Convergence Investment Partners’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.93M | Buy |
24,127
+4,918
| +26% | +$2.06M | 1.46% | 8 |
|
|
2025
Q4 | $9.29M | Buy |
19,209
+2,762
| +17% | +$1.38M | 1.85% | 7 |
|
|
2025
Q3 | $8.52M | Sell |
16,447
-707
| -4% | -$361K | 1.91% | 5 |
|
|
2025
Q2 | $8.53M | Buy |
17,154
+3,884
| +29% | +$1.69M | 2.16% | 3 |
|
|
2025
Q1 | $4.98M | Sell |
13,270
-119
| -0.9% | -$48.5K | 1.38% | 15 |
|
|
2024
Q4 | $5.64M | Sell |
13,389
-3,740
| -22% | -$1.59M | 1.26% | 12 |
|
|
2024
Q3 | $7.37M | Sell |
17,129
-10,620
| -38% | -$4.54M | 1.99% | 5 |
|
|
2024
Q2 | $12.4M | Buy |
27,749
+7,881
| +40% | +$3.33M | 3.62% | 1 |
|
|
2024
Q1 | $8.36M | Buy |
19,868
+405
| +2% | +$164K | 3.2% | 1 |
|
|
2023
Q4 | $7.32M | Buy |
19,463
+723
| +4% | +$257K | 3.82% | 1 |
|
|
2023
Q3 | $5.92M | Buy |
18,740
+999
| +6% | +$330K | 3.5% | 1 |
|
|
2023
Q2 | $6.04M | Sell |
17,741
-499
| -3% | -$156K | 3.47% | 1 |
|
|
2023
Q1 | $5.26M | Buy |
18,240
+1,251
| +7% | +$319K | 3.09% | 1 |
|
|
2022
Q4 | $4.07M | Sell |
16,989
-2,608
| -13% | -$626K | 2.41% | 3 |
|
|
2022
Q3 | $4.56M | Buy |
19,597
+177
| +0.9% | +$46.7K | 2.98% | 1 |
|
|
2022
Q2 | $4.99M | Sell |
19,420
-209
| -1% | -$56.7K | 3.02% | 1 |
|
|
2022
Q1 | $6.05M | Buy |
19,629
+1,069
| +6% | +$322K | 3.12% | 2 |
|
|
2021
Q4 | $6.24M | Sell |
18,560
-742
| -4% | -$241K | 3.18% | 2 |
|
|
2021
Q3 | $5.44M | Sell |
19,302
-1,565
| -7% | -$455K | 2.92% | 1 |
|
|
2021
Q2 | $5.65M | Sell |
20,867
-937
| -4% | -$238K | 2.43% | 1 |
|
|
2021
Q1 | $5.14M | Sell |
21,804
-2,757
| -11% | -$640K | 2.35% | 2 |
|
|
2020
Q4 | $5.46M | Sell |
24,561
-2,334
| -9% | -$502K | 2.75% | 2 |
|
|
2020
Q3 | $5.66M | Sell |
26,895
-4,370
| -14% | -$918K | 1.97% | 2 |
|
|
2020
Q2 | $6.36M | Sell |
31,265
-3,579
| -10% | -$650K | 2.19% | 1 |
|
|
2020
Q1 | $5.5M | Sell |
34,844
-9,656
| -22% | -$1.59M | 2.4% | 2 |
|
|
2019
Q4 | $7.02M | Sell |
44,500
-2,288
| -5% | -$336K | 2% | 3 |
|
|
2019
Q3 | $6.5M | Sell |
46,788
-8,817
| -16% | -$1.21M | 1.81% | 3 |
|
|
2019
Q2 | $7.45M | Sell |
55,605
-19,755
| -26% | -$2.51M | 1.8% | 3 |
|
|
2019
Q1 | $8.89M | Sell |
75,360
-4,930
| -6% | -$538K | 1.94% | 3 |
|
|
2018
Q4 | $8.15M | Buy |
80,290
+2,555
| +3% | +$274K | 1.87% | 4 |
|
|
2018
Q3 | $8.89M | Sell |
77,735
-28,707
| -27% | -$3.11M | 1.81% | 3 |
|
|
2018
Q2 | $10.5M | Buy |
106,442
+897
| +0.8% | +$86.9K | 1.47% | 5 |
|
|
2018
Q1 | $9.63M | Sell |
105,545
-230
| -0.2% | -$21K | 1.25% | 5 |
|
|
2017
Q4 | $9.05M | Buy |
105,775
+145
| +0.1% | +$11.9K | 1.21% | 5 |
|
|
2017
Q3 | $7.87M | Buy |
105,630
+9,961
| +10% | +$728K | 1.11% | 7 |
|
|
2017
Q2 | $6.59M | Buy |
95,669
+38,706
| +68% | +$2.66M | 0.96% | 9 |
|
|
2017
Q1 | $3.75M | Sell |
56,963
-45,379
| -44% | -$2.91M | 0.53% | 46 |
|
|
2016
Q4 | $6.36M | Sell |
102,342
-11,356
| -10% | -$683K | 0.88% | 12 |
|
|
2016
Q3 | $6.55M | Sell |
113,698
-17,786
| -14% | -$1M | 0.97% | 9 |
|
|
2016
Q2 | $6.73M | Sell |
131,484
-22,426
| -15% | -$1.17M | 0.93% | 11 |
|
|
2016
Q1 | $8.5M | Sell |
153,910
-50,351
| -25% | -$2.64M | 1.01% | 9 |
|
|
2015
Q4 | $11.3M | Buy |
204,261
+123,628
| +153% | +$6.51M | 1.27% | 7 |
|
|
2015
Q3 | $3.57M | Sell |
80,633
-63,946
| -44% | -$2.87M | 0.41% | 85 |
|
|
2015
Q2 | $6.38M | Sell |
144,579
-48,390
| -25% | -$2.21M | 0.63% | 32 |
|
|
2015
Q1 | $7.84M | Sell |
192,969
-63,800
| -25% | -$2.78M | 1.09% | 4 |
|
|
2014
Q4 | $11.9M | Sell |
256,769
-13,493
| -5% | -$633K | 1.6% | 3 |
|
|
2014
Q3 | $12.5M | Sell |
270,262
-118,381
| -30% | -$5.28M | 1.72% | 4 |
|
|
2014
Q2 | $16.2M | Buy |
388,643
+65,493
| +20% | +$2.65M | 2.14% | 2 |
|
|
2014
Q1 | $13.2M | Sell |
323,150
-91,787
| -22% | -$3.45M | 2.01% | 3 |
|
|
2013
Q4 | $15.5M | Buy |
414,937
+47,142
| +13% | +$1.71M | 2.52% | 2 |
|
|
2013
Q3 | $12.2M | Buy |
367,795
+93,773
| +34% | +$3.08M | 2.59% | 4 |
|
|
2013
Q2 | $9.47M | Buy |
+274,022
| New | +$8.98M | 2.46% | 2 |
|
Other funds holding MSFT
VCM
VPM
Convergence Investment Partners's MSFT Position: Q1 2026 in Review
Convergence Investment Partners increased its Microsoft (MSFT) stake by 26% in Q1 2026, buying an estimated $2.06M and bringing the position to 24,127 shares worth $8.93M. The position accounts for 1.46% of the portfolio, ranked #8.
Convergence Investment Partners first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.2M in Q2 2014. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Convergence Investment Partners held 24,127 shares of Microsoft worth $8.93M as of Q1 2026.
- Convergence Investment Partners bought 4,918 Microsoft shares in Q1 2026, an estimated $2.06M.
- Microsoft made up 1.46% of Convergence Investment Partners's portfolio in Q1 2026, its #8 holding.
- Convergence Investment Partners first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
- Convergence Investment Partners's Microsoft position peaked at $16.2M in Q2 2014.
- 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.