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Patria Investments Ltd

PAX
Exchange
Nasdaq
Industry
Investment Advice
SEC CIK
0001825570

In the last 90 days, Patria Investments Ltd insiders filed 0 open-market purchases and 1 sale; 147 institutions reported holding it in 13F filings for Q2 2026, worth $557.0M in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Patria Investments Ltd as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
156
+7 vs. Q3 2025
Shares held
47.8M
+2.46M (+5.4%) vs. Q3 2025
Total value
$759.0M
+$97.5M (+14.7%) vs. Q3 2025
New holders
14
67 more added
Sold out
7
47 more reduced

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PAX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 156 institutions
Q1 2021: 63 institutionsQ2 2021: 51 institutionsQ3 2021: 51 institutionsQ4 2021: 53 institutionsQ1 2022: 52 institutionsQ2 2022: 59 institutionsQ3 2022: 54 institutionsQ4 2022: 61 institutionsQ1 2023: 69 institutionsQ2 2023: 90 institutionsQ3 2023: 95 institutionsQ4 2023: 107 institutionsQ1 2024: 121 institutionsQ2 2024: 122 institutionsQ3 2024: 127 institutionsQ4 2024: 135 institutionsQ1 2025: 141 institutionsQ2 2025: 146 institutionsQ3 2025: 150 institutionsQ4 2025: 156 institutionsQ1 2026: 162 institutionsQ2 2026: 147 institutions
Value heldQ4 2025: $759.0M
Q1 2021: $921.6MQ2 2021: $926.0MQ3 2021: $830.5MQ4 2021: $849.3MQ1 2022: $921.9MQ2 2022: $688.5MQ3 2022: $652.8MQ4 2022: $691.3MQ1 2023: $725.5MQ2 2023: $746.9MQ3 2023: $745.8MQ4 2023: $769.8MQ1 2024: $735.0MQ2 2024: $579.0MQ3 2024: $527.8MQ4 2024: $545.6MQ1 2025: $474.4MQ2 2025: $617.0MQ3 2025: $661.7MQ4 2025: $759.0MQ1 2026: $648.8MQ2 2026: $557.0M
Institutions holding PAX and their total value by quarter
QuarterHoldersValue
Q2 2026147$557.0M
Q1 2026162$648.8M
Q4 2025156$759.0M
Q3 2025150$661.7M
Q2 2025146$617.0M
Q1 2025141$474.4M
Q4 2024135$545.6M
Q3 2024127$527.8M
Q2 2024122$579.0M
Q1 2024121$735.0M
Q4 2023107$769.8M
Q3 202395$745.8M
Q2 202390$746.9M
Q1 202369$725.5M
Q4 202261$691.3M
Q3 202254$652.8M
Q2 202259$688.5M
Q1 202252$921.9M
Q4 202153$849.3M
Q3 202151$830.5M
Q2 202151$926.0M
Q1 202163$921.6M

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Patria Investments Ltd; share changes are against Q3 2025.

Institutions holding PAX in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Research Global Investors9,182,088$145.9M0.03%−28,755−0.3%Reduced
FMR LLC6,652,156$105.7M0.01%+10,941+0.2%Added
BlackRock, Inc.5,641,279$89.6M0.00%+206,811+3.8%Added
Pertento Partners LLP4,483,299$71.2M7.83%+511,327+12.9%Added
Samlyn Capital, LLC2,037,059$32.4M0.52%+50,793+2.6%Added
Mizuho Markets Americas LLC1,500,000$23.8M0.51%00.0%Unchanged
Inherent Management Corp.1,484,199$23.6M12.10%00.0%Unchanged
State Street Corp1,361,241$21.6M0.00%+82,067+6.4%Added
Millennium Management LLC1,357,116$21.6M0.02%+492,009+56.9%Added
Adage Capital Partners GP, L.L.C.1,000,000$15.9M0.02%−293,901−22.7%Reduced
Geode Capital Management, LLC853,986$13.6M0.00%+19,133+2.3%Added
MHR Fund Management LLC800,000$12.7M1.09%00.0%Unchanged
Alliancebernstein L.P.667,172$10.6M0.00%+607,550+1,019.0%Added
UBS Group AG643,545$10.2M0.00%−143,096−18.2%Reduced
Northern Trust Corp598,427$9.51M0.00%−39,070−6.1%Reduced
Zeno Equity Partners LLP590,698$9.39M3.89%+590,698New
Nuveen, LLC471,126$7.49M0.00%−225,150−32.3%Reduced
Vanguard Group Inc453,424$7.20M0.00%+23,430+5.4%Added
Goldman Sachs Group Inc414,999$6.59M0.00%−47,335−10.2%Reduced
Morgan Stanley387,666$6.16M0.00%+157,818+68.7%Added
683 Capital Management, LLC365,000$5.80M0.48%−15,000−3.9%Reduced
Tudor Investment Corp Et Al346,171$5.50M0.03%+115,489+50.1%Added
Grandeur Peak Global Advisors, LLC323,272$5.14M0.69%−71,474−18.1%Reduced
Allianz Asset Management GmbH290,000$4.61M0.01%00.0%Unchanged
Globeflex Capital L P265,553$4.22M0.65%+71,625+36.9%Added
JPMorgan Chase & Co257,143$4.09M0.00%−13,994−5.2%Reduced
Bank of America Corp239,687$3.81M0.00%−112,945−32.0%Reduced
Skandinaviska Enskilda Banken AB (publ)211,182$3.35M0.01%+153,282+264.7%Added
Prudential Financial Inc195,595$3.11M0.00%+195,595New
Invesco Ltd.194,869$3.10M0.00%−39,528−16.9%Reduced
Uniplan Investment Counsel, Inc.187,294$2.98M0.30%+75,935+68.2%Added
Citigroup Inc186,574$2.96M0.00%−74,864−28.6%Reduced
AQR Capital Management LLC170,028$2.70M0.00%+65,689+63.0%Added
Charles Schwab Investment Management Inc165,783$2.63M0.00%+4,101+2.5%Added
Connor, Clark & Lunn Investment Management Ltd.151,361$2.41M0.01%+115,248+319.1%Added
Bank of New York Mellon Corp151,262$2.40M0.00%−890−0.6%Reduced
Robeco Institutional Asset Management B.V.150,000$2.38M0.00%00.0%Unchanged
National Bank of Canada137,776$2.19M0.00%−13,858−9.1%Reduced
Federated Hermes, Inc.135,000$2.15M0.00%00.0%Unchanged
Wells Fargo & Company129,879$2.06M0.00%+67,020+106.6%Added
Creative Planning115,896$1.84M0.00%+27,768+31.5%Added
Aurora Investment Counsel113,042$1.80M0.94%−4,720−4.0%Reduced
Principal Financial Group Inc110,471$1.76M0.00%+34,846+46.1%Added
Barclays PLC103,142$1.64M0.00%+10,415+11.2%Added
Police & Firemen's Retirement System of New Jersey99,966$1.59M0.01%+60,700+154.6%Added
New York State Common Retirement Fund98,268$1.56M0.00%+83,900+583.9%Added
Pictet Asset Management Holding SA95,953$1.52M0.00%+77,453+418.7%Added
Voloridge Investment Management, LLC91,918$1.46M0.01%−98,435−51.7%Reduced
Eagle Harbor Asset Management Inc89,498$1.42M1.18%+1,526+1.7%Added
Rhumbline Advisers83,142$1.32M0.00%−10,492−11.2%Reduced
CWM Advisors, LLC81,075$1.29M0.12%+81,075New
Martingale Asset Management L P78,921$1.25M0.03%−417−0.5%Reduced
TT Capital Management LLC74,350$1.18M0.94%−9,400−11.2%Reduced
Credit Agricole S A73,971$1.18M0.00%00.0%Unchanged
Commonwealth Equity Services, LLC71,400$1.13M0.00%−4,523−6.0%Reduced
Quantinno Capital Management LP64,592$1.03M0.00%+19,639+43.7%Added
LPL Financial LLC57,910$920.2K0.00%−1,495−2.5%Reduced
Deutsche Bank AG56,390$896.0K0.00%+5,237+10.2%Added
STRS Ohio45,200$718.2K0.00%−1,200−2.6%Reduced
HSBC Holdings PLC44,539$708.6K0.00%−1,014−2.2%Reduced
Inceptionr LLC44,009$699.3K0.19%+16,916+62.4%Added
UBS Asset Management Americas Inc42,860$681.0K0.00%+42,860New
Hussman Strategic Advisors, Inc.42,000$667.4K0.16%+42,000New
Legal & General Group Plc39,893$633.7K0.00%+1,463+3.8%Added
Abel Hall, LLC39,361$625.4K0.15%+243+0.6%Added
Bank of Montreal39,250$623.7K0.00%+18,415+88.4%Added
Price T Rowe Associates Inc37,215$592.0K0.00%+2,495+7.2%Added
MetLife Investment Management37,074$589.1K0.00%00.0%Unchanged
Yorktown Management & Research Co Inc34,000$540.3K0.43%00.0%Unchanged
Verition Fund Management LLC33,000$524.4K0.00%−4,873−12.9%Reduced
Aviva PLC32,198$511.6K0.00%−1,785−5.3%Reduced
Toroso Investments, LLC30,826$489.8K0.00%−1,143−3.6%Reduced
Mirae Asset Global ETFs Holdings Ltd.30,745$488.5K0.00%+632+2.1%Added
Ethic Inc.30,179$479.5K0.01%+2,311+8.3%Added
Formidable Asset Management, LLC30,143$479.0K0.07%−1,826−5.7%Reduced
State of Wisconsin Investment Board29,487$468.5K0.00%+3,934+15.4%Added
Quadrant Capital Group LLC26,846$426.6K0.01%+142+0.5%Added
Farther Finance Advisors, LLC26,846$426.6K0.00%+392+1.5%Added
Solstein Capital, LLC26,300$417.9K0.17%00.0%Unchanged
Brookwood Investment Group LLC26,025$413.5K0.05%+109+0.4%Added
SG Americas Securities, LLC25,376$403.0K0.00%+13,792+119.1%Added
Ieq Capital, LLC25,127$399.3K0.00%+9,339+59.2%Added
Engineers Gate Manager LP25,081$398.5K0.00%+25,081New
American Century Companies Inc23,393$371.7K0.00%−279−1.2%Reduced
Quantbot Technologies LP22,388$355.7K0.01%−42,761−65.6%Reduced
Pension & Wealth Management Advisors, Inc.22,088$351.0K0.10%−5,292−19.3%Reduced
Intech Investment Management LLC22,084$350.9K0.00%+2,332+11.8%Added
Teacher Retirement System of Texas21,766$345.9K0.00%+7,043+47.8%Added
Dodge & Cox21,200$336.9K0.00%00.0%Unchanged
Asset Management One Co.,Ltd.20,840$335.1K0.00%−243−1.2%Reduced
Mutual Advisors, LLC20,899$332.1K0.01%+1,918+10.1%Added
Neuberger Berman Group LLC20,693$328.8K0.00%+769+3.9%Added
Wellington Shields Capital Management, LLC20,415$324.4K0.05%−700−3.3%Reduced
Manufacturers Life Insurance Company, The20,273$322.1K0.00%−959−4.5%Reduced
Cerity Partners LLC20,259$321.9K0.00%+7,676+61.0%Added
Wellington Shields & Co., LLC18,400$292.4K0.07%00.0%Unchanged
Public Employees Retirement System of Ohio16,692$265.2K0.00%+2,092+14.3%Added
Mariner, LLC16,528$262.6K0.00%+4,784+40.7%Added
State Board of Administration of Florida Retirement System15,680$249.2K0.00%00.0%Unchanged
Warren Averett Asset Management, LLC15,087$239.7K0.00%+4,722+45.6%Added