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Jefferies Financial Group’s SS&C Technologies SSNC Stock Holding History

Jefferies Financial Group’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 		$3.02M Buy
+48,670
New +$3.3M 0.02% 540
2025
Q2 		– Sell
-6,507
Closed -$544K – 1767
2025
Q1 		$544K Buy
+6,507
New +$539K ﹤0.01% 1025
2024
Q2 		– Sell
-10,834
Closed -$697K – 1851
2024
Q1 		$697K Sell
10,834
-128,916
-92% -$8.01M 0.01% 943
2023
Q4 		$8.54M Buy
+139,750
New +$7.63M 0.06% 258

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 $3.38T AUM 44.17% 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 40.89% 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

Jefferies Financial Group's SSNC Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in SS&C Technologies (SSNC) in Q2 2026: 48,670 shares worth $3.02M. The stake represents 0.02% of the portfolio and ranks #540 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in SSNC as recently as Q1 2025.

Jefferies Financial Group first reported a position in SSNC in Q4 2023 and has held it in 4 quarters since. The position peaked at $8.54M in Q4 2023. 726 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Jefferies Financial Group held 48,670 shares of SS&C Technologies worth $3.02M as of Q2 2026.
  • SS&C Technologies was a new Jefferies Financial Group position in Q2 2026.
  • SS&C Technologies made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #540 holding.
  • Jefferies Financial Group first reported a position in SS&C Technologies in Q4 2023 and has held it in 4 quarters since.
  • Jefferies Financial Group's SS&C Technologies position peaked at $8.54M in Q4 2023.
  • 726 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.