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

Essential 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
2026
Q2 		$105K Buy
1,699
+786
+86% +$53.3K 0.05% 404
2026
Q1 		$61.7K Sell
913
-4,531
-83% -$348K 0.02% 545
2025
Q4 		$476K Hold
5,444
– – 0.15% 192
2025
Q3 		$483K Hold
5,444
– – 0.16% 178
2025
Q2 		$451K Buy
+5,444
New +$428K 0.18% 174

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

Essential Partners's SSNC Position: Q2 2026 in Review

Essential Partners increased its SS&C Technologies (SSNC) stake by 86% in Q2 2026, buying an estimated $53.3K and bringing the position to 1,699 shares worth $105K. The position accounts for 0.05% of the portfolio, ranked #404.

Essential Partners first reported a position in SSNC in Q2 2025 and has held it in 5 quarters since. The position peaked at $483K in Q3 2025. 722 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Essential Partners held 1,699 shares of SS&C Technologies worth $105K as of Q2 2026.
  • Essential Partners bought 786 SS&C Technologies shares in Q2 2026, an estimated $53.3K.
  • SS&C Technologies made up 0.05% of Essential Partners's portfolio in Q2 2026, its #404 holding.
  • Essential Partners first reported a position in SS&C Technologies in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's SS&C Technologies position peaked at $483K in Q3 2025.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.