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 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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Katamaran Capital's SSNC Position: Q1 2026 in Review

Katamaran Capital reduced its SS&C Technologies (SSNC) stake by 4.3% in Q1 2026, selling an estimated $202K and leaving 58,581 shares worth $3.96M. The position accounts for 3.19% of the portfolio, ranked #14.

Katamaran Capital first reported a position in SSNC in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.37M in Q3 2025. 717 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

Katamaran Capital held 58,581 shares of SS&C Technologies worth $3.96M as of Q1 2026.
Katamaran Capital sold 2,631 SS&C Technologies shares in Q1 2026, an estimated $202K.
SS&C Technologies made up 3.19% of Katamaran Capital's portfolio in Q1 2026, its #14 holding.
Katamaran Capital first reported a position in SS&C Technologies in Q4 2024 and has held it in 6 quarters since.
Katamaran Capital's SS&C Technologies position peaked at $5.37M in Q3 2025.
717 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Katamaran Capital's 13F filing for Q1 2026, filed 5 May 2026.