Convergence Investment Partners, LLC
Position in DBX — Dropbox, Inc.
CIK 1456133
PALM BEACH GARDENS, FL
Position in DBX
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,107,848
+$618,714 QoQ
Shares Held
92,775
+73.2% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DBX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Convergence Investment Partners, LLC holds $35,048,446 across 10 Software - Infrastructure names. DBX ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
24,127 | $8,931,091 | |
| 2 | VRSN |
Verisign Inc/Ca
|
21,461 | $5,330,053 | |
| 3 | FTNT |
Fortinet, Inc.
|
55,978 | $4,574,522 | |
| 4 | PATH |
UiPath, Inc.
|
396,363 | $4,399,629 | |
| 5 | TDC |
Teradata Corp /De/
|
167,347 | $4,289,103 | |
| 6 | DBX |
Dropbox, Inc.
This page
|
92,775 | $2,107,848 | |
| 7 | PANW |
Palo Alto Networks Inc
|
12,721 | $2,039,430 | |
| 8 | NTAP |
NetApp, Inc.
|
16,618 | $1,701,517 |
All Filings in DBX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,107,848 | 92,775 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,489,134 | 53,566 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,900,269 | 62,902 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,460,659 | 51,072 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,089,794 | 40,801 | Shares | Sole | 2025-05-06 | |
| 2022-06-30 | $321,419 | 15,313 | Shares | Sole | 2022-08-05 | |
| 2020-12-31 | $221,500 | 9,982 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,209,123 | 62,779 | Shares | Sole | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||