Convergence Investment Partners, LLC
Position in ROK — Rockwell Automation, Inc
CIK 1456133
PALM BEACH GARDENS, FL
Position in ROK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,571,383
+$402,152 QoQ
Shares Held
3,174
-2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#604
of 1,527 holders
Holding Since
Jun 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Convergence Investment Partners, LLC holds $1,776,983 across 2 Specialty Industrial Machinery names. ROK ranks #1 (88.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
3,174 | $1,571,383 | |
| 2 | GEV |
GE Vernova Inc.
|
175 | $205,600 |
All Filings in ROK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,571,383 | 3,174 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,169,231 | 3,258 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,665,518 | 6,851 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $1,313,068 | 3,953 | Shares | Sole | 2025-08-01 | |
| 2023-06-30 | $215,789 | 655 | Shares | Sole | 2023-07-26 | |
| 2020-12-31 | $1,357,634 | 5,413 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $801,068 | 3,630 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $885,654 | 4,158 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||