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Convergence Investment Partners, LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Convergence Investment Partners, LLC on MSFT, newest first. How the timeline and the estimate are built.

Convergence Investment Partners, LLC held 14,219 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,219 shares
    Change vs previous 13F -9,908 shares

    0.5% of the 13F portfolio, value $5,304,131.

    13F-HR 0001580642-26-004768 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,127 shares
    Change vs previous 13F +4,918 shares

    1.46% of the 13F portfolio, value $8,931,018.

    13F-HR 0001580642-26-003061 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,209 shares
    Change vs previous 13F +2,762 shares

    1.85% of the 13F portfolio, value $9,289,640.

    13F-HR 0001580642-26-000812 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,447 shares
    Change vs previous 13F -707 shares

    1.91% of the 13F portfolio, value $8,518,806.

    13F-HR 0001580642-25-006974 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,154 shares
    Change vs previous 13F +3,884 shares

    2.16% of the 13F portfolio, value $8,532,482.

    13F-HR 0001580642-25-004698 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,270 shares
    Change vs previous 13F -119 shares

    1.38% of the 13F portfolio, value $4,981,512.

    13F-HR 0001580642-25-002881 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,389 shares
    Change vs previous 13F -3,740 shares

    1.26% of the 13F portfolio, value $5,643,525.

    13F-HR 0001580642-25-000637 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,129 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $7,370,760.

    13F-HR 0001580642-24-006418 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).