LCM
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Lakewood Capital Management’s SS&C Technologies SSNC Stock Holding History

Lakewood Capital 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
2026
Q2 		$63.1M Buy
1,016,954
+70,000
+7% +$4.75M 3.25% 10
2026
Q1 		$64M Buy
946,954
+128,000
+16% +$9.84M 4.04% 6
2025
Q4 		$71.6M Buy
818,954
+49,000
+6% +$4.18M 4.74% 2
2025
Q3 		$68.3M Hold
769,954
– – 5.16% 4
2025
Q2 		$63.8M Buy
769,954
+122,000
+19% +$9.59M 4.76% 6
2025
Q1 		$54.1M Hold
647,954
– – 4.72% 6
2024
Q4 		$49.1M Buy
647,954
+127,000
+24% +$9.5M 4.4% 7
2024
Q3 		$38.7M Buy
520,954
+166,000
+47% +$11.8M 3.04% 14
2024
Q2 		$22.2M Buy
+354,954
New +$22M 1.82% 20

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 40.91% 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

Lakewood Capital Management's SSNC Position: Q2 2026 in Review

Lakewood Capital Management increased its SS&C Technologies (SSNC) stake by 7.4% in Q2 2026, buying an estimated $4.75M and bringing the position to 1,016,954 shares worth $63.1M. The position accounts for 3.25% of the portfolio, ranked #10.

Lakewood Capital Management first reported a position in SSNC in Q2 2024 and has held it in 9 quarters since. The position peaked at $71.6M in Q4 2025. 722 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Lakewood Capital Management held 1,016,954 shares of SS&C Technologies worth $63.1M as of Q2 2026.
  • Lakewood Capital Management bought 70,000 SS&C Technologies shares in Q2 2026, an estimated $4.75M.
  • SS&C Technologies made up 3.25% of Lakewood Capital Management's portfolio in Q2 2026, its #10 holding.
  • Lakewood Capital Management first reported a position in SS&C Technologies in Q2 2024 and has held it in 9 quarters since.
  • Lakewood Capital Management's SS&C Technologies position peaked at $71.6M in Q4 2025.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Lakewood Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.