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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
2024
Q1 		– Sell
-161,400
Closed -$9.86M – 2010
2023
Q4 		$9.86M Buy
+161,400
New +$8.82M 0.06% 227

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Jefferies Financial Group's SSNC Position: Q2 2025 in Review

Jefferies Financial Group sold out of SS&C Technologies (SSNC) in Q2 2025, closing a stake of 6,507 shares — an estimated $544K sold.

Jefferies Financial Group first reported a position in SSNC in Q4 2023 and held it in 3 quarters. The position peaked at $8.54M in Q4 2023. 693 funds tracked by Wall St. Rank hold SSNC as of Q2 2025.

  • Jefferies Financial Group reported no remaining SS&C Technologies position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 6,507 SS&C Technologies shares in Q2 2025, an estimated $544K.
  • Jefferies Financial Group first reported a position in SS&C Technologies in Q4 2023 and held it in 3 quarters.
  • Jefferies Financial Group's SS&C Technologies position peaked at $8.54M in Q4 2023.
  • 693 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.