Convergence Investment Partners’s KLA KLAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$231K	Buy	+765	New	+$152K	0.02%	230
2025 Q4	–	Sell	-27,580	Closed	-$2.97M	–	278
2025 Q3	$2.97M	Sell	27,580 -14,380	-34%	-$1.34M	0.67%	37
2025 Q2	$3.76M	Buy	+41,960	New	+$3.16M	0.95%	21
2024 Q4	–	Sell	-12,290	Closed	-$952K	–	273
2024 Q3	$952K	Buy	12,290 +9,770	+388%	+$767K	0.26%	133
2024 Q2	$208K	Sell	2,520 -470	-16%	-$34.7K	0.06%	231
2024 Q1	$209K	Buy	+2,990	New	+$192K	0.08%	237
2023 Q3	–	Sell	-4,500	Closed	-$218K	–	181
2023 Q2	$218K	Buy	+4,500	New	+$188K	0.13%	153
2018 Q2	–	Sell	-4,130	Closed	-$45K	–	624
2018 Q1	$45K	Buy	+4,130	New	+$46K	0.01%	456
2017 Q3	–	Sell	-189,650	Closed	-$1.74M	–	363
2017 Q2	$1.74M	Buy	+189,650	New	+$1.89M	0.25%	155
2013 Q3	–	Sell	-227,960	Closed	-$1.27M	–	336
2013 Q2	$1.27M	Buy	+227,960	New	+$1.24M	0.33%	104

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Convergence Investment Partners opened a new position in KLA (KLAC) in Q2 2026: 765 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #230 among its holdings. This is a return to the name: Convergence Investment Partners previously reported a position in KLAC as recently as Q3 2025.

Convergence Investment Partners first reported a position in KLAC in Q2 2013 and has held it in 10 quarters since. The position peaked at $3.76M in Q2 2025. 2,488 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Convergence Investment Partners held 765 shares of KLA worth $231K as of Q2 2026.
KLA was a new Convergence Investment Partners position in Q2 2026.
KLA made up 0.02% of Convergence Investment Partners's portfolio in Q2 2026, its #230 holding.
Convergence Investment Partners first reported a position in KLA in Q2 2013 and has held it in 10 quarters since.
Convergence Investment Partners's KLA position peaked at $3.76M in Q2 2025.
2,488 funds tracked by Wall St. Rank held KLA as of Q2 2026.

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