Convergence Investment Partners, LLC
Position in SNEX — StoneX Group Inc.
CIK 1456133
PALM BEACH GARDENS, FL
Position in SNEX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$9,003,748
+$5,230,939 QoQ
Shares Held
75,981
+8.3% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#94
of 471 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNEX 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. SNEX ranks #1 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
This page
|
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.
|
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 SNEX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,003,748 | 50,654 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,772,809 | 46,780 | Shares | Sole | 2026-05-07 | |
| 2025-06-30 | $2,018,205 | 22,144 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,736,806 | 22,739 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,251,542 | 22,982 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,759,925 | 21,494 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,169,113 | 15,524 | Shares | Sole | 2024-08-01 | |
| 2023-12-31 | $264,607 | 3,584 | Shares | Sole | 2024-02-05 | |
| 2023-03-31 | $255,512 | 2,468 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $322,018 | 3,379 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||