Kovitz Investment Group Partners
SSNC icon

Kovitz Investment Group Partners’s SS&C Technologies SSNC Stock Holding History

Kovitz Investment Group Partners’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 		$321K Buy
5,177
+2
+0% +$136 0.01% 428
2026
Q1 		$350K Buy
5,175
+797
+18% +$61.3K 0.01% 434
2025
Q4 		$383K Sell
4,378
-28,290
-87% -$2.41M 0.01% 416
2025
Q3 		$2.9M Sell
32,668
-659
-2% -$57K 0.01% 566
2025
Q2 		$2.76M Buy
33,327
+250
+0.8% +$19.7K 0.01% 560
2025
Q1 		$2.76M Sell
33,077
-1,195
-3% -$98.9K 0.01% 518
2024
Q4 		$2.6M Sell
34,272
-625
-2% -$46.8K 0.01% 527
2024
Q3 		$2.51M Buy
34,897
+15,267
+78% +$1.08M 0.02% 463
2024
Q2 		$1.23M Sell
19,630
-3,216
-14% -$200K 0.01% 499
2024
Q1 		$1.47M Buy
22,846
+17,937
+365% +$1.11M 0.02% 344
2023
Q4 		$300K Sell
4,909
-3,982
-45% -$218K 0.01% 360
2023
Q3 		$467K Sell
8,891
-665
-7% -$38K 0.01% 334
2023
Q2 		$579K Sell
9,556
-21,439
-69% -$1.22M 0.01% 334
2023
Q1 		$1.75M Sell
30,995
-312,005
-91% -$18M 0.03% 250
2022
Q4 		$17.9M Sell
343,000
-692,447
-67% -$35.1M 0.35% 44
2022
Q3 		$49.4M Buy
1,035,447
+18,209
+2% +$1.05M 1.14% 33
2022
Q2 		$59.1M Buy
1,017,238
+40,654
+4% +$2.61M 1.31% 26
2022
Q1 		$73.3M Buy
976,584
+112,759
+13% +$8.81M 1.4% 26
2021
Q4 		$64.2M Sell
863,825
-104,642
-11% -$8.05M 1.51% 25
2021
Q3 		$67.2M Buy
968,467
+4,088
+0.4% +$303K 1.34% 26
2021
Q2 		$69.5M Buy
964,379
+177,396
+23% +$13M 1.37% 25
2021
Q1 		$55M Sell
786,983
-63,353
-7% -$4.28M 1.28% 27
2020
Q4 		$61.9M Buy
850,336
+1,588
+0.2% +$106K 1.51% 25
2020
Q3 		$51.4M Sell
848,748
-1,344
-0.2% -$80.4K 1.44% 23
2020
Q2 		$48M Buy
850,092
+54,598
+7% +$2.98M 1.48% 23
2020
Q1 		$34.9M Buy
795,494
+333,280
+72% +$18.8M 1.26% 28
2019
Q4 		$28.4M Buy
462,214
+3,962
+0.9% +$222K 0.83% 35
2019
Q3 		$23.6M Buy
+458,252
New +$23.4M 0.75% 36

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 $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's SSNC Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its SS&C Technologies (SSNC) stake by 0.04% in Q2 2026, buying an estimated $136 and bringing the position to 5,177 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #428.

Kovitz Investment Group Partners first reported a position in SSNC in Q3 2019 and has held it in 28 quarters since. The position peaked at $73.3M in Q1 2022. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Kovitz Investment Group Partners held 5,177 shares of SS&C Technologies worth $321K as of Q2 2026.
  • Kovitz Investment Group Partners bought 2 SS&C Technologies shares in Q2 2026, an estimated $136.
  • SS&C Technologies made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #428 holding.
  • Kovitz Investment Group Partners first reported a position in SS&C Technologies in Q3 2019 and has held it in 28 quarters since.
  • Kovitz Investment Group Partners's SS&C Technologies position peaked at $73.3M in Q1 2022.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.