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SSNC icon

BOK Financial’s SS&C Technologies SSNC Stock Holding History

BOK Financial’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
2025
Q2 		– Sell
-28
Closed -$2.34K – 1329
2025
Q1 		$2.34K Sell
28
-25,615
-100% -$2.12M ﹤0.01% 1106
2024
Q4 		$1.92M Buy
25,643
+2,546
+11% +$190K 0.03% 345
2024
Q3 		$1.7M Buy
23,097
+588
+3% +$41.7K 0.03% 368
2024
Q2 		$1.41M Sell
22,509
-1,633
-7% -$101K 0.03% 418
2024
Q1 		$1.53M Buy
24,142
+2,885
+14% +$179K 0.03% 422
2023
Q4 		$1.3M Sell
21,257
-3,309
-13% -$181K 0.03% 419
2023
Q3 		$1.23M Sell
24,566
-2,288
-9% -$131K 0.03% 402
2023
Q2 		$1.63M Buy
26,854
+240
+0.9% +$13.6K 0.03% 380
2023
Q1 		$1.5M Buy
26,614
+113
+0.4% +$6.51K 0.03% 398
2022
Q4 		$1.38M Sell
26,501
-1,816
-6% -$92K 0.03% 440
2022
Q3 		$1.35M Buy
28,317
+941
+3% +$54.2K 0.03% 438
2022
Q2 		$1.59M Buy
27,376
+12,093
+79% +$778K 0.03% 424
2022
Q1 		$1.15M Buy
+15,283
New +$1.19M 0.02% 536
2020
Q4 		– Sell
-4,055
Closed -$245K – 933
2020
Q3 		$245K Buy
+4,055
New +$243K 0.01% 773
2018
Q1 		– Sell
-37,966
Closed -$1.54M – 943
2017
Q4 		$1.54M Buy
37,966
+19,629
+107% +$800K 0.04% 405
2017
Q3 		$737K Buy
+18,337
New +$708K 0.02% 558

Other funds holding SSNC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return