Patria Investments Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of PAX?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	4,271,224	2.78%
General Public	19,213,885	12.5%
Institutions	47,816,263	31.2%
Private Companies	82,077,943	53.5%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 3.7%.

Top Shareholders

Top 25 shareholders own 83.77% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
53.5%	Patria Holdings Limited	82,077,943	US$941.4m	0%	no data
7.66%	Capital Research and Management Company	11,751,036	US$134.8m	-9.56%	0.01%
3.9%	FMR LLC	5,976,699	US$68.6m	8.81%	no data
2.87%	BlackRock, Inc.	4,394,872	US$50.4m	26.5%	no data
2.78%	Pablo Echeverria Benitez	4,271,224	US$49.0m	0%	no data
2.24%	Grandeur Peak Global Advisors, LLC	3,435,173	US$39.4m	-5.76%	0.93%
1.98%	Pertento Partners LLP	3,038,551	US$34.9m	0%	4.84%
1.33%	Samlyn Capital, LLC	2,036,320	US$23.4m	-3.01%	0.38%
1.05%	Wellington Management Group LLP	1,610,925	US$18.5m	-0.13%	no data
0.98%	Adage Capital Management, L.P.	1,496,851	US$17.2m	34.3%	0.03%
0.76%	State Street Global Advisors, Inc.	1,165,331	US$13.4m	21.7%	no data
0.61%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	933,847	US$10.7m	86.7%	no data
0.51%	Amitell Capital Pte. Ltd.	776,585	US$8.9m	7.33%	6.2%
0.47%	Millennium Management LLC	719,791	US$8.3m	-26.3%	0.01%
0.44%	Geode Capital Management, LLC	680,447	US$7.8m	0.77%	no data
0.38%	Fidelity International Ltd	576,716	US$6.6m	23.8%	no data
0.35%	Phase 2 Partners, LLC	541,602	US$6.2m	57.7%	3.61%
0.35%	Northern Trust Global Investments	530,419	US$6.1m	33.5%	no data
0.28%	Qube Research & Technologies Ltd	436,257	US$5.0m	86.1%	0.01%
0.26%	The Vanguard Group, Inc.	395,620	US$4.5m	-6.06%	no data
0.26%	Inherent Group, LP	393,898	US$4.5m	0%	4.58%
0.23%	Goldman Sachs Group, Investment Banking and Securities Investments	354,367	US$4.1m	180%	no data
0.21%	JPMorgan Chase & Co, Private Banking and Investment Banking Investments	323,883	US$3.7m	0.14%	no data
0.21%	Citigroup Inc.,Banking and Securities Investments	318,580	US$3.7m	43.9%	no data
0.16%	Goldman Sachs Asset Management, L.P.	244,772	US$2.8m	8.12%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 09:00
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Patria Investments Limited is covered by 11 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Craig Siegenthaler	BofA Global Research
Eduardo Rosman	BTG Pactual
Marcelo Fedato Telles	Credit Suisse