Convergence Investment Partners’s Copa Holdings CPA Stock Holding History

Convergence Investment Partners’s Portfolio CPA Stock Details CPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.99M	Buy	+12,773	New	+$1.66M	0.19%	163
2018 Q2	–	Sell	-8,878	Closed	-$1.14M	–	440
2018 Q1	$1.14M	Sell	8,878 -34,312	-79%	-$4.6M	0.15%	215
2017 Q4	$5.79M	Buy	43,190 +1,654	+4%	+$215K	0.78%	21
2017 Q3	$5.17M	Buy	41,536 +13,989	+51%	+$1.77M	0.73%	23
2017 Q2	$3.22M	Sell	27,547 -3,472	-11%	-$400K	0.47%	60
2017 Q1	$3.48M	Buy	+31,019	New	+$3.16M	0.49%	61
2014 Q4	–	Sell	-9,878	Closed	-$1.06M	–	375
2014 Q3	$1.06M	Sell	9,878 -14,431	-59%	-$1.92M	0.15%	220
2014 Q2	$3.47M	Buy	24,309 +20,572	+550%	+$2.88M	0.46%	62
2014 Q1	$543K	Buy	+3,737	New	+$520K	0.08%	273

Other funds holding CPA

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Convergence Investment Partners's CPA Position: Q2 2026 in Review

Convergence Investment Partners opened a new position in Copa Holdings (CPA) in Q2 2026: 12,773 shares worth $1.99M. The stake represents 0.19% of the portfolio and ranks #163 among its holdings. This is a return to the name: Convergence Investment Partners previously reported a position in CPA as recently as Q1 2018.

Convergence Investment Partners first reported a position in CPA in Q1 2014 and has held it in 9 quarters since. The position peaked at $5.79M in Q4 2017. 326 funds tracked by Wall St. Rank hold CPA as of Q2 2026.

Convergence Investment Partners held 12,773 shares of Copa Holdings worth $1.99M as of Q2 2026.
Copa Holdings was a new Convergence Investment Partners position in Q2 2026.
Copa Holdings made up 0.19% of Convergence Investment Partners's portfolio in Q2 2026, its #163 holding.
Convergence Investment Partners first reported a position in Copa Holdings in Q1 2014 and has held it in 9 quarters since.
Convergence Investment Partners's Copa Holdings position peaked at $5.79M in Q4 2017.
326 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.