Cerity Partners
SSNC icon

Cerity Partners’s SS&C Technologies SSNC Stock Holding History

Cerity Partners’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 		$7.31M Buy
117,881
+68,836
+140% +$4.67M 0.01% 916
2026
Q1 		$3.31M Sell
49,045
-99,882
-67% -$7.68M ﹤0.01% 1205
2025
Q4 		$13M Buy
148,927
+70,809
+91% +$6.04M 0.02% 540
2025
Q3 		$6.93M Sell
78,118
-5,157
-6% -$446K 0.01% 728
2025
Q2 		$6.9M Sell
83,275
-3,601
-4% -$283K 0.01% 680
2025
Q1 		$7.26M Buy
86,876
+10,512
+14% +$870K 0.01% 601
2024
Q4 		$5.72M Buy
76,364
+12,391
+19% +$927K 0.01% 661
2024
Q3 		$4.75M Buy
63,973
+38,211
+148% +$2.71M 0.01% 718
2024
Q2 		$1.61M Sell
25,762
-33,442
-56% -$2.07M ﹤0.01% 1011
2024
Q1 		$3.81M Buy
59,204
+51,720
+691% +$3.21M 0.01% 745
2023
Q4 		$457K Buy
7,484
+3,671
+96% +$201K ﹤0.01% 1306
2023
Q3 		$200K Sell
3,813
-2,647
-41% -$151K ﹤0.01% 1282
2023
Q2 		$392K Buy
6,460
+2,473
+62% +$141K ﹤0.01% 1286
2023
Q1 		$225K Buy
+3,987
New +$230K ﹤0.01% 1659
2022
Q4 		– Sell
-5,871
Closed -$280K – 1523
2022
Q3 		$280K Sell
5,871
-9,066
-61% -$522K ﹤0.01% 926
2022
Q2 		$867K Sell
14,937
-4,863
-25% -$313K 0.01% 590
2022
Q1 		$1.49M Buy
19,800
+15,518
+362% +$1.21M 0.02% 378
2021
Q4 		$352K Buy
+4,282
New +$330K 0.01% 723
2020
Q2 		– Sell
-12,872
Closed -$564K – 483
2020
Q1 		$564K Buy
12,872
+4,121
+47% +$233K 0.04% 270
2019
Q4 		$537K Buy
8,751
+1,500
+21% +$84.1K 0.03% 325
2019
Q3 		$374K Buy
+7,251
New +$371K 0.02% 358
2019
Q2 		– Sell
-4,890
Closed -$311K – 576
2019
Q1 		$311K Buy
+4,890
New +$272K 0.02% 414

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 $3.38T AUM 44.17% 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

Cerity Partners's SSNC Position: Q2 2026 in Review

Cerity Partners increased its SS&C Technologies (SSNC) stake by 140% in Q2 2026, buying an estimated $4.67M and bringing the position to 117,881 shares worth $7.31M. The position accounts for 0.01% of the portfolio, ranked #916.

Cerity Partners first reported a position in SSNC in Q1 2019 and has held it in 22 quarters since. The position peaked at $13M in Q4 2025. 726 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Cerity Partners held 117,881 shares of SS&C Technologies worth $7.31M as of Q2 2026.
  • Cerity Partners bought 68,836 SS&C Technologies shares in Q2 2026, an estimated $4.67M.
  • SS&C Technologies made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #916 holding.
  • Cerity Partners first reported a position in SS&C Technologies in Q1 2019 and has held it in 22 quarters since.
  • Cerity Partners's SS&C Technologies position peaked at $13M in Q4 2025.
  • 726 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.