Neuberger Berman Group
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Neuberger Berman Group’s Patria Investments PAX Stock Holding History

Neuberger Berman Group’s Portfolio PAX Stock Details PAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$311K Buy
28,300
+4,710
+20% +$56.2K ﹤0.01% 1992
2026
Q1 		$297K Buy
23,590
+2,897
+14% +$40.8K ﹤0.01% 1840
2025
Q4 		$329K Buy
20,693
+769
+4% +$11.5K ﹤0.01% 1765
2025
Q3 		$291K Sell
19,924
-438
-2% -$6.12K ﹤0.01% 1767
2025
Q2 		$286K Buy
20,362
+2,635
+15% +$31.6K ﹤0.01% 1749
2025
Q1 		$200K Buy
17,727
+5,027
+40% +$58.6K ﹤0.01% 1817
2024
Q4 		$148K Buy
+12,700
New +$150K ﹤0.01% 1825
2021
Q4 		– Sell
-335,635
Closed -$5.47M – 1937
2021
Q3 		$5.47M Buy
335,635
+162,308
+94% +$2.64M ﹤0.01% 935
2021
Q2 		$3.05M Buy
+173,327
New +$2.77M ﹤0.01% 1082

Other funds holding PAX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ECM
Endure Capital Management Austin, Texas $451M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
IMC
Inherent Management Corp New York $258M AUM 15.08% 1-Year Est. Return
ZEP
Zeno Equity Partners London, United Kingdom $269M AUM 6.35% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

Neuberger Berman Group's PAX Position: Q2 2026 in Review

Neuberger Berman Group increased its Patria Investments (PAX) stake by 20% in Q2 2026, buying an estimated $56.2K and bringing the position to 28,300 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

Neuberger Berman Group first reported a position in PAX in Q2 2021 and has held it in 9 quarters since. The position peaked at $5.47M in Q3 2021. 149 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Neuberger Berman Group held 28,300 shares of Patria Investments worth $311K as of Q2 2026.
  • Neuberger Berman Group bought 4,710 Patria Investments shares in Q2 2026, an estimated $56.2K.
  • Patria Investments made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1992 holding.
  • Neuberger Berman Group first reported a position in Patria Investments in Q2 2021 and has held it in 9 quarters since.
  • Neuberger Berman Group's Patria Investments position peaked at $5.47M in Q3 2021.
  • 149 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.