Current Market Value 394,461,498
Current Holdings 233
Most Recent File Date 2025-08-01
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Convergence Investment Partners, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-01 2025-06-30 13F-HR 233 394,461
2025-05-06 2025-03-31 13F-HR 237 361,291
2025-01-31 2024-12-31 13F-HR 250 447,410
2024-10-29 2024-09-30 13F-HR 237 370,749
2024-08-01 2024-06-30 13F-HR 241 342,161
2024-05-03 2024-03-31 13F-HR 245 261
2024-02-05 2023-12-31 13F-HR 191 191
2023-11-02 2023-09-30 13F-HR 162 169
2023-07-26 2023-06-30 13F-HR 168 174
2023-05-09 2023-03-31 13F-HR 177 170
2023-02-03 2022-12-31 13F-HR 205 168,758
2022-11-08 2022-09-30 13F-HR 199 153,143
2022-08-05 2022-06-30 13F-HR 202 165,285
2022-04-26 2022-03-31 13F-HR 212 193,954
2022-01-25 2021-12-31 13F-HR 223 196,318
2021-10-25 2021-09-30 13F-HR 224 186,190
2021-07-19 2021-06-30 13F-HR 246 232,517
2021-04-30 2021-03-31 13F-HR 245 218,740
2021-02-05 2020-12-31 13F-HR 227 198,553
2020-10-28 2020-09-30 13F-HR 229 287,447
2020-07-30 2020-06-30 13F-HR 210 290,866
2020-04-23 2020-03-31 13F-HR 206 228,527
2020-01-22 2019-12-31 13F-HR 222 351,699
2019-10-22 2019-09-30 13F-HR 294 358,968
2019-07-23 2019-06-30 13F-HR 296 413,871
2019-05-01 2019-03-31 13F-HR 304 458,086
2019-02-13 2018-12-31 13F-HR 305 435,247
2018-11-13 2018-09-30 13F-HR 305 490,503
2018-08-07 2018-06-30 13F-HR 303 716,458
2018-05-14 2018-03-31 13F-HR 1039 767,627
2018-01-16 2017-12-31 13F-HR 292 744,791
2017-11-13 2017-09-30 13F-HR 313 705,850
2017-08-02 2017-06-30 13F-HR 338 683,665
2017-05-15 2017-03-31 13F-HR 331 712,272
2017-02-13 2016-12-31 13F-HR 307 725,050
2016-11-10 2016-09-30 13F-HR 324 677,659
2016-08-10 2016-06-30 13F-HR 308 726,558
2016-05-16 2016-03-31 13F-HR/A 1 R 323 840,296
2016-05-11 2016-03-31 13F-HR 323 840,296
2016-02-12 2015-12-31 13F-HR 313 891,243
2015-11-16 2015-09-30 13F-HR 333 871,355
2015-08-05 2015-06-30 13F-HR 350 1,014,703
2015-05-01 2015-03-31 13F-HR 359 720,162
2015-02-11 2014-12-31 13F-HR 351 747,022
2014-11-12 2014-09-30 13F-HR 357 729,296
2014-08-13 2014-06-30 13F-HR 364 757,834
2014-05-08 2014-03-31 13F-HR 364 657,604
2014-02-14 2013-12-31 13F-HR 374 615,604
2013-11-14 2013-09-30 13F-HR 310 472,819
2013-08-19 2013-06-30 13F-HR 323 385,207