Convergence Investment Partners, LLC

Position in CNC — Centene Corp

CIK 1456133 PALM BEACH GARDENS, FL

Position in CNC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$4,683,109

+$3,684,140 QoQ

Shares Held

72,957

+296.4% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#295

of 997 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $24,690,056 across 6 Healthcare Plans names. CNC ranks #4 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	14,197	$5,900,699
2	CI	Cigna Group	20,847	$5,747,100
3	CVS	CVS HEALTH Corp	50,785	$5,253,708
4	CNC	Centene Corp This page	72,957	$4,683,109
5	OSCR	Oscar Health, Inc.	100,764	$2,873,789
6	ELV	Elevance Health, Inc.	599	$231,651

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,683,109	72,957	+296.4%	Shares	Sole	2026-07-31
2025-06-30	$998,969	18,404	-15.4%	Shares	Sole	2025-08-01
2025-03-31	$1,320,017	21,743	+62.5%	Shares	Sole	2025-05-06
2024-12-31	$810,742	13,383	-27.8%	Shares	Sole	2025-01-31
2024-09-30	$1,395,841	18,542	+117.0%	Shares	Sole	2024-10-29
2024-06-30	$566,400	8,543	-8.4%	Shares	Sole	2024-08-01
2024-03-31	$731,747	9,324	+54.5%	Shares	Sole	2024-05-03
2023-12-31	$447,708	6,033	+15.2%	Shares	Sole	2024-02-05
2022-12-31	$429,650	5,239	-4.2%	Shares	Sole	2023-02-03
2022-09-30	$425,387	5,467	-0.4%	Shares	Sole	2022-11-08
2022-06-30	$464,424	5,489	-5.1%	Shares	Sole	2022-08-05
2022-03-31	$486,954	5,784	+79.9%	Shares	Sole	2022-04-26
2021-12-31	$264,998	3,216	-3.3%	Shares	Sole	2022-01-25
2021-09-30	$207,243	3,326	—	Shares	Sole	2021-10-25
No filing history on record for this holder in this stock.