5 institutions reported holding $69,163 of Patria Investments Ltd (PAX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Roxbury Financial LLC ($50,947), Versant Capital Management, Inc ($11,771), GAMMA Investing LLC ($5,918), MassMutual Private Wealth & Trust, FSB ($527), BEACON INVESTMENT ADVISORY SERVICES, INC. ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Roxbury Financial LLC | $50,947 | 4,640 | Trimmed |
| 2 | Versant Capital Management, Inc | $11,771 | 1,072 | Hold |
| 3 | GAMMA Investing LLC | $5,918 | 539 | Trimmed |
| 4 | MassMutual Private Wealth & Trust, FSB | $527 | 48 | Trimmed |
| 5 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30