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Manager record

Convergence Investment Partners, LLC

Palm Beach Gardens, FL · CIK 1456133 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.35BReported 13F valueQ3 2026 · as filed
232Holdings listed
+27.7%vs prior quartervalue change includes market moves
6Quarters on record
Oct 28Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $394.5M$394.5MQ2 2025233 holdingsQ3 2025: $445.6M$445.6MQ3 2025250 holdingsQ4 2025: $502.9M$502.9MQ4 2025242 holdingsQ1 2026: $610.7M$610.7MQ1 2026235 holdingsQ2 2026: $1.1B$1.1BQ2 2026241 holdingsQ3 2026: $1.3B$1.3BQ3 2026232 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 28 2026 13F-HR · period Q3 2026

$1.35B · 232 holdings listed · View original SEC filing ↗
Jul 31 2026 13F-HR · period Q2 2026

$1.06B · 241 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$610.68M · 235 holdings listed · View original SEC filing ↗
Feb 05 2026 13F-HR · period Q4 2025

$502.93M · 242 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$445.56M · 250 holdings listed · View original SEC filing ↗
Aug 01 2025 13F-HR · period Q2 2025

$394.46M · 233 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 28, 2026 · Change methodology