SCHEDULE: Bank of America Discloses 2.2% Stake in UiPath

Bank of America Corporation has filed an amendment to its Schedule 13G, disclosing a beneficial ownership of 2.2% of UiPath, Inc.'s Class A common stock as of June 30, 2025.

Summary

• Bank of America Corporation (BAC) filed an Amendment No. 1 to its Schedule 13G regarding its beneficial ownership in UiPath, Inc. (NYSE: PATH) Class A common stock.
• As of June 30, 2025, Bank of America Corporation beneficially owns 10,222,937 shares of UiPath, Inc.'s Class A common stock.
• This ownership represents 2.2% of the total Class A common stock outstanding.
• Bank of America Corporation holds shared voting power over 10,183,823 shares and shared dispositive power over 10,175,577 shares.
• The shares are reported as acquired and held in the ordinary course of business, not for the purpose of changing or influencing control of UiPath, Inc.
• The filing is made by Bank of America Corporation on behalf of itself and its wholly-owned subsidiaries, including BofA Securities, Inc., Bank of America N.A., Merrill Lynch Pierce Fenner & Smith, Inc., U.S. Trust Co of Delaware, Merrill Lynch International, and BofA Securities Europe SA.

Sentiment

Score: 5

Explanation: The filing is a neutral, factual disclosure of beneficial ownership and does not inherently convey positive or negative sentiment regarding the company's performance or outlook.

Positives

• The filing indicates a significant institutional investor, Bank of America Corporation, holds a stake in UiPath, Inc., which can be viewed as a vote of confidence in the company's long-term prospects by a major financial institution.

Negatives

• The filing itself does not contain negative financial or operational information; it is a disclosure of beneficial ownership.

Risks

• The filing does not detail specific risks related to UiPath, Inc.'s operations or financial performance, as it is a beneficial ownership report.

Future Outlook

The filing is a disclosure of current beneficial ownership and does not contain forward-looking statements or guidance regarding UiPath, Inc.'s future performance or Bank of America Corporation's investment strategy beyond the certification that shares are held in the ordinary course of business.

Industry Context

This filing is a routine disclosure for large institutional investors like Bank of America Corporation, reflecting their holdings in public companies. It provides transparency into significant, but non-controlling, stakes held by financial institutions, which is a standard practice in the financial industry for portfolio management and client asset reporting.

Stakeholder Impact

• Provides transparency to existing and potential shareholders regarding the extent of Bank of America Corporation's beneficial ownership in UiPath, Inc.
• Offers insight into institutional investor interest in UiPath, Inc.'s stock.

Key Dates

Keywords

UiPath, Bank of America, Beneficial Ownership, Schedule 13G, Class A Common Stock, Institutional Investor, Robotic Process Automation, RPA, Software