Convergence Investment Partners, LLC
Position in MSFT — Microsoft Corp
CIK 1456133
PALM BEACH GARDENS, FL
Position in MSFT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,303,971
-$3,627,120 QoQ
Shares Held
14,219
-41.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#3,256
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Convergence Investment Partners, LLC holds $46,809,447 across 9 Software - Infrastructure names. MSFT ranks #5 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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.
|
199,056 | $5,468,068 | |
| 5 | MSFT |
Microsoft Corp
This page
|
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 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,303,971 | 14,219 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $8,931,091 | 24,127 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,289,856 | 19,209 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,518,723 | 16,447 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,532,571 | 17,154 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,981,425 | 13,270 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,643,463 | 13,389 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,370,608 | 17,129 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $12,402,415 | 27,749 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $8,358,864 | 19,868 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,318,866 | 19,463 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $5,917,155 | 18,740 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $6,041,520 | 17,741 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $5,258,592 | 18,240 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,074,301 | 16,989 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,564,141 | 19,597 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,987,638 | 19,420 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $6,051,816 | 19,629 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $6,242,099 | 18,560 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $5,441,619 | 19,302 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $5,652,870 | 20,867 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $5,140,729 | 21,804 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $5,462,857 | 24,561 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $5,656,825 | 26,895 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $6,362,740 | 31,265 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $5,495,247 | 34,844 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||