Position in PAX
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,810,960
+$522,679 QoQ
Shares Held
143,727
+77.3% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Inspire Investing, LLC holds $6,546,021 across 8 Asset Management names. PAX ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHI |
Federated Hermes, Inc.
|
49,764 | $2,822,116 | |
| 2 | PAX |
Patria Investments Ltd
This page
|
143,727 | $1,810,960 | |
| 3 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
14,034 | $515,749 | |
| 4 | CNS |
Cohen & Steers, Inc.
|
8,234 | $515,036 | |
| 5 | SEIC |
Sei Investments Co
|
5,746 | $450,888 | |
| 6 | AMG |
Affiliated Managers Group, Inc.
|
1,238 | $342,554 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
5,858 | $86,522 | |
| 8 | BEN |
Franklin Resources Inc
|
93 | $2,196 |
All Filings in PAX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,810,960 | 143,727 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,288,281 | 81,075 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $864,605 | 61,494 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||