Patria Investments Ltd (PAX) — SEC Filings
Patria Investments Ltd (PAX) — 43 SEC filings. Latest: 6-K (May 7, 2026). Includes 27 6-K, 10 SC 13G/A, 3 SC 13G.
View Patria Investments Ltd on SEC EDGAR
Overview
Patria Investments Ltd (PAX) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 6-K filed on Dec 11, 2025: Patria Investments Limited filed a Form 6-K on December 11, 2025, for the month of December 2025. The filing includes unaudited condensed consolidated interim financial statements as Exhibit 99.1. The company's principal executive office is located in Grand Cayman, Cayman Islands.
Sentiment Summary
Across 43 filings, the sentiment breakdown is: 2 bullish, 41 neutral. The dominant filing sentiment for Patria Investments Ltd is neutral.
Filing Type Overview
Patria Investments Ltd (PAX) has filed 27 6-K, 2 20-F, 10 SC 13G/A, 1 20-F/A, 3 SC 13G with the SEC between Feb 2024 to May 2026.
Filings by Year
Recent SEC Filings (43)
Risk Profile
Risk Assessment: Of PAX's 31 recent filings, 0 were flagged as high-risk, 1 as medium-risk, and 30 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Key Executives
- Ana Cristina Russo
- Pete
- Abigail P. Johnson
Industry Context
Patria Investments Ltd operates in the investment management sector, providing a range of financial services and investment strategies.
Top Tags
sec-filing (7) · 6-k (6) · institutional-ownership (6) · amendment (5) · financial-update (3) · interim-report (3) · 6-K (3) · foreign-private-issuer (3) · financials (3) · reporting (3)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Fee Earning AUM | $70 billion | Target by end of 2027 |
| Fiscal Year End | 2023 | The primary fiscal year covered by the amended 20-F report. |
| Personnel Expenses Correction Year | 2021 | The year for which typographical errors in personnel expenses were corrected. |
| Accounts Receivable Correction Year | 2022 | The year for which typographical errors in accounts receivable and project advances were corrected. |
| Share Repurchase Program | $50M | Maximum amount authorized for buyback |
| SEC File Number | 001-39911 | Identifies the specific SEC filing for Patria Investments Limited. |
| Reporting Period End Date | 20240331 | Indicates the financial period this report pertains to. |
| Filing Date | 2024-04-29 | Date of submission |
| Central Index Key | 0001825570 | SEC identifier |
| Ownership Percentage | 5.0% | Grandeur Peak Global Advisors, LLC's stake in Patria Investments Ltd |
| Shares Beneficially Owned | 10,758,813 | This is the total number of Patria Investments Ltd. common shares Capital Research Global Investors has sole voting and dispositive power over as of December 29, 2023. |
| Percent of Class | 9.999% | Indicates the significant ownership stake FMR LLC and Abigail P. Johnson have in Patria Investments Ltd's Class A Common Stock. |
| Percentage of Class | 7.3% | This represents the proportion of Patria Investments Limited's Common Stock owned by Wellington Management Group LLP, indicating a significant stake. |
| Date of Event | December 29, 2023 | This is the specific date when the ownership stake was calculated, providing a clear snapshot of the holdings. |
Forward-Looking Statements
- {"claim":"Grandeur Peak Global Advisors, LLC will maintain a passive investment stance in Patria Investments Ltd.","entity":"Grandeur Peak Global Advisors, LLC","targetDate":"Next 12 months","confidence":"high"}
- {"claim":"Patria Investments Ltd may see increased investor interest due to BlackRock's disclosed stake.","entity":"Patria Investments Ltd","targetDate":"Q1 2024","confidence":"medium"}
- {"claim":"BlackRock will maintain its passive stake in Patria Investments Ltd for the foreseeable future.","entity":"BlackRock Inc.","targetDate":"Q4 2024","confidence":"high"}
- {"claim":"Capital Research Global Investors will maintain a significant stake in Patria Investments Ltd. for the foreseeable future.","entity":"Capital Research Global Investors","targetDate":"December 29, 2024","confidence":"high"}
- {"claim":"FMR LLC will maintain a significant ownership stake in Patria Investments Ltd for the foreseeable future.","entity":"FMR LLC","targetDate":"2025-02-09","confidence":"high"}
Frequently Asked Questions
What are the latest SEC filings for Patria Investments Ltd (PAX)?
Patria Investments Ltd has 43 recent SEC filings from Feb 2024 to May 2026, including 27 6-K, 10 SC 13G/A, 3 SC 13G. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of PAX filings?
Across 43 filings, the sentiment breakdown is: 2 bullish, 41 neutral. The dominant sentiment is neutral.
Where can I find Patria Investments Ltd SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Patria Investments Ltd (PAX) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Patria Investments Ltd?
Financial highlights for Patria Investments Ltd are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.
What is the investment thesis for PAX?
The investment thesis for PAX includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Patria Investments Ltd?
Key executives identified across Patria Investments Ltd's filings include Ana Cristina Russo, Pete, Abigail P. Johnson.
What are the main risk factors for Patria Investments Ltd stock?
Of PAX's 31 assessed filings, 0 were flagged high-risk, 1 medium-risk, and 30 low-risk.
What are recent predictions and forward guidance from Patria Investments Ltd?
Recent forward-looking statements from Patria Investments Ltd include guidance on {"claim":"Grandeur Peak Global Advisors, LLC will maintain a passive investment stance in Patria Investments Ltd.","enti and 4 other predictions.