Dimensional Fund Advisors
SSNC icon

Dimensional Fund Advisors’s SS&C Technologies SSNC Stock Holding History

Dimensional Fund 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 		$187M Sell
3,016,330
-99,286
-3% -$6.74M 0.03% 714
2026
Q1 		$211M Buy
3,115,616
+60,089
+2% +$4.62M 0.04% 545
2025
Q4 		$267M Buy
3,055,527
+76,096
+3% +$6.49M 0.06% 397
2025
Q3 		$264M Buy
2,979,431
+50,757
+2% +$4.39M 0.06% 394
2025
Q2 		$242M Buy
2,928,674
+48,811
+2% +$3.84M 0.06% 406
2025
Q1 		$240M Sell
2,879,863
-278,615
-9% -$23.1M 0.06% 368
2024
Q4 		$239M Buy
3,158,478
+258,554
+9% +$19.3M 0.06% 396
2024
Q3 		$215M Buy
2,899,924
+203,222
+8% +$14.4M 0.05% 447
2024
Q2 		$169M Buy
2,696,702
+349,911
+15% +$21.7M 0.04% 542
2024
Q1 		$151M Buy
2,346,791
+36,461
+2% +$2.26M 0.04% 627
2023
Q4 		$141M Buy
2,310,330
+199,780
+9% +$10.9M 0.04% 622
2023
Q3 		$111M Buy
2,110,550
+56,850
+3% +$3.25M 0.04% 713
2023
Q2 		$124M Buy
2,053,700
+2,990
+0.1% +$170K 0.04% 651
2023
Q1 		$116M Buy
2,050,710
+79,194
+4% +$4.57M 0.04% 681
2022
Q4 		$103K Sell
1,971,516
-24,327
-1% -$1.23M 0.03% 750
2022
Q3 		$95.3M Buy
1,995,843
+15,544
+0.8% +$895K 0.04% 724
2022
Q2 		$115M Buy
1,980,299
+2,278
+0.1% +$146K 0.04% 619
2022
Q1 		$148M Buy
1,978,021
+461
+0% +$36K 0.05% 548
2021
Q4 		$162M Sell
1,977,560
-27,733
-1% -$2.13M 0.05% 504
2021
Q3 		$139M Buy
2,005,293
+24,791
+1% +$1.84M 0.04% 570
2021
Q2 		$143M Buy
1,980,502
+263,875
+15% +$19.3M 0.05% 554
2021
Q1 		$120M Buy
1,716,627
+24,476
+1% +$1.65M 0.04% 669
2020
Q4 		$123M Buy
1,692,151
+63,571
+4% +$4.26M 0.04% 574
2020
Q3 		$98.6M Buy
1,628,580
+41,979
+3% +$2.51M 0.04% 588
2020
Q2 		$89.6M Sell
1,586,601
-12,533
-0.8% -$683K 0.04% 651
2020
Q1 		$70.1M Buy
1,599,134
+152,163
+11% +$8.6M 0.04% 694
2019
Q4 		$88.8M Buy
1,446,971
+124,076
+9% +$6.96M 0.03% 827
2019
Q3 		$68.2M Buy
1,322,895
+97,910
+8% +$5M 0.03% 1050
2019
Q2 		$70.6M Buy
1,224,985
+13,327
+1% +$803K 0.03% 1042
2019
Q1 		$77.2M Buy
1,211,658
+61,803
+5% +$3.44M 0.03% 910
2018
Q4 		$51.9M Buy
1,149,855
+30,589
+3% +$1.48M 0.02% 1194
2018
Q3 		$63.6M Buy
1,119,266
+4,751
+0.4% +$264K 0.02% 1175
2018
Q2 		$57.8M Buy
1,114,515
+12,682
+1% +$642K 0.02% 1258
2018
Q1 		$59.1M Sell
1,101,833
-17,366
-2% -$861K 0.02% 1147
2017
Q4 		$45.3M Buy
1,119,199
+4,429
+0.4% +$180K 0.02% 1459
2017
Q3 		$44.8M Buy
1,114,770
+16,994
+2% +$656K 0.02% 1420
2017
Q2 		$42.2M Sell
1,097,776
-1,746
-0.2% -$65.1K 0.02% 1425
2017
Q1 		$38.9M Buy
1,099,522
+121,948
+12% +$4.1M 0.02% 1462
2016
Q4 		$28M Buy
977,574
+75,607
+8% +$2.34M 0.01% 1713
2016
Q3 		$29M Buy
901,967
+114,635
+15% +$3.63M 0.02% 1614
2016
Q2 		$22.1M Buy
787,332
+7,158
+0.9% +$215K 0.01% 1754
2016
Q1 		$24.7M Sell
780,174
-42,986
-5% -$1.31M 0.01% 1638
2015
Q4 		$28.1M Sell
823,160
-20,836
-2% -$740K 0.02% 1458
2015
Q3 		$29.6M Sell
843,996
-242,410
-22% -$8.18M 0.02% 1364
2015
Q2 		$33.9M Sell
1,086,406
-65,614
-6% -$2.01M 0.02% 1300
2015
Q1 		$35.9M Sell
1,152,020
-6,986
-0.6% -$207K 0.02% 1187
2014
Q4 		$33.9M Buy
1,159,006
+55,854
+5% +$1.38M 0.02% 1161
2014
Q3 		$24.2M Sell
1,103,152
-53,416
-5% -$1.18M 0.02% 1415
2014
Q2 		$25.6M Sell
1,156,568
-142,254
-11% -$2.94M 0.02% 1383
2014
Q1 		$26M Sell
1,298,822
-62,590
-5% -$1.29M 0.02% 1295
2013
Q4 		$30.1M Sell
1,361,412
-67,618
-5% -$1.36M 0.02% 1059
2013
Q3 		$27.2M Sell
1,429,030
-25,648
-2% -$466K 0.02% 1054
2013
Q2 		$23.9M Buy
+1,454,678
New +$22.6M 0.02% 1073

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

Dimensional Fund Advisors's SSNC Position: Q2 2026 in Review

Dimensional Fund Advisors reduced its SS&C Technologies (SSNC) stake by 3.2% in Q2 2026, selling an estimated $6.74M and leaving 3,016,330 shares worth $187M. The position accounts for 0.03% of the portfolio, ranked #714.

Dimensional Fund Advisors first reported a position in SSNC in Q2 2013 and has held it in 53 quarters since. The position peaked at $267M in Q4 2025. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Dimensional Fund Advisors held 3,016,330 shares of SS&C Technologies worth $187M as of Q2 2026.
  • Dimensional Fund Advisors sold 99,286 SS&C Technologies shares in Q2 2026, an estimated $6.74M.
  • SS&C Technologies made up 0.03% of Dimensional Fund Advisors's portfolio in Q2 2026, its #714 holding.
  • Dimensional Fund Advisors first reported a position in SS&C Technologies in Q2 2013 and has held it in 53 quarters since.
  • Dimensional Fund Advisors's SS&C Technologies position peaked at $267M in Q4 2025.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.