UiPath: A CEO’s Sales & the Street’s Silence

by

Daniel Dines, the man at the top of UiPath, moved some stock. One hundred and thirty-five thousand shares, to be exact. A couple of million dollars changing hands. January 22nd, 23rd, and 26th. Dates that meant little to the city, but registered on the SEC’s blotter. The question isn’t if he sold, it’s what the street is choosing to ignore.

The Numbers, Cold & Hard

Metric Value
Shares Sold (Direct) 135,000
Transaction Value ~$2.0 Million
Post-Transaction Shares (Direct) 27,893,585
Post-Transaction Shares (Indirect) 9,615,297
Direct Ownership Value ~$415.9 Million

Figures don’t lie, they just don’t tell the whole story. The weighted average price came in around $15.09, according to the filing. Market close on the 26th gave it a slightly different sheen. Details. They always are.

Digging a Little Deeper

The obvious question: was this a fire sale? A desperate scramble for cash? Hardly. Dines still holds a substantial chunk of the company. Nearly 28 million shares directly, another 9.6 million indirectly. Enough to keep him comfortable, if not exactly living on the breadline. This wasn’t a man running from a sinking ship; it was more like trimming the sails.

The sale fits a pattern. He’s been shedding stock steadily since May 2025, averaging around 45,000 shares per transaction. A slow leak, not a burst pipe. The 135,000-share block is just a larger installment in a pre-arranged plan. A Rule 10b5-1 plan, to be precise. The kind that lets you look busy while the market does its thing. Convenient, wouldn’t you say?

What’s interesting is not the selling, but the lack of reaction. The market shrugged. No panic. No sell-off. Just a quiet acceptance. Which suggests either everyone already knew, or nobody cares. And in this town, those are often the same thing.

The Company Itself

Metric Value
Revenue (TTM) $1.55 Billion
Net Income (TTM) $229.66 Million
Employees 3,868
1-Year Price Change -7.99%

UiPath, for those who haven’t been paying attention, is in the automation business. Robots doing the work humans used to do. A tidy concept. They’re servicing the usual suspects: banks, hospitals, government agencies. The kind of clients who like things done efficiently, and don’t ask too many questions. Revenue is healthy, around $1.55 billion for the trailing twelve months. Net income is climbing. They’ve got nearly four thousand employees. The stock took a hit in 2026, down almost 8%. A temporary setback, or a sign of things to come? That’s what we’re here to find out.

The Bottom Line

Dines selling shares isn’t a red flag. It’s not a distress signal. It’s simply a fact. He’s cashing out a portion of his holdings, while still maintaining a significant stake in the company. The market knows this. The analysts know this. And yet, the stock remains stubbornly undervalued. Trading at a discount to its potential. Which, in this town, is an opportunity. A quiet one, perhaps. But an opportunity nonetheless. The silence isn’t alarming; it’s an invitation. And in this game, you learn to listen to the quiet ones.

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2026-02-01 01:33