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Kimelman & Baird’s SS&C Technologies SSNC Stock Holding History

Kimelman & Baird’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
2025
Q4 		– Sell
-9
Closed -$799 – 297
2025
Q3 		$799 Hold
9
– – ﹤0.01% 284
2025
Q2 		$746 Hold
9
– – ﹤0.01% 313
2025
Q1 		$752 Hold
9
– – ﹤0.01% 309
2024
Q4 		$683 Hold
9
– – ﹤0.01% 322
2024
Q3 		$668 Hold
9
– – ﹤0.01% 331
2024
Q2 		$565 Buy
+9
New +$558 ﹤0.01% 344

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Kimelman & Baird's SSNC Position: Q4 2025 in Review

Kimelman & Baird sold out of SS&C Technologies (SSNC) in Q4 2025, closing a stake of 9 shares — an estimated $799 sold.

Kimelman & Baird first reported a position in SSNC in Q2 2024 and held it in 6 quarters. The position peaked at $799 in Q3 2025. 758 funds tracked by Wall St. Rank hold SSNC as of Q4 2025.

  • Kimelman & Baird reported no remaining SS&C Technologies position as of Q4 2025 after selling out during the quarter.
  • Kimelman & Baird sold 9 SS&C Technologies shares in Q4 2025, an estimated $799.
  • Kimelman & Baird first reported a position in SS&C Technologies in Q2 2024 and held it in 6 quarters.
  • Kimelman & Baird's SS&C Technologies position peaked at $799 in Q3 2025.
  • 758 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2025.

Based on Kimelman & Baird's 13F filing for Q4 2025, filed 6 Feb 2026.