neutral/equal‑weight after results (Wells Fargo, Mizuho, DA Davidson, TD Cowen, Truist, etc.), increasing near‑term headwinds for sentiment. Analyst Price Target and Rating Changes

UiPath Stock Performance

NYSE PATH opened at $11.58 on Monday. UiPath, Inc. has a one year low of $9.38 and a one year high of $19.84. The stock has a 50-day moving average of $12.97 and a 200 day moving average of $14.02. The company has a market capitalization of $6.19 billion, a price-to-earnings ratio of 22.27, a PEG ratio of 2.18 and a beta of 1.09.

UiPath (NYSE:PATH) last posted its earnings results on Wednesday, March 11th. The company reported $0.30 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.25 by $0.05. The business had revenue of $481.11 million for the quarter, compared to analysts’ expectations of $464.81 million. UiPath had a net margin of 17.53% and a return on equity of 5.69%. The business’s revenue for the quarter was up 13.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.26 EPS. On average, equities analysts predict that UiPath, Inc. will post -0.17 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities analysts recently issued reports on the stock. Wells Fargo & Company reduced their price target on shares of UiPath from $14.00 to $13.00 and set an “equal weight” rating on the stock in a research report on Thursday. Royal Bank Of Canada set a $14.00 target price on UiPath in a research report on Wednesday, February 11th. Weiss Ratings reissued a “hold (c)” rating on shares of UiPath in a research report on Monday, December 29th. Zacks Research lowered shares of UiPath from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 6th. Finally, BMO Capital Markets reaffirmed a “market perform” rating on shares of UiPath in a research note on Friday. Three analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, UiPath has a consensus rating of “Hold” and a consensus price target of $14.27.

Insiders Place Their Bets

In other UiPath news, CFO Ashim Gupta sold 67,468 shares of the business’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $16.10, for a total transaction of $1,086,234.80. Following the completion of the sale, the chief financial officer directly owned 557,028 shares in the company, valued at approximately $8,968,150.80. The trade was a 10.80% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Daniel Dines sold 45,000 shares of the stock in a transaction on Monday, January 26th. The shares were sold at an average price of $15.01, for a total value of $675,450.00. Following the transaction, the chief executive officer directly owned 27,893,585 shares in the company, valued at $418,682,710.85. The trade was a 0.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 742,468 shares of company stock valued at $12,083,785. Company insiders own 23.19% of the company’s stock.

About UiPath

UiPath Inc provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally. The company offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. Its platform's embedded AI, ML, and NLP capabilities improve decisioning and information processing; emulate human behavior allows organizations to address a myriad of use cases; emulate human behavior allows organizations to address a myriad of use cases; multi-tenant platform enterprise deployment with security and governance and Automation Cloud, which enables customers to begin automating without the need to provision infrastructure, install applications, or perform additional configurations; intuitive interface and low-code, drag-and-drop functionality; signed to enable people and automations to work together; and tracks, measures, and forecasts the performance of automations, enables customers to gain powerful insights and generate key performance indicators with actionable metric.