Convergence Investment Partners, LLC

Position in DBX — Dropbox, Inc.

CIK 1456133 PALM BEACH GARDENS, FL

Position in DBX

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

Position Value

$5,468,068

+$3,360,220 QoQ

Shares Held

199,056

+114.6% QoQ

Ownership

0.088%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#79

of 448 holders

Holding Since

Sep 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $46,809,447 across 9 Software - Infrastructure names. DBX ranks #4 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TDC	Teradata Corp /De/	263,483	$9,129,685
2	FTNT	Fortinet, Inc.	59,067	$9,073,872
3	VRSN	Verisign Inc/Ca	30,870	$7,765,657
4	DBX	Dropbox, Inc. This page	199,056	$5,468,068
5	MSFT	Microsoft Corp	14,219	$5,303,971
6	GDDY	GoDaddy Inc.	59,366	$5,038,986
7	NTAP	NetApp, Inc.	16,445	$2,545,028
8	PATH	UiPath, Inc.	206,344	$2,242,959

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,468,068	199,056	+114.6%	Shares	Sole	2026-07-31
2026-03-31	$2,107,848	92,775	+73.2%	Shares	Sole	2026-05-07
2025-12-31	$1,489,134	53,566	-14.8%	Shares	Sole	2026-02-05
2025-09-30	$1,900,269	62,902	+23.2%	Shares	Sole	2025-11-04
2025-06-30	$1,460,659	51,072	+25.2%	Shares	Sole	2025-08-01
2025-03-31	$1,089,794	40,801	+166.4%	Shares	Sole	2025-05-06
2022-06-30	$321,419	15,313	+53.4%	Shares	Sole	2022-08-05
2020-12-31	$221,500	9,982	-84.1%	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.