undamentalytics Newsletter

Patria Investments Ltd: which funds bought and sold

Institutions that bought and sold Patria Investments shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 83 institutions that filed 13F reports for both quarters added to or opened positions in Patria Investments, and 70 cut or closed them. Together they sold a net 459K shares, −0.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.7M shares (−13.8%); index fund managers were net buyers of 217K shares (+2.4%). 19 opened a new position and 31 sold out entirely.

Bought, Q2 2026 83 institutions, 19 of them new holders Sold, Q2 2026 70 institutions, 31 of them sold out
Net change, all compared −459K shares (−0.9%)
Net change, active managers −2.7M shares (−13.8%), 12 bought, 12 sold

Buyers versus sellers

institutions compared, 176
Active managers and hedge funds 12 bought · 12 sold · −2.7M
Index fund managers 5 bought · 3 sold · +217K
Other institutions 66 bought · 55 sold · +2.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Fourth Sail Capital LP +1.4M New position 1.4M $15.1M
Zeno Equity Partners LLP +352K +26.1% 1.7M $18.7M
Endure Capital Management, LLC +319K +5.3% 6.4M $70M
UBS Group AG +294K +32.0% 1.2M $13.3M
Bank Of America Corp +272K +110.2% 518K $5.7M
Goldman Sachs Group Inc +185K +36.9% 688K $7.6M
FMR LLC Active manager +181K +2.7% 6.8M $75M
AQR Capital Management LLC Hedge fund +174K +107.9% 335K $3.7M
Pertento Partners LLP +138K +2.6% 5.3M $58.7M
Point72 Asset Management, L.P. Hedge fund +118K New position 118K $1.3M
Morgan Stanley +107K +32.7% 433K $4.8M
Mhr Fund Management LLC +100K +11.1% 1.0M $11M
Geode Capital Management, LLC Index funds +87K +9.9% 962K $10.6M
State Street Corp Index funds +78K +5.9% 1.4M $15.3M
Gsa Capital Partners LLP +72K New position 72K $787,000
National Bank Of Canada +67K +64.6% 170K $1.9M
Y-Intercept (Hong Kong) Ltd +65K +68.5% 160K $1.8M
Dodge & Cox Active manager +63K +120.0% 116K $1.3M
Vanguard Portfolio Management LLC Index funds +60K +15.2% 451K $5M
Quantinno Capital Management LP +59K +103.7% 116K $1.3M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Samlyn Capital, LLC Hedge fund −2.1M Sold out 0 —
Capital Research Global Investors Active manager −731K −8.6% 7.8M $85.6M
Globeflex Capital L P −244K −81.8% 54K $597,488
Renaissance Technologies LLC Hedge fund −236K Sold out 0 —
Robeco Institutional Asset Management B.V. −150K Sold out 0 —
Credit Agricole S A −149K Sold out 0 —
Inspire Investing, LLC −144K Sold out 0 —
HRT Financial LP −115K −31.8% 248K $2.7M
Jackson Creek Investment Advisors LLC −112K Sold out 0 —
Point Nemo Capital, LLC −106K −99.8% 224 $2,460
Citadel Advisors LLC Hedge fund −105K Sold out 0 —
Tudor Investment Corp Et Al Hedge fund −92K Sold out 0 —
Hussman Strategic Advisors, Inc. −84K Sold out 0 —
Grandeur Peak Global Advisors, LLC −80K Sold out 0 —
Martingale Asset Management L P Active manager −76K Sold out 0 —
Police & Firemen'S Retirement System Of New Jersey −67K −76.2% 21K $231,590
Royal Bank Of Canada −66K −97.1% 1,988 $22,000
Quadrant Capital Group LLC −63K Sold out 0 —
Qube Research & Technologies Ltd Hedge fund −50K −21.0% 187K $2.1M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −42K −92.5% 3,450 $37,881

New positions

largest by value
InstitutionSharesValue June 30, 2026
Fourth Sail Capital LP 1.4M $15.1M
Point72 Asset Management, L.P.Hedge fund 118K $1.3M
Gsa Capital Partners LLP 72K $787,000
Summittx Capital, L.P. 39K $432,744
Balyasny Asset Management L.P.Hedge fund 33K $357,234
Squarepoint Ops LLCHedge fund 22K $239,013
Spx Gestao De Recursos Ltda 19K $203,569
Campbell & Co Investment Adviser LLC 14K $155,378
Aquatic Capital Management LLC 13K $145,386
Tokio Marine Asset Management Co Ltd 11K $117,266

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Samlyn Capital, LLCHedge fund 2.1M $25.9M
Renaissance Technologies LLCHedge fund 236K $3M
Robeco Institutional Asset Management B.V. 150K $1.9M
Credit Agricole S A 149K $1.9M
Inspire Investing, LLC 144K $1.8M
Jackson Creek Investment Advisors LLC 112K $1.4M
Citadel Advisors LLCHedge fund 105K $1.3M
Tudor Investment Corp Et AlHedge fund 92K $1.2M
Hussman Strategic Advisors, Inc. 84K $1.1M
Grandeur Peak Global Advisors, LLC 80K $1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
146
Ten largest holders
77.3%
of 13F-reported shares
Index fund managers
18.6%
of 13F-reported shares
Active managers and hedge funds
33.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 12 12 4 6 −2.7M −13.8%
Index fund managers 5 3 0 0 +217K +2.4%
Other institutions 66 55 15 25 +2.0M +9.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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