UiPath, Inc.
In the published model solve dated 2026-Q2, anchored at $18.19, UiPath, Inc. (PATH) is priced for today's economics sustained for ~25.0 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed August 7, 2026 from SEC EDGAR filings.
• UiPath earned its first full-year operating profit in the year ended January 31, 2026, then reported its first profitable fiscal first quarter in company history for the three months ended April 30, 2026 [Source: Q1 FY2027 earnings release, May 28, 2026]. • That profit is thin and lumpy: roughly 101 million dollars of operating income over the year through April 30, 2026, of which about 80 million landed in the single November-to-January quarter when upfront license revenue is recognized [Sour
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518 institutional managers reported holding PATH in 13F filings for the quarter ended 2026-03-31. Together they hold about 58% of the company; the top 10 hold 34%. 101 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 126.2M shares were sold short as of the 2026-06-15 count, about 24% of shares outstanding (2.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
PATH has cut its share count 0.6% over the past five years, spending $1.08B on repurchases. It pays no dividend. Cash returned over the past three years: $1.08B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at PATH over the trailing three years. Absence is a fact about the company, not a signal. 11 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
PATH's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-03 | -12.8% | -11.8% |
| 2023-09-08 | +11.7% | -6.4% |
| 2023-12-05 | +26.0% | -6.2% |
| 2024-03-28 | -7.7% | -46.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
PATH's latest 8-K filings: 2026-06-29 (items 5.07); 2026-05-28 (items 2.02, 8.01, 9.01); 2026-03-25 (items 5.02, 7.01, 9.01); 2026-03-11 (items 2.02, 8.01, 9.01); 2025-12-03 (items 2.02).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: August 7, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.