Katamaran Capital’s SS&C Technologies SSNC Stock Holding History

Katamaran Capital’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	–	Sell	-58,581	Closed	-$3.96M	–	44
2026 Q1	$3.96M	Sell	58,581 -2,631	-4%	-$202K	3.19%	14
2025 Q4	$5.35M	Buy	61,212 +703	+1%	+$59.9K	4.05%	8
2025 Q3	$5.37M	Sell	60,509 -1,674	-3%	-$145K	4.9%	7
2025 Q2	$5.15M	Buy	62,183 +14,720	+31%	+$1.16M	4.78%	6
2025 Q1	$3.96M	Buy	47,463 +426	+0.9%	+$35.3K	5.1%	3
2024 Q4	$3.56M	Buy	+47,037	New	+$3.52M	4.54%	9

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 40.89% 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

Katamaran Capital's SSNC Position: Q2 2026 in Review

Katamaran Capital sold out of SS&C Technologies (SSNC) in Q2 2026, closing a stake of 58,581 shares — an estimated $3.96M sold.

Katamaran Capital first reported a position in SSNC in Q4 2024 and held it in 6 quarters. The position peaked at $5.37M in Q3 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

Katamaran Capital reported no remaining SS&C Technologies position as of Q2 2026 after selling out during the quarter.
Katamaran Capital sold 58,581 SS&C Technologies shares in Q2 2026, an estimated $3.96M.
Katamaran Capital first reported a position in SS&C Technologies in Q4 2024 and held it in 6 quarters.
Katamaran Capital's SS&C Technologies position peaked at $5.37M in Q3 2025.
724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Katamaran Capital's 13F filing for Q2 2026, filed 21 Jul 2026.