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Ubiquiti shares owned by Convergence Financial

Quarter-by-quarter ownership of Ubiquiti (UI) shares owned by Convergence Financial from 13F filings

Historical chart of Convergence Financial investment in Ubiquiti

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All positions including Ubiquiti held by Convergence Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubiquiti by Convergence Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.1M 3.9k 790.29
2025-06-30 $939k 2.3k 411.65

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Spdr Series Trust State Street Spd (MDYV)
Spdr Series Trust State Street Spd (SPYG)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
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Franklin Templeton Etf Tr Invt Grade Corpt (FLCO)
Spdr Series Trust State Street Spd (SLYV)
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Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)

View all positions for Convergence Financial

Top funds holding Ubiquiti

BlackRock
Renaissance Technologies
Arrowstreet Capital, Limited Partnership
SW Investment Management
AQR Capital Management
Capital World Investors
Vanguard Group
Long Walk Management
Morgan Stanley
Goldman Sachs Group
State Street Corporation
Geode Capital Management
Vanguard Capital Management
Bank of New York Mellon
Gotham Asset Management

View all funds holding Ubiquiti