§ FINANCIAL SERVICES
USD · Financial ServicesPAX
PATRIA INVESTMENTS LTD-A
USDSector · Financial Services
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
90 increased/new, 42 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Capital Research Global Investors | 8.5M | 0.0% | −7% |
| Fidelity Management | 6.7M | 0.0% | −0% |
| Endure Capital Management, LLC | 6.1M | 52.4% | n/a |
| BlackRock, Inc. | 5.9M | 0.0% | +4% |
| Pertento Partners LLP | 5.2M | 4.8% | +16% |
| SAMLYN CAPITAL, LLC | 2.1M | 0.4% | +1% |
◇ AC INTELLIGENCE
Top institutional owners for PAX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER67.6% · 0 holders
OTHER14.0% · 104 holders
QUALITY / COMPOUNDER10.2% · 13 holders
PASSIVE / INDEX4.5% · 7 holders
DEALER / BANK3.0% · 20 holders
INCOME / DEFENSIVE0.2% · 9 holders
SYSTEMATIC / QUANT0.2% · 5 holders
TACTICAL / MACRO0.2% · 3 holders
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for PAX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention PAX yet.