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PAX Patria Investments (PAX) Insider Trading, Ownership & Congress Trades

Financial Services · Investment advice · CIK 0001825570
SEC filings
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
86
13F, latest reported quarter

What the filings say about PAX

Insiders, 180 days
+$2.6M net bought
1 buyer · 1 seller · 0% of sales under a 10b5-1 plan

Patria Investments insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Patria Investments Ltd insiders bought a net $2.6M of stock across 14 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-27.

Foreign private issuer: most of its insiders are exempt from SEC Form 4, but some still file it; those filings are listed below, and the record may be incomplete.

Insider
Filed
Shares
Value
Since filing
CEO of Global Private Markets
SELL
2026-08-24 SECtraded 2026-08-06
7,004
$79.1K
-0.3%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Apr 14, 2026.
  • The trade is 1.6% of the 443,178 shares held after it.
  • No other insider sold within 30 days.
  • 86 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CEO of Global Private Markets D'Ippolito Marco Nicola sold about $79.1K of PAX on Aug 6, 2026; 86 funds added in the latest 13F quarter.
BUY
2026-06-05 SEC
50,000
$573.0K
+4.5%
Context
  • 11 earlier Form 4 trades (code P or S) here by this insider (11 buys), the last on Jun 3, 2026.
  • +2.9% median (+2.4% mean) 90-day return after 10 previous buys.
  • The trade is 21.3% of the 235,000 shares held after it.
  • No other insider bought within 30 days.
  • 86 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Neto Olimpio Matarazzo bought about $573.0K of PAX on Jun 5, 2026, the largest insider purchase at the company on our record; 86 funds added in the latest 13F quarter.
BUY
2026-06-05 SECtraded 2026-06-03
35,000
$389.9K
+4.5%
Context
  • 9 earlier Form 4 trades (code P or S) here by this insider (9 buys), the last on Jun 2, 2026.
  • +2.9% median (+2.5% mean) 90-day return after 9 previous buys.
  • The trade is 18.9% of the 185,000 shares held after it.
  • No other insider bought within 30 days.
  • 86 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Neto Olimpio Matarazzo bought about $389.9K of PAX on Jun 3, 2026, the largest insider purchase at the company on our record; 86 funds added in the latest 13F quarter.
BUY
2026-06-05 SECtraded 2026-06-03
15,000
$166.3K
+4.5%
Context
  • 9 earlier Form 4 trades (code P or S) here by this insider (9 buys), the last on Jun 2, 2026.
  • +2.9% median (+2.5% mean) 90-day return after 9 previous buys.
  • The trade is 10.0% of the 150,000 shares held after it.
  • No other insider bought within 30 days.
  • 86 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Neto Olimpio Matarazzo bought about $166.3K of PAX on Jun 3, 2026; 86 funds added in the latest 13F quarter.
BUY
2026-06-03 SECtraded 2026-06-02
15,000
$176.1K
+3.5%
Context
  • 8 earlier Form 4 trades (code P or S) here by this insider (8 buys), the last on Jun 1, 2026.
  • +3.0% median (+2.9% mean) 90-day return after 8 previous buys.
  • The trade is 11.1% of the 135,000 shares held after it.
  • No other insider bought within 30 days.
  • 86 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Neto Olimpio Matarazzo bought about $176.1K of PAX on Jun 2, 2026, the largest insider purchase at the company on our record; 86 funds added in the latest 13F quarter.
14 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Showing the latest few. to see 9 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net +$2.6M over 180 days
-$79.1K over 90 days
more than 95% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
86 funds bought in last quarter
more than 56% of Financial Services
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
no share repurchases reported
Short interest
8.0% of the float short (float per yahoo 2026-10-26) · 5.2 days to cover · settled 2026-09-30
What changed in the last 30 days
Oct 27Insider buying stopped: no purchases in 90 days after 12 in the prior 90
Why it matters
The absence is the signal: 12 purchases in one 90-day window and none in the next is a change of behaviour, not a filing.

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The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-15.8%12M
-28%-12%+5%+21%2025-102025-122026-022026-042026-062026-082026-10 2026-06-05 · Neto Olimpio Matarazzo bought $573.0K2026-06-03 · Neto Olimpio Matarazzo bought $389.9K2026-06-02 · Neto Olimpio Matarazzo bought $176.1K2026-06-01 · Neto Olimpio Matarazzo bought $173.8K2026-05-28 · Neto Olimpio Matarazzo bought $172.5K2026-05-27 · Neto Olimpio Matarazzo bought $172.2K2026-05-29 · Neto Olimpio Matarazzo bought $171.9K2026-05-15 · Neto Olimpio Matarazzo bought $171.0K2026-05-26 · Neto Olimpio Matarazzo bought $169.7K2026-05-21 · Neto Olimpio Matarazzo bought $167.1K2026-06-03 · Neto Olimpio Matarazzo bought $166.3K2026-05-20 · Neto Olimpio Matarazzo bought $164.8K2026-04-14 · D'Ippolito Marco Nicola sold $86.7K2026-08-06 · D'Ippolito Marco Nicola sold $79.1K2026-02-26 · Patria Holdings Limited filed a 5%+ stake (56.0%)2026-02-26 · SPV PHL filed a 5%+ stake (26.6%)2026-02-26 · Olimpio Matarazzo Neto filed a 5%+ stake (56.0%)2026-02-26 · Alexandre Teixeira de Assumpcao Saigh filed a 5%+ stake (56.0%)
Insider buyInsider sell13D/G stake
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns PAX: institutional holders (13F)

13F holdings, latest reported quarter
6,832,652 sh
$75.0M
5,854,346 sh
$64.3M
$58.7M

Congress trades in PAX

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

13D: intends to influence · 13G: passive
Patria Holdings Limited
Activist 13D · 2026-02-26
56.0%
SPV PHL
Activist 13D · 2026-02-26
26.6%
Olimpio Matarazzo Neto
Activist 13D · 2026-02-26
56.0%
Alexandre Teixeira de Assumpcao Saigh
Activist 13D · 2026-02-26
56.0%

PAX planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

PAX mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
iShares MSCI Brazil Small-Cap ETF
$3.2M position · as of 2026-05-31
1.3%
Inspire Fidelis Multi Factor ETF
$1.9M position · as of 2026-05-31
0.9%
Invesco Global Listed Private Equity ETF
$1.6M position · as of 2026-07-31
0.7%
YORKTOWN GROWTH FUND
$367.9K position · as of 2026-07-31
0.3%
Invesco Russell 2000 Dynamic Multifactor ETF
$459.7K position · as of 2026-05-31
0.2%
Dodge & Cox Emerging Markets Stock Fund
$1.3M position · as of 2026-06-30
0.1%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $2.6M bought by insiders over 180 days, 86 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Same sector, ranked by filing activity
Sector by SEC SIC code

PAX financials

Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2024-122023-122022-122021-12
Gross profitn/an/an/a$148.8M
Net income$75.7M$120.8M$94.1M$121.2M
SEC XBRL, fiscal years, as known on 2026-10-27

PAX Stock Sonar score 3/7 axes

Find similar shapesCompare

PAX ranks highest on insider conviction (76th percentile) and institutional and government (56th), and lowest on risk and compliance (25th), among Financial Services peers.

Insider conviction
76
Inputs
  • Net Form 4 buying (codes P and S), 180d$2.6M · 94 pct, sector of 161
  • Insider buyers, 180d1 · 57 pct, sector of 165
Institutional and government
56
Inputs
  • Funds adding, latest quarter86 · 56 pct, sector of 278
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
25
Inputs
  • Short interest, % of float+8.0% · 25 pct, sector of 390
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
4 not measured: Profitability, Financial health, Growth, US patents
  • Profitability needs 2 of 4 inputs, 0 present: fewer than four consecutive quarters of net income; fewer than four consecutive quarters of operating income
  • Financial health needs 1 of 2 inputs, 0 present: no debt line filed
  • Growth needs 1 of 2 inputs, 0 present: no backlog line filed, or no year-earlier backlog; no revenue for this year and the year before
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

3 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

PAX filings, in plain words

Are Patria Investments insiders buying or selling PAX?

In the 180 days to 2026-10-27, Patria Investments insiders were net buyers, a net $2.6M: $2.7M of purchases and $79.1K of sales reported on Form 4, by 1 buyer and 1 seller.

Read the full summary

In the 180 days to 2026-10-27, Patria Investments insiders were net buyers of PAX, a net $2.6M across purchases and sales reported on Form 4 by 1 buyer and 1 seller. Purchases outweighed sales more than tenfold by value. The latest 5% ownership filing is a 13D by Patria Holdings Limited, filed 2026-02-26, for 56.0% of the class. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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