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

Edgestream 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
2025
Q4 		– Sell
-73,702
Closed -$6.54M – 1133
2025
Q3 		$6.54M Buy
+73,702
New +$6.38M 0.19% 171
2022
Q3 		– Sell
-19,170
Closed -$1.11M – 601
2022
Q2 		$1.11M Buy
+19,170
New +$1.23M 0.09% 301
2021
Q1 		– Sell
-31,278
Closed -$2.27M – 443
2020
Q4 		$2.27M Buy
+31,278
New +$2.1M 0.11% 220

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Edgestream Partners's SSNC Position: Q4 2025 in Review

Edgestream Partners sold out of SS&C Technologies (SSNC) in Q4 2025, closing a stake of 73,702 shares — an estimated $6.54M sold.

Edgestream Partners first reported a position in SSNC in Q4 2020 and held it in 3 quarters. The position peaked at $6.54M in Q3 2025. 758 funds tracked by Wall St. Rank hold SSNC as of Q4 2025.

  • Edgestream Partners reported no remaining SS&C Technologies position as of Q4 2025 after selling out during the quarter.
  • Edgestream Partners sold 73,702 SS&C Technologies shares in Q4 2025, an estimated $6.54M.
  • Edgestream Partners first reported a position in SS&C Technologies in Q4 2020 and held it in 3 quarters.
  • Edgestream Partners's SS&C Technologies position peaked at $6.54M in Q3 2025.
  • 758 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.