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Caprock Group’s SS&C Technologies SSNC Stock Holding History

Caprock Group’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
Q1 		$571K Buy
8,447
+1,111
+15% +$85.4K 0.01% 707
2025
Q4 		$641K Buy
7,336
+1,429
+24% +$122K 0.01% 737
2025
Q3 		$524K Buy
+5,907
New +$511K 0.01% 793

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Caprock Group's SSNC Position: Q1 2026 in Review

Caprock Group increased its SS&C Technologies (SSNC) stake by 15% in Q1 2026, buying an estimated $85.4K and bringing the position to 8,447 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #707.

Caprock Group first reported a position in SSNC in Q3 2025 and has held it in 3 quarters since. The position peaked at $641K in Q4 2025. 717 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Caprock Group held 8,447 shares of SS&C Technologies worth $571K as of Q1 2026.
  • Caprock Group bought 1,111 SS&C Technologies shares in Q1 2026, an estimated $85.4K.
  • SS&C Technologies made up 0.01% of Caprock Group's portfolio in Q1 2026, its #707 holding.
  • Caprock Group first reported a position in SS&C Technologies in Q3 2025 and has held it in 3 quarters since.
  • Caprock Group's SS&C Technologies position peaked at $641K in Q4 2025.
  • 717 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.