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

Concurrent 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
2026
Q2 		$758K Buy
+12,219
New +$829K 0.01% 1159
2026
Q1 		– Sell
-3,114
Closed -$272K – 2043
2025
Q4 		$272K Buy
+3,114
New +$266K ﹤0.01% 1462
2025
Q2 		– Sell
-2,915
Closed -$243K – 1466
2025
Q1 		$243K Sell
2,915
-305
-9% -$25.2K 0.01% 1029
2024
Q4 		$244K Buy
3,220
+245
+8% +$18.3K 0.01% 911
2024
Q3 		$221K Buy
+2,975
New +$211K 0.01% 904

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 40.91% 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

Concurrent Investment Advisors's SSNC Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in SS&C Technologies (SSNC) in Q2 2026: 12,219 shares worth $758K. The stake represents 0.01% of the portfolio and ranks #1159 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in SSNC as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in SSNC in Q3 2024 and has held it in 5 quarters since. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Concurrent Investment Advisors held 12,219 shares of SS&C Technologies worth $758K as of Q2 2026.
  • SS&C Technologies was a new Concurrent Investment Advisors position in Q2 2026.
  • SS&C Technologies made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1159 holding.
  • Concurrent Investment Advisors first reported a position in SS&C Technologies in Q3 2024 and has held it in 5 quarters since.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.