Convergence Investment Partners, LLC
Position in HRB — H&R Block Inc
CIK 1456133
PALM BEACH GARDENS, FL
Position in HRB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,843,528
+$884,772 QoQ
Shares Held
48,412
+155.4% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#164
of 536 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Convergence Investment Partners, LLC holds $5,451,307 across 2 Personal Services names. HRB ranks #2 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTDR |
Frontdoor, Inc.
|
46,498 | $3,607,779 | |
| 2 | HRB |
H&R Block Inc
This page
|
48,412 | $1,843,528 |
All Filings in HRB
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,843,528 | 48,412 | Shares | Sole | 2026-07-31 | |
| 2025-09-30 | $958,756 | 18,959 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,037,750 | 18,906 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,203,023 | 21,909 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,169,666 | 22,136 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,422,376 | 22,382 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,602,496 | 29,550 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,450,120 | 29,528 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,440,845 | 29,788 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,129,420 | 26,229 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $759,748 | 23,839 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,273,300 | 36,122 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,315,528 | 36,032 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,515,274 | 35,620 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,657,108 | 46,917 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,580,784 | 60,706 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,357,268 | 57,609 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,451,225 | 58,049 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,754,613 | 74,728 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,650,238 | 75,699 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,244,423 | 78,463 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $729,058 | 44,755 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $588,278 | 41,196 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $425,018 | 30,186 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||