CI
SSNC icon

CX Institutional’s SS&C Technologies SSNC Stock Holding History

CX Institutional’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 		$6K Buy
+93
New +$6.31K ﹤0.01% 1361
2020
Q3 		– Sell
-39
Closed -$2K – 912
2020
Q2 		$2K Buy
+39
New +$2.13K ﹤0.01% 766
2019
Q3 		– Sell
-97
Closed -$6K – 936
2019
Q2 		$6K Sell
97
-53
-35% -$3.19K ﹤0.01% 590
2019
Q1 		$10K Buy
+150
New +$8.34K ﹤0.01% 460

Other funds holding SSNC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CX Institutional's SSNC Position: Q2 2026 in Review

CX Institutional opened a new position in SS&C Technologies (SSNC) in Q2 2026: 93 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #1361 among its holdings. This is a return to the name: CX Institutional previously reported a position in SSNC as recently as Q2 2020.

CX Institutional first reported a position in SSNC in Q1 2019 and has held it in 4 quarters since. The position peaked at $10K in Q1 2019. 70 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • CX Institutional held 93 shares of SS&C Technologies worth $6K as of Q2 2026.
  • SS&C Technologies was a new CX Institutional position in Q2 2026.
  • SS&C Technologies made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1361 holding.
  • CX Institutional first reported a position in SS&C Technologies in Q1 2019 and has held it in 4 quarters since.
  • CX Institutional's SS&C Technologies position peaked at $10K in Q1 2019.
  • 70 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.