Convergence Investment Partners, LLC
All 13F Filings
- Location
- Palm Beach Gardens, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,055,004
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 241 | 1,055,004 | 13F-HR | Convergence Investment Partners, LLC |
| Q1 2026 | 5/7/2026 | 235 | 610,681 | 13F-HR | Convergence Investment Partners, LLC |
| Q4 2025 | 2/5/2026 | 242 | 502,930 | 13F-HR | Convergence Investment Partners, LLC |
| Q3 2025 | 11/4/2025 | 250 | 445,557 | 13F-HR | Convergence Investment Partners, LLC |
| Q2 2025 | 8/1/2025 | 233 | 394,461 | 13F-HR | Convergence Investment Partners, LLC |
| Q1 2014 | 5/8/2014 | 364 | 657,604 | 13F-HR | Convergence Investment Partners, LLC |
| Q4 2013 | 2/14/2014 | 374 | 615,604 | 13F-HR | Convergence Investment Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.048 M | 99.3% | 444.4 K | 0 | 444.4 K |
| ETFs | 1.483 K | 0.1% | 0 | 2.848 K | -2.848 K |
| Other | 5.702 K | 0.5% | 2.812 K | 0 | 2.812 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
1,055,004
Holdings
241
QoQ value change ($000)
444,323
(72.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.