Ethic Inc’s SS&C Technologies SSNC Stock Holding History

Ethic Inc’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	$692K	Buy	+11,155	New	+$757K	0.01%	826
2026 Q1	–	Sell	-23,579	Closed	-$2.06M	–	1312
2025 Q4	$2.06M	Sell	23,579 -1,232	-5%	-$105K	0.03%	452
2025 Q3	$2.2M	Buy	24,811 +966	+4%	+$83.6K	0.04%	419
2025 Q2	$1.95M	Sell	23,845 -702	-3%	-$55.2K	0.04%	443
2025 Q1	$2.04M	Buy	24,547 +3,102	+14%	+$257K	0.04%	410
2024 Q4	$1.63M	Sell	21,445 -5,580	-21%	-$417K	0.03%	464
2024 Q3	$1.74M	Sell	27,025 -299	-1%	-$21.2K	0.04%	422
2024 Q2	$1.71M	Buy	27,324 +299	+1%	+$18.6K	0.04%	427
2024 Q1	$1.74M	Buy	27,025 +3,297	+14%	+$205K	0.04%	423
2023 Q4	$1.45M	Buy	23,728 +6,099	+35%	+$333K	0.04%	439
2023 Q3	$926K	Buy	17,629 +2,497	+17%	+$143K	0.03%	499
2023 Q2	$917K	Buy	15,132 +3,986	+36%	+$227K	0.03%	480
2023 Q1	$629K	Buy	+11,146	New	+$643K	0.03%	586

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ethic Inc's SSNC Position: Q2 2026 in Review

Ethic Inc opened a new position in SS&C Technologies (SSNC) in Q2 2026: 11,155 shares worth $692K. The stake represents 0.01% of the portfolio and ranks #826 among its holdings. This is a return to the name: Ethic Inc previously reported a position in SSNC as recently as Q4 2025.

Ethic Inc first reported a position in SSNC in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.2M in Q3 2025. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

Ethic Inc held 11,155 shares of SS&C Technologies worth $692K as of Q2 2026.
SS&C Technologies was a new Ethic Inc position in Q2 2026.
SS&C Technologies made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #826 holding.
Ethic Inc first reported a position in SS&C Technologies in Q1 2023 and has held it in 13 quarters since.
Ethic Inc's SS&C Technologies position peaked at $2.2M in Q3 2025.
720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.