Capstone Investment Advisors
SSNC icon

Capstone Investment Advisors’s SS&C Technologies SSNC Stock Holding History

Capstone Investment Advisors’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
Q4 		– Sell
-40,000
Closed -$3.55M – 2089
2025
Q3 		$3.55M Buy
40,000
+25,454
+175% +$2.2M 0.03% 575
2025
Q2 		$1.2M Buy
+14,546
New +$1.14M 0.01% 794
2024
Q4 		– Sell
-4,044
Closed -$300K – 2013
2024
Q3 		$300K Sell
4,044
-339
-8% -$24K 0.01% 1416
2024
Q2 		$275K Buy
+4,383
New +$272K 0.01% 1619
2024
Q1 		– Sell
-3,806
Closed -$233K – 2559
2023
Q4 		$233K Buy
+3,806
New +$208K ﹤0.01% 1716
2022
Q2 		– Sell
-2,756
Closed -$207K – 2196
2022
Q1 		$207K Buy
+2,756
New +$215K ﹤0.01% 1697
2017
Q2 		– Sell
-53,206
Closed -$1.88M – 928
2017
Q1 		$1.88M Sell
53,206
-13,097
-20% -$441K 0.09% 296
2016
Q4 		$1.9M Buy
66,303
+58,503
+750% +$1.81M 0.1% 291
2016
Q3 		$250K Buy
+7,800
New +$247K 0.01% 641

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Fidelity Investments
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State Street
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCM
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Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return