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Legacy Investment Solutions’s SS&C Technologies SSNC Stock Holding History

Legacy Investment Solutions’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
Q2 		$580 Buy
+7
New +$550 ﹤0.01% 642
2024
Q4 		$607 Hold
7
– – ﹤0.01% 640
2024
Q3 		$524 Buy
+7
New +$496 ﹤0.01% 607

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Legacy Investment Solutions's SSNC Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in SS&C Technologies (SSNC) in Q2 2025: 7 shares worth $580. The stake represents ﹤0.01% of the portfolio and ranks #642 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SSNC as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SSNC in Q3 2024 and has held it in 3 quarters since. The position peaked at $607 in Q4 2024. 693 funds tracked by Wall St. Rank hold SSNC as of Q2 2025.

  • Legacy Investment Solutions held 7 shares of SS&C Technologies worth $580 as of Q2 2025.
  • SS&C Technologies was a new Legacy Investment Solutions position in Q2 2025.
  • SS&C Technologies made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #642 holding.
  • Legacy Investment Solutions first reported a position in SS&C Technologies in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's SS&C Technologies position peaked at $607 in Q4 2024.
  • 693 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.