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Atria Investments’s SS&C Technologies SSNC Stock Holding History

Atria Investments’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.29M Buy
52,950
+40,829
+337% +$2.77M 0.03% 533
2026
Q1 		$819K Sell
12,121
-1,485
-11% -$114K 0.01% 1172
2025
Q4 		$1.19M Sell
13,606
-3,175
-19% -$271K 0.01% 983
2025
Q3 		$1.49M Sell
16,781
-1,048
-6% -$90.7K 0.02% 853
2025
Q2 		$1.48M Buy
17,829
+1,069
+6% +$84K 0.02% 858
2025
Q1 		$1.4M Buy
16,760
+1,595
+11% +$132K 0.02% 868
2024
Q4 		$1.15M Buy
15,165
+1,176
+8% +$88K 0.01% 905
2024
Q3 		$1.04M Sell
13,989
-248
-2% -$17.6K 0.01% 947
2024
Q2 		$892K Buy
+14,237
New +$883K 0.01% 997
2020
Q2 		– Sell
-4,747
Closed -$208K – 741
2020
Q1 		$208K Buy
+4,747
New +$268K 0.02% 523
2019
Q2 		– Sell
-5,193
Closed -$331K – 1077
2019
Q1 		$331K Sell
5,193
-5,663
-52% -$315K 0.01% 663
2018
Q4 		$490K Buy
10,856
+3,555
+49% +$173K 0.02% 507
2018
Q3 		$415K Sell
7,301
-138
-2% -$7.66K 0.02% 653
2018
Q2 		$386K Sell
7,439
-671
-8% -$34K 0.02% 654
2018
Q1 		$435K Buy
8,110
+31
+0.4% +$1.54K 0.02% 557
2017
Q4 		$327K Buy
+8,079
New +$329K 0.02% 615

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Atria Investments's SSNC Position: Q2 2026 in Review

Atria Investments increased its SS&C Technologies (SSNC) stake by 337% in Q2 2026, buying an estimated $2.77M and bringing the position to 52,950 shares worth $3.29M. The position accounts for 0.03% of the portfolio, ranked #533.

Atria Investments first reported a position in SSNC in Q4 2017 and has held it in 16 quarters since. 721 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Atria Investments held 52,950 shares of SS&C Technologies worth $3.29M as of Q2 2026.
  • Atria Investments bought 40,829 SS&C Technologies shares in Q2 2026, an estimated $2.77M.
  • SS&C Technologies made up 0.03% of Atria Investments's portfolio in Q2 2026, its #533 holding.
  • Atria Investments first reported a position in SS&C Technologies in Q4 2017 and has held it in 16 quarters since.
  • 721 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.