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
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 $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECM
Endure Capital Management Austin, Texas $144M AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $942M AUM 36.36% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $3.6B AUM 25.21% 1-Year Est. Return
ZEP
Zeno Equity Partners London, United Kingdom $246M AUM 5.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return