Convergence Investment Partners, LLC

Position in ROKU — Roku, Inc

CIK 1456133 PALM BEACH GARDENS, FL

Position in ROKU

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

Position Value

$8,278,453

+$3,747,007 QoQ

Shares Held

59,928

+25.1% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#171

of 775 holders

Holding Since

Dec 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $18,064,775 across 4 Entertainment names. ROKU ranks #1 (45.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROKU	Roku, Inc This page	59,928	$8,278,453
2	SPHR	Sphere Entertainment Co.	46,092	$7,975,298
3	NFLX	Netflix Inc	22,206	$1,585,508
4	WBD	Warner Bros. Discovery, Inc.	8,459	$225,516

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,278,453	59,928	+25.1%	Shares	Sole	2026-07-31
2026-03-31	$4,531,446	47,891	+0.8%	Shares	Sole	2026-05-07
2025-12-31	$5,156,204	47,527	+91.0%	Shares	Sole	2026-02-05
2025-09-30	$2,491,935	24,887	+9.9%	Shares	Sole	2025-11-04
2025-03-31	$1,595,113	22,645	+1876.0%	Shares	Sole	2025-05-06
2021-06-30	$526,300	1,146	+8.9%	Shares	Sole	2021-07-19
2021-03-31	$342,710	1,052	-14.5%	Shares	Sole	2021-04-30
2020-12-31	$408,716	1,231	—	Shares	Sole	2021-02-05
No filing history on record for this holder in this stock.