SS&C Technologies Holdings Inc

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SS&C Technologies Holdings Inc
TickerSSNC
CIK #0001402436
CUSIP78467J100
SectorTechnology - Services-Prepackaged Software
Address80 Lamberton Rd, Windsor, CT 06095
Source [EDGAR]
CIK Filing 2011 - 2026
[0001402436] 10-K
[0001402436] 10-Q
[0001402436] 3
[0001402436] 4
[0001402436] 5
[0001402436] 8-K
[0001402436] SC 13D
[0001402436] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
BlackRock Portfolio Management LLC SS&C Technologies Holdings Inc [2025-04-15] 0.0
Pzena Investment Management LLC SS&C Technologies Holdings Inc [2025-01-30] 0.0
Pzena Investment Management LLC SS&C Technologies Holdings Inc [2024-02-09] 5.9
Pzena Investment Management LLC SS&C Technologies Holdings Inc [2023-01-27] 5.01
Select Equity Group LP SS&C Technologies Holdings Inc [2022-02-14] 6.2
BlackRock Inc SS&C Technologies Holdings Inc [2022-02-04] 8.0
Wellington Management Group LLP SS&C Technologies Holdings Inc [2019-02-12] 0.97
Select Equity Group LP SS&C Technologies Holdings Inc [2018-02-14] 5.6
Janus Henderson Group PLC SS&C Technologies Holdings Inc [2017-06-12] 10.0
Wellington Management Group LLP SS&C Technologies Holdings Inc [2017-02-09] 5.53
BAMCO Inc /NY/ SS&C Technologies Holdings Inc [2015-02-17] 5.0
SS&C Technologies Holdings Inc Advent Software Inc /DE/ [2015-02-12] 5.7
Vanguard Group Inc SS&C Technologies Holdings Inc [2015-02-11] 5.18
Stone William C SS&C Technologies Holdings Inc [2014-02-14] 17.5
FMR LLC SS&C Technologies Holdings Inc [2013-05-10] 0.0
MSDC Management LP SS&C Technologies Holdings Inc [2013-03-25] 5.4
Janus Capital Management LLC SS&C Technologies Holdings Inc [2013-03-15] 7.4
[2013-02-14] None
Price T Rowe Associates Inc /MD/ SS&C Technologies Holdings Inc [2013-02-13] 6.7
[2012-02-14] None
Barclays PLC SS&C Technologies Holdings Inc [2012-02-14] 5.13
Form 3/4/5 Filer 2011 - 2026
SS&C Technologies Holdings Inc
Michael Jonathan E
Conjeevaram Smita
Boulanger Normand A
Zamkow Michael Jay
Walton Debra
Varsano David
Vanni d'Archirafi Francesco Paolo
Stone William C
White Jason Douglas
Kanwar Rahul
Schell Brian N
Daniels Michael E
Pedonti Patrick J
Frank Joseph J
Liberty All Star Growth Fund Inc
Boulder Growth & Income Fund
Igoe Paul Gerard
Principal Real Estate Income Fund
Liberty All Star Equity Fund
RiverNorth Opportunities Fund Inc
Etherington William A
Holt Allan M
TC Group IV LP
Carlyle Holdings II GP LLC
TC Group Cayman Investment Holdings Sub LP
Carlyle Holdings II LLC
Carlyle Group Inc
Carlyle Partners IV L P
Carlyle Group Management LLC
TC Group IV LLC
TC Group Cayman Investment Holdings LP
CP IV CoInvestment LP
Whitman Stephen V R
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Varsano David
Common Stock
2026-03-27 Option exercise 6,000 $30.45 182,700
Varsano David
Stock Option (right to buy) · derivative
2026-03-27 Option exercise 6,000 $0.00
Vanni d'Archirafi Francesco Paolo
Common Stock
2026-03-24 Option exercise 1,224
Vanni d'Archirafi Francesco Paolo
Restricted Stock Units · derivative
2026-03-24 Option exercise 1,224 $0.00
White Jason Douglas
Common Stock
2026-03-02 Tax withheld 3,362 $75.19 252,789
Stone William C
Common Stock
2026-03-02 Option exercise 21,949
Kanwar Rahul
Common Stock
2026-03-02 Option exercise 17,560
White Jason Douglas
Common Stock
2026-03-02 Option exercise 6,585
Kanwar Rahul
Common Stock
2026-03-02 Tax withheld 9,711 $75.19 730,170
Kanwar Rahul
Restricted Stock Units · derivative
2026-03-02 Option exercise 17,560 $0.00
Stone William C
Restricted Stock Units · derivative
2026-03-02 Option exercise 21,949 $0.00
White Jason Douglas
Restricted Stock Units · derivative
2026-03-02 Option exercise 6,585 $0.00
Schell Brian N
Common Stock
2026-02-22 Option exercise 5,304
Stone William C
Common Stock
2026-02-22 Option exercise 19,890
Schell Brian N
Restricted Stock Units · derivative
2026-02-22 Option exercise 5,304 $0.00
Stone William C
Restricted Stock Units · derivative
2026-02-22 Option exercise 19,890 $0.00
White Jason Douglas
Common Stock
2026-02-22 Tax withheld 3,047 $71.38 217,495
Kanwar Rahul
Common Stock
2026-02-22 Option exercise 15,913
Kanwar Rahul
Restricted Stock Units · derivative
2026-02-22 Option exercise 15,913 $0.00
Kanwar Rahul
Common Stock
2026-02-22 Tax withheld 8,801 $71.38 628,215
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 719 192,030,296
2025-12-31 759 199,978,445
2025-09-30 724 196,461,043
2025-06-30 695 199,552,776
2025-03-31 723 200,454,884
2024-12-31 654 202,035,149
2024-09-30 666 199,216,266
2024-06-30 575 198,012,557
2024-03-31 573 201,347,022
2023-12-31 565 201,346,767
2023-09-30 533 200,854,179
2023-06-30 534 200,289,260
Form 13F Holdings
Firm Period DFND Voting Shares
Swedbank AB [2026-06-30] DFND 4,862,833 4,862,833
Wedge Capital Management L L P/NC [2026-06-30] SOLE 844,514 1,250,235
Fort Washington Investment Advisors Inc /OH/ [2026-06-30] SOLE 488,206 503,614
ZWJ Investment Counsel Inc [2026-06-30] SOLE 476 464,215
KIRR Marbach & Co LLC /IN/ [2026-06-30] SOLE 175,376 187,388
River Road Asset Management LLC [2026-06-30] SOLE 152,691 152,691
GHP Investment Advisors Inc [2026-06-30] SOLE 142,579 144,299
QRG Capital Management Inc [2026-06-30] SOLE 141,905 141,905
Assenagon Asset Management SA [2026-06-30] SOLE 122,195 122,195
Tectonic Advisors LLC [2026-06-30] OTR 0 108,556
Burney CO/ [2026-06-30] SOLE 0 107,869
Reinhart Partners LLC [2026-06-30] SOLE 80,529 84,270
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 1,178 84,037
Guardian Wealth Management Inc [2026-06-30] SOLE 12,229 78,891
Thompson Investment Management Inc [2026-06-30] SOLE 64,119 65,097
PensionDanmark Pensionsforsikringsaktieselskab [2026-06-30] SOLE 0 51,745
E Six Thirteen LLC [2026-06-30] SOLE 41,716 41,716
Gateway Investment Advisers LLC [2026-06-30] SOLE 25,725 25,725
Kepler Cheuvreux Suisse SA [2026-06-30] DFND 25,357 25,357
Alaska Retirement Management Board [2026-06-30] SOLE 22,925 22,925
Hennion & Walsh Asset Management Inc [2026-06-30] SOLE 17,117 17,117
LRI Investments LLC [2026-06-30] SOLE 16,490 16,490
Davis Capital Management [2026-06-30] SOLE 15,905 15,905
ASR Vermogensbeheer NV [2026-06-30] DFND 15,820 15,820
Sheets Smith Wealth Management [2026-06-30] SOLE 11,236 11,237
Chicago Trust Co NA [2026-06-30] SOLE 10,110 11,071
NorthCrest Asset Manangement LLC [2026-06-30] SOLE 0 10,825
Archford Capital Strategies LLC [2026-06-30] SOLE 10,553 10,553
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 9,212
Merit Financial Group LLC [2026-06-30] OTR 0 8,850
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