Convergence Investment Partners, LLC

13F filer · CIK 0001456133

Reported Jul 31, 2026

Net buyer this quarter

13F portfolio value$1.06BU.S. long equity reported on 13F

Positions24157 new · 52 closed

Net flow last quarter+$282MBuys minus sells

Top 10 positions weight20.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 31, 2026241 positions
NVDANvidia Corp	$39.4M	3.74%	0.00%	+80.4%	Q1 2015
LRCXLam Research Corp	$28.2M	2.67%	0.01%	+27.7%	Q4 2014
GOOGLAlphabet Inc.	$21M	1.99%	0.00%	+44.5%	Q4 2015
GOOGAlphabet Inc.	$20.7M	1.96%	Not reported	+46.8%	Q4 2015
MUMicron Technology Inc	$20M	1.90%	0.00%	-30.6%	Q2 2013
AMZNAmazon Com Inc	$19.7M	1.87%	0.00%	+57.7%	Q4 2013
DELLDell Technologies Inc.	$17.7M	1.68%	0.01%	-8.8%	Q4 2019
SNDKSandisk Corp	$16.2M	1.53%	0.00%	-25.3%	Q1 2026
CSCOCisco Systems, Inc.	$15.6M	1.48%	0.00%	+71.6%	Q2 2013
AMDAdvanced Micro Devices Inc	$15M	1.43%	0.00%	-35.1%	Q2 2014
AVGOBroadcom Inc.	$13M	1.23%	0.00%	-20.6%	Q1 2018
ADIAnalog Devices Inc	$12.7M	1.20%	0.01%	Not reported	Q1 2018
IBMInternational Business Machines Corp	$11M	1.05%	0.00%	+45.5%	Q2 2013
AMKRAmkor Technology, Inc.	$10.6M	1.00%	0.05%	+97.3%	Q4 2013
METAMeta Platforms, Inc.	$9.86M	0.93%	Not reported	+74.8%	Q1 2014
BMYBristol Myers Squibb Co	$9.81M	0.93%	0.01%	+24.8%	Q2 2017
STTState Street Corp	$9.73M	0.92%	0.02%	+35.9%	Q3 2014
NTRSNorthern Trust Corp	$9.58M	0.91%	0.03%	+52.5%	Q1 2018
BACBank of America Corp	$9.18M	0.87%	0.00%	+45.9%	Q2 2013
TDCTeradata Corp	$9.13M	0.87%	0.28%	+57.5%	Q2 2016
FTNTFortinet, Inc.	$9.07M	0.86%	0.01%	+5.5%	Q2 2017
VLOValero Energy Corp	$9.04M	0.86%	0.01%	+21.9%	Q2 2013
WMTWalmart Inc.	$8.95M	0.85%	0.00%	+46.8%	Q2 2013
MRKMerck & Co., Inc.	$8.79M	0.83%	0.00%	+46.2%	Q2 2013
BNYBank of New York Mellon Corp	$8.63M	0.82%	0.01%	+39.9%	Q3 2014
ANETArista Networks, Inc.	$8.45M	0.80%	0.00%	Not reported	Q3 2022
ADBEAdobe Inc.	$8.3M	0.79%	0.01%	Not reported	Q1 2018
ROKURoku, Inc	$8.28M	0.78%	0.04%	+25.1%	Q4 2020
FLEXFlex Ltd.	$8.28M	0.78%	0.01%	-29.7%	Q2 2025
MPCMarathon Petroleum Corp	$8.17M	0.77%	0.01%	+107.3%	Q2 2013
CIENCiena Corp	$8.12M	0.77%	0.01%	-4.0%	Q1 2018
MMacy's, Inc.	$8.09M	0.77%	0.13%	+196.6%	Q1 2018
SPHRSphere Entertainment Co.	$7.98M	0.76%	Not reported	+40.2%	Q1 2026
AMATApplied Materials Inc	$7.97M	0.76%	0.00%	+911.9%	Q2 2013
VRSNVerisign Inc	$7.77M	0.74%	0.03%	+43.8%	Q1 2015
SMTCSemtech Corp	$7.68M	0.73%	0.05%	Not reported	Q1 2017
JNJJohnson & Johnson	$7.61M	0.72%	0.00%	+83.9%	Q2 2013
APPAppLovin Corp	$7.46M	0.71%	0.00%	+274.7%	Q3 2023
CAHCardinal Health Inc	$7.45M	0.71%	0.01%	+46.8%	Q2 2013
PSXPhillips 66	$7.35M	0.70%	0.01%	+27.7%	Q2 2013
MOAltria Group, Inc.	$7.19M	0.68%	0.01%	+38.0%	Q2 2013
TGTTarget Corp	$7.17M	0.68%	0.01%	Not reported	Q1 2014
ADMArcher-Daniels-Midland Co	$7.08M	0.67%	0.02%	+50.8%	Q3 2013
PNCPNC Financial Services Group, Inc.	$6.93M	0.66%	0.01%	+55.7%	Q2 2013
BFHBread Financial Holdings, Inc.	$6.65M	0.63%	0.16%	+75.3%	Q2 2017
XOMExxonMobil Holdings Corp	$6.59M	0.62%	0.00%	+2.7%	Q2 2013
WDCWestern Digital Corp	$6.42M	0.61%	0.00%	-50.2%	Q1 2018
INCYIncyte Corp	$6.41M	0.61%	0.03%	+82.4%	Q4 2013
AAPLApple Inc.	$6.22M	0.59%	0.00%	-34.6%	Q2 2013
KEYSKeysight Technologies, Inc.	$6.16M	0.58%	0.01%	+202.9%	Q1 2018

Q1 2026Reported May 7, 2026235 positions
NVDANvidia Corp	$19M	3.12%	0.00%	+20.9%	Q1 2015
AVGOBroadcom Inc.	$13.4M	2.19%	0.00%	+38.9%	Q1 2018
GOOGLAlphabet Inc.	$11.7M	1.92%	0.00%	+24.1%	Q4 2015
GOOGAlphabet Inc.	$11.4M	1.87%	Not reported	+29.4%	Q4 2015
AMZNAmazon Com Inc	$10.9M	1.79%	0.00%	+81.4%	Q4 2013
LRCXLam Research Corp	$10.9M	1.78%	0.00%	+29.6%	Q4 2014
TAt&T Inc.	$9.42M	1.54%	0.00%	+33.1%	Q2 2013
MSFTMicrosoft Corp	$8.93M	1.46%	0.00%	+25.6%	Q2 2013
MUMicron Technology Inc	$8.44M	1.38%	0.00%	-27.0%	Q2 2013
AAPLApple Inc.	$8.33M	1.36%	0.00%	+2.4%	Q2 2013
BMYBristol Myers Squibb Co	$8.27M	1.35%	0.01%	+21.7%	Q2 2017
AMDAdvanced Micro Devices Inc	$8.12M	1.33%	0.00%	+2268.3%	Q2 2014
XOMExxonMobil Holdings Corp	$7.96M	1.30%	0.00%	+51.9%	Q2 2013
DELLDell Technologies Inc.	$7.38M	1.21%	0.01%	+237.5%	Q4 2019
VLOValero Energy Corp	$7.03M	1.15%	0.01%	+13.0%	Q2 2013
CIENCiena Corp	$6.7M	1.10%	0.01%	-23.4%	Q1 2018
WMTWalmart Inc.	$6.69M	1.09%	0.00%	+19.4%	Q2 2013
IBMInternational Business Machines Corp	$6.53M	1.07%	0.00%	-15.6%	Q2 2013
PSXPhillips 66	$6.2M	1.02%	0.01%	+50.0%	Q2 2013
SNDKSandisk Corp	$6.06M	0.99%	0.01%	New	Q1 2026
CSCOCisco Systems, Inc.	$6M	0.98%	0.00%	+20.9%	Q2 2013
METAMeta Platforms, Inc.	$5.73M	0.94%	Not reported	-1.1%	Q1 2014
MRKMerck & Co., Inc.	$5.63M	0.92%	0.00%	+16.2%	Q2 2013
WDCWestern Digital Corp	$5.46M	0.89%	0.01%	Not reported	Q1 2018
BACBank of America Corp	$5.38M	0.88%	0.00%	+26.1%	Q2 2013
STTState Street Corp	$5.34M	0.87%	0.02%	+162.3%	Q3 2014
VRSNVerisign Inc	$5.33M	0.87%	0.02%	+48.6%	Q1 2015
BNYBank of New York Mellon Corp	$5.06M	0.83%	0.01%	-24.2%	Q3 2014
NTRSNorthern Trust Corp	$5.05M	0.83%	0.02%	Not reported	Q1 2018
CARGCarGurus, Inc.	$4.81M	0.79%	Not reported	+44.8%	Q1 2022
MOAltria Group, Inc.	$4.78M	0.78%	0.00%	+4.2%	Q2 2013
FLEXFlex Ltd.	$4.76M	0.78%	0.02%	+143.2%	Q2 2025
FTNTFortinet, Inc.	$4.57M	0.75%	0.01%	Not reported	Q2 2017
ROKURoku, Inc	$4.53M	0.74%	0.03%	+0.8%	Q4 2020
CAHCardinal Health Inc	$4.52M	0.74%	0.01%	-18.3%	Q2 2013
ADMArcher-Daniels-Midland Co	$4.47M	0.73%	0.01%	+3.3%	Q3 2013
JPMJPMorgan Chase & Co	$4.4M	0.72%	0.00%	-14.4%	Q2 2013
PATHUiPath, Inc.	$4.4M	0.72%	Not reported	New	Q1 2026
JBLJabil Inc	$4.4M	0.72%	0.02%	-28.3%	Q4 2013
IVZInvesco Ltd.	$4.33M	0.71%	0.04%	+30.7%	Q1 2015
ABBVAbbVie Inc.	$4.32M	0.71%	0.00%	-0.9%	Q2 2013
TDCTeradata Corp	$4.29M	0.70%	0.18%	Not reported	Q2 2016
GILDGilead Sciences, Inc.	$4.16M	0.68%	0.00%	-31.7%	Q3 2014
MDTMedtronic plc	$4.05M	0.66%	0.00%	+82.8%	Q4 2013
JNJJohnson & Johnson	$3.98M	0.65%	0.00%	+33.4%	Q2 2013
SCCOSouthern Copper Corp/	$3.92M	0.64%	0.00%	+64.7%	Q1 2018
EIXEdison International	$3.9M	0.64%	0.01%	+47.9%	Q1 2018
SPHRSphere Entertainment Co.	$3.86M	0.63%	Not reported	New	Q1 2026
LEALear Corp	$3.81M	0.62%	0.06%	+27.2%	Q3 2013
SNEXStoneX Group Inc.	$3.77M	0.62%	0.06%	Not reported	Q4 2022

Q4 2025Reported Feb 5, 2026242 positions
NVDANvidia Corp	$16.8M	3.35%	0.00%	+15.3%	Q1 2015
AVGOBroadcom Inc.	$10.8M	2.14%	0.00%	+9.7%	Q1 2018
GOOGLAlphabet Inc.	$10.3M	2.04%	0.00%	-9.4%	Q4 2015
MUMicron Technology Inc	$9.76M	1.94%	0.00%	+2177.2%	Q2 2013
GOOGAlphabet Inc.	$9.66M	1.92%	Not reported	+31.2%	Q4 2015
IBMInternational Business Machines Corp	$9.46M	1.88%	0.00%	+7.5%	Q2 2013
MSFTMicrosoft Corp	$9.29M	1.85%	0.00%	+16.8%	Q2 2013
AAPLApple Inc.	$8.71M	1.73%	0.00%	-15.4%	Q2 2013
LRCXLam Research Corp	$6.72M	1.34%	0.00%	+5.5%	Q4 2014
METAMeta Platforms, Inc.	$6.69M	1.33%	Not reported	-7.1%	Q1 2014
AMZNAmazon Com Inc	$6.68M	1.33%	0.00%	-15.7%	Q4 2013
BNYBank of New York Mellon Corp	$6.54M	1.30%	0.01%	-5.3%	Q3 2014
TAt&T Inc.	$6.06M	1.21%	0.00%	+18.1%	Q2 2013
BMYBristol Myers Squibb Co	$6.05M	1.20%	0.01%	+10.6%	Q2 2017
AEOAmerican Eagle Outfitters Inc	$5.96M	1.18%	0.13%	-7.2%	Q1 2018
JPMJPMorgan Chase & Co	$5.63M	1.12%	0.00%	+10.0%	Q2 2013
CAHCardinal Health Inc	$5.37M	1.07%	0.01%	-11.4%	Q2 2013
GILDGilead Sciences, Inc.	$5.36M	1.07%	0.00%	+2.9%	Q3 2014
CIENCiena Corp	$5.27M	1.05%	0.02%	+90.1%	Q1 2018
JBLJabil Inc	$5.26M	1.05%	0.02%	+262.9%	Q4 2013
ROKURoku, Inc	$5.16M	1.03%	0.03%	+91.0%	Q4 2020
WMTWalmart Inc.	$5.02M	1.00%	0.00%	+11.1%	Q2 2013
CSCOCisco Systems, Inc.	$4.92M	0.98%	0.00%	+108.9%	Q2 2013
BACBank of America Corp	$4.82M	0.96%	0.00%	+2.0%	Q2 2013
WFCWells Fargo & Company	$4.68M	0.93%	0.00%	+13.6%	Q2 2013
ABBVAbbVie Inc.	$4.58M	0.91%	0.00%	-27.5%	Q2 2013
SYFSynchrony Financial	$4.55M	0.90%	0.02%	+4.5%	Q1 2016
MRKMerck & Co., Inc.	$4.24M	0.84%	0.00%	+78.6%	Q2 2013
VLOValero Energy Corp	$4.1M	0.82%	0.01%	+2.4%	Q2 2013
GMGeneral Motors Co	$4.06M	0.81%	0.01%	+54.2%	Q2 2013
MOAltria Group, Inc.	$4M	0.80%	0.00%	-16.1%	Q2 2013
MPCMarathon Petroleum Corp	$3.88M	0.77%	0.01%	+191.8%	Q2 2013
CARGCarGurus, Inc.	$3.74M	0.74%	Not reported	Not reported	Q1 2022
XOMExxonMobil Holdings Corp	$3.72M	0.74%	0.00%	-0.2%	Q2 2013
IVZInvesco Ltd.	$3.58M	0.71%	0.03%	+3.6%	Q1 2015
APPAppLovin Corp	$3.51M	0.70%	0.00%	-26.8%	Q3 2023
VRSNVerisign Inc	$3.51M	0.70%	0.02%	+33.4%	Q1 2015
QCOMQualcomm Inc	$3.51M	0.70%	0.00%	-0.2%	Q2 2013
ADMArcher-Daniels-Midland Co	$3.42M	0.68%	0.01%	+142.2%	Q3 2013
APHAmphenol Corp	$3.39M	0.67%	0.00%	+30.1%	Q1 2018
ZMZoom Communications, Inc.	$3.36M	0.67%	Not reported	+74.3%	Q3 2020
PEGAPegasystems Inc	$3.31M	0.66%	0.03%	+17.7%	Q4 2013
ADBEAdobe Inc.	$3.26M	0.65%	0.00%	-1.8%	Q1 2018
NRGNRG Energy, Inc.	$3.1M	0.62%	0.01%	+18.3%	Q1 2015
KDKyndryl Holdings, Inc.	$2.99M	0.59%	0.05%	+42.6%	Q4 2021
CATCaterpillar Inc	$2.94M	0.59%	0.00%	-4.1%	Q1 2014
PSXPhillips 66	$2.93M	0.58%	0.01%	-13.8%	Q2 2013
CCitigroup Inc	$2.87M	0.57%	0.00%	+25.8%	Q2 2013
LEALear Corp	$2.83M	0.56%	0.05%	+154.6%	Q3 2013
LADLithia Motors Inc	$2.69M	0.53%	0.03%	+6.1%	Q2 2015

Q3 2025Reported Nov 4, 2025250 positions
NVDANvidia Corp	$14.6M	3.28%	0.00%	+4.8%	Q1 2015
AAPLApple Inc.	$9.64M	2.16%	0.00%	+106.7%	Q2 2013
AVGOBroadcom Inc.	$9.35M	2.10%	0.00%	+1.9%	Q1 2018
GOOGLAlphabet Inc.	$8.8M	1.97%	0.00%	-14.0%	Q4 2015
MSFTMicrosoft Corp	$8.52M	1.91%	0.00%	-4.1%	Q2 2013
IBMInternational Business Machines Corp	$8.38M	1.88%	0.00%	+5.0%	Q2 2013
METAMeta Platforms, Inc.	$8.01M	1.80%	Not reported	-8.9%	Q1 2014
AMZNAmazon Com Inc	$7.54M	1.69%	0.00%	-3.2%	Q4 2013
BNYBank of New York Mellon Corp	$6.48M	1.45%	0.01%	+7.3%	Q3 2014
ABBVAbbVie Inc.	$6.4M	1.44%	0.00%	+11.5%	Q2 2013
TAt&T Inc.	$5.83M	1.31%	0.00%	+12.4%	Q2 2013
GOOGAlphabet Inc.	$5.72M	1.28%	Not reported	+161.2%	Q4 2015
MOAltria Group, Inc.	$5.47M	1.23%	0.00%	+3.4%	Q2 2013
APPAppLovin Corp	$5.12M	1.15%	0.00%	-5.6%	Q3 2023
JPMJPMorgan Chase & Co	$5.01M	1.12%	0.00%	-8.4%	Q2 2013
LRCXLam Research Corp	$4.98M	1.12%	0.00%	+34.3%	Q4 2014
HPEHewlett Packard Enterprise Co	$4.75M	1.07%	0.01%	+188.3%	Q3 2016
GILDGilead Sciences, Inc.	$4.71M	1.06%	0.00%	-23.2%	Q3 2014
CAHCardinal Health Inc	$4.63M	1.04%	0.01%	-5.2%	Q2 2013
BMYBristol Myers Squibb Co	$4.57M	1.03%	0.01%	+32.9%	Q2 2017
BACBank of America Corp	$4.43M	0.99%	0.00%	+8.6%	Q2 2013
VLOValero Energy Corp	$4.19M	0.94%	0.01%	+11.5%	Q2 2013
WMTWalmart Inc.	$4.18M	0.94%	0.00%	-31.4%	Q2 2013
AEOAmerican Eagle Outfitters Inc	$4.16M	0.93%	0.14%	Not reported	Q1 2018
SYFSynchrony Financial	$3.71M	0.83%	0.01%	-8.9%	Q1 2016
WFCWells Fargo & Company	$3.71M	0.83%	0.00%	-6.3%	Q2 2013
PSXPhillips 66	$3.58M	0.80%	0.01%	+114.3%	Q2 2013
XOMExxonMobil Holdings Corp	$3.49M	0.78%	0.00%	+1.7%	Q2 2013
QCOMQualcomm Inc	$3.42M	0.77%	0.00%	-0.3%	Q2 2013
ADBEAdobe Inc.	$3.35M	0.75%	0.00%	Not reported	Q1 2018
FOXFox Corp	$3.26M	0.73%	Not reported	New	Q3 2025
PLTRPalantir Technologies Inc.	$3.15M	0.71%	0.00%	+30.8%	Q4 2023
CVXChevron Corp	$3.06M	0.69%	0.00%	+15.7%	Q2 2013
SEDGSolaredge Technologies, Inc.	$3.03M	0.68%	0.14%	New	Q3 2025
VRSNVerisign Inc	$3.03M	0.68%	0.01%	-6.5%	Q1 2015
IVZInvesco Ltd.	$3.02M	0.68%	0.03%	Not reported	Q1 2015
KLACKla Corp	$2.97M	0.67%	0.00%	-34.3%	Q2 2013
ADIAnalog Devices Inc	$2.88M	0.65%	0.00%	-20.6%	Q1 2018
ANETArista Networks, Inc.	$2.8M	0.63%	0.00%	-37.2%	Q3 2022
PEGAPegasystems Inc	$2.71M	0.61%	0.03%	-3.8%	Q4 2013
NRGNRG Energy, Inc.	$2.66M	0.60%	0.01%	-27.5%	Q1 2015
FLEXFlex Ltd.	$2.66M	0.60%	0.01%	-14.3%	Q2 2025
FFIVF5, Inc.	$2.56M	0.58%	0.01%	+128.1%	Q1 2014
CATCaterpillar Inc	$2.56M	0.57%	0.00%	-4.7%	Q1 2014
CRDOCredo Technology Group Holding Ltd	$2.53M	0.57%	0.01%	-37.6%	Q2 2025
ROKURoku, Inc	$2.49M	0.56%	0.02%	Not reported	Q4 2020
IBKRInteractive Brokers Group, Inc.	$2.47M	0.55%	0.01%	Not reported	Q1 2018
MDTMedtronic plc	$2.44M	0.55%	0.00%	+6.1%	Q4 2013
ADTADT Inc.	$2.42M	0.54%	0.04%	+28.5%	Q4 2022
METMetlife Inc	$2.42M	0.54%	0.00%	+3.7%	Q2 2013

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