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Legal Advantage Investments’s SS&C Technologies SSNC Stock Holding History

Legal Advantage Investments’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 		– Sell
-31,700
Closed -$2.14M – 84
2026
Q1 		$2.14M Sell
31,700
-200
-0.6% -$15.4K 1.11% 35
2025
Q4 		$2.79M Sell
31,900
-1,000
-3% -$85.3K 1.29% 33
2025
Q3 		$2.92M Hold
32,900
– – 1.31% 30
2025
Q2 		$2.72M Sell
32,900
-700
-2% -$55K 1.27% 30
2025
Q1 		$2.81M Sell
33,600
-700
-2% -$57.9K 1.52% 23
2024
Q4 		$2.6M Sell
34,300
-600
-2% -$44.9K 1.37% 27
2024
Q3 		$2.59M Sell
34,900
-412
-1% -$29.2K 1.42% 24
2024
Q2 		$2.21M Sell
35,312
-250
-0.7% -$15.5K 1.27% 28
2024
Q1 		$2.29M Hold
35,562
– – 1.28% 23
2023
Q4 		$2.17M Sell
35,562
-500
-1% -$27.3K 1.31% 21
2023
Q3 		$1.89M Hold
36,062
– – 1.35% 21
2023
Q2 		$2.19M Hold
36,062
– – 1.46% 21
2023
Q1 		$2.04M Hold
36,062
– – 1.49% 20
2022
Q4 		$1.88M Buy
36,062
+1,901
+6% +$96.3K 1.54% 20
2022
Q3 		$1.63M Buy
34,161
+101
+0.3% +$5.82K 1.53% 20
2022
Q2 		$1.98M Hold
34,060
– – 1.93% 17
2022
Q1 		$2.56M Buy
34,060
+1
+0% +$78 1.92% 18
2021
Q4 		$2.79M Sell
34,059
-500
-1% -$38.5K 1.89% 17
2021
Q3 		$2.4M Buy
34,559
+1
+0% +$74 1.61% 20
2021
Q2 		$2.49M Sell
34,558
-200
-0.6% -$14.6K 1.71% 18
2021
Q1 		$2.43M Buy
34,758
+208
+0.6% +$14K 1.82% 18
2020
Q4 		$2.51M Buy
+34,550
New +$2.32M 1.96% 17

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

Legal Advantage Investments's SSNC Position: Q2 2026 in Review

Legal Advantage Investments sold out of SS&C Technologies (SSNC) in Q2 2026, closing a stake of 31,700 shares — an estimated $2.14M sold.

Legal Advantage Investments first reported a position in SSNC in Q4 2020 and held it in 22 quarters. The position peaked at $2.92M in Q3 2025. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Legal Advantage Investments reported no remaining SS&C Technologies position as of Q2 2026 after selling out during the quarter.
  • Legal Advantage Investments sold 31,700 SS&C Technologies shares in Q2 2026, an estimated $2.14M.
  • Legal Advantage Investments first reported a position in SS&C Technologies in Q4 2020 and held it in 22 quarters.
  • Legal Advantage Investments's SS&C Technologies position peaked at $2.92M in Q3 2025.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.