CX Institutional
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
Q3 		$61K Buy
789
+696
+748% +$53.6K ﹤0.01% 979
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Norris Perne & French
Norris Perne & French Grand Rapids, Michigan $2.29B AUM 28.29% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

CX Institutional's SSNC Position: Q3 2026 in Review

CX Institutional increased its SS&C Technologies (SSNC) stake by 748% in Q3 2026, buying an estimated $53.6K and bringing the position to 789 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

CX Institutional first reported a position in SSNC in Q1 2019 and has held it in 5 quarters since. 138 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • CX Institutional held 789 shares of SS&C Technologies worth $61K as of Q3 2026.
  • CX Institutional bought 696 SS&C Technologies shares in Q3 2026, an estimated $53.6K.
  • SS&C Technologies made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #979 holding.
  • CX Institutional first reported a position in SS&C Technologies in Q1 2019 and has held it in 5 quarters since.
  • 138 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.