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Burney Company’s SS&C Technologies SSNC Stock Holding History

Burney Company’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 		$6.85M Sell
110,342
-7,869
-7% -$534K 0.18% 93
2026
Q1 		$7.99M Sell
118,211
-74,863
-39% -$5.76M 0.25% 72
2025
Q4 		$16.9M Sell
193,074
-4,536
-2% -$387K 0.53% 36
2025
Q3 		$17.5M Sell
197,610
-937
-0.5% -$81.1K 0.56% 42
2025
Q2 		$16.4M Sell
198,547
-1,089
-0.5% -$85.6K 0.56% 44
2025
Q1 		$16.7M Buy
199,636
+2,577
+1% +$213K 0.61% 41
2024
Q4 		$14.9M Buy
197,059
+10,374
+6% +$776K 0.53% 47
2024
Q3 		$13.9M Buy
186,685
+859
+0.5% +$60.9K 0.49% 55
2024
Q2 		$11.6M Buy
185,826
+1,953
+1% +$121K 0.45% 58
2024
Q1 		$11.8M Buy
183,873
+137,306
+295% +$8.53M 0.45% 54
2023
Q4 		$2.85M Sell
46,567
-17,006
-27% -$929K 0.12% 186
2023
Q3 		$3.34M Sell
63,573
-1,566
-2% -$89.5K 0.16% 161
2023
Q2 		$3.95M Buy
65,139
+33,716
+107% +$1.92M 0.18% 148
2023
Q1 		$1.77M Buy
31,423
+10,140
+48% +$585K 0.09% 242
2022
Q4 		$1.11M Buy
21,283
+9,274
+77% +$470K 0.06% 286
2022
Q3 		$573K Buy
12,009
+447
+4% +$25.7K 0.03% 387
2022
Q2 		$671K Sell
11,562
-53
-0.5% -$3.41K 0.04% 361
2022
Q1 		$871K Sell
11,615
-200
-2% -$15.6K 0.04% 348
2021
Q4 		$969K Sell
11,815
-60
-0.5% -$4.62K 0.04% 328
2021
Q3 		$824K Sell
11,875
-228
-2% -$16.9K 0.04% 337
2021
Q2 		$872K Buy
12,103
+329
+3% +$24.1K 0.04% 339
2021
Q1 		$823K Buy
+11,774
New +$795K 0.04% 336

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 40.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Burney Company's SSNC Position: Q2 2026 in Review

Burney Company reduced its SS&C Technologies (SSNC) stake by 6.7% in Q2 2026, selling an estimated $534K and leaving 110,342 shares worth $6.85M. The position accounts for 0.18% of the portfolio, ranked #93.

Burney Company first reported a position in SSNC in Q1 2021 and has held it in 22 quarters since. The position peaked at $17.5M in Q3 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Burney Company held 110,342 shares of SS&C Technologies worth $6.85M as of Q2 2026.
  • Burney Company sold 7,869 SS&C Technologies shares in Q2 2026, an estimated $534K.
  • SS&C Technologies made up 0.18% of Burney Company's portfolio in Q2 2026, its #93 holding.
  • Burney Company first reported a position in SS&C Technologies in Q1 2021 and has held it in 22 quarters since.
  • Burney Company's SS&C Technologies position peaked at $17.5M in Q3 2025.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.