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Laird Norton Wetherby Wealth Management’s SS&C Technologies SSNC Stock Holding History

Laird Norton Wetherby Wealth Management’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
Q3 		$577K Buy
6,503
+160
+3% +$13.8K 0.02% 528
2025
Q2 		$525K Buy
+6,343
New +$499K 0.02% 541
2024
Q4 		$527K Sell
6,951
-134
-2% -$10K 0.03% 509
2024
Q3 		$526K Sell
7,085
-64
-0.9% -$4.54K 0.02% 544
2024
Q2 		$448K Buy
7,149
+787
+12% +$48.8K 0.02% 572
2024
Q1 		$410K Sell
6,362
-330
-5% -$20.5K 0.02% 627
2023
Q4 		$409K Sell
6,692
-429
-6% -$23.4K 0.02% 619
2023
Q3 		$374K Buy
7,121
+33
+0.5% +$1.89K 0.02% 613
2023
Q2 		$430K Buy
7,088
+496
+8% +$28.2K 0.02% 593
2023
Q1 		$372K Buy
6,592
+1,008
+18% +$58.1K 0.02% 630
2022
Q4 		$291K Buy
+5,584
New +$283K 0.02% 695
2021
Q2 		– Sell
-4,377
Closed -$305K – 943
2021
Q1 		$305K Sell
4,377
-285
-6% -$19.2K 0.02% 600
2020
Q4 		$339K Buy
+4,662
New +$312K 0.02% 612

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SSNC Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its SS&C Technologies (SSNC) stake by 2.5% in Q3 2025, buying an estimated $13.8K and bringing the position to 6,503 shares worth $577K. The position accounts for 0.02% of the portfolio, ranked #528.

Laird Norton Wetherby Wealth Management first reported a position in SSNC in Q4 2020 and has held it in 13 quarters since. 722 funds tracked by Wall St. Rank hold SSNC as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 6,503 shares of SS&C Technologies worth $577K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 160 SS&C Technologies shares in Q3 2025, an estimated $13.8K.
  • SS&C Technologies made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #528 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in SS&C Technologies in Q4 2020 and has held it in 13 quarters since.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.