Convergence Investment Partners, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1456133
PALM BEACH GARDENS, FL
Position in IBKR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,167,388
+$2,152,069 QoQ
Shares Held
47,879
+59.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#344
of 1,105 holders
Holding Since
Sep 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Convergence Investment Partners, LLC holds $27,850,769 across 6 Capital Markets names. IBKR ranks #4 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
|
75,981 | $9,003,748 | |
| 2 | EVR |
Evercore Inc.
|
17,656 | $6,028,464 | |
| 3 | VIRT |
Virtu Financial, Inc.
|
95,019 | $5,660,281 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
47,879 | $4,167,388 | |
| 5 | MS |
Morgan Stanley
|
12,237 | $2,558,022 | |
| 6 | GS |
Goldman Sachs Group Inc
|
428 | $432,866 |
All Filings in IBKR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,167,388 | 47,879 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,015,319 | 30,048 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,244,869 | 34,907 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,467,526 | 35,860 | Shares | Sole | 2025-11-04 | |
| 2023-03-31 | $252,716 | 3,061 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $139,707 | 1,931 | Shares | Sole | 2023-02-03 | |
| 2020-12-31 | $241,730 | 3,968 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,039,384 | 21,506 | Shares | Sole | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||