Lido Advisors
SSNC icon

Lido Advisors’s SS&C Technologies SSNC Stock Holding History

Lido Advisors’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 		$287K Buy
+4,622
New +$314K ﹤0.01% 1769
2026
Q1 		– Sell
-3,475
Closed -$308K – 2126
2025
Q4 		$308K Buy
3,475
+187
+6% +$15.9K ﹤0.01% 1556
2025
Q3 		$292K Buy
3,288
+528
+19% +$45.7K ﹤0.01% 1502
2025
Q2 		$229K Buy
2,760
+307
+13% +$24.1K ﹤0.01% 1466
2025
Q1 		$205K Buy
+2,453
New +$203K ﹤0.01% 1379
2019
Q2 		– Sell
-6,924
Closed -$440K – 569
2019
Q1 		$440K Buy
6,924
+78
+1% +$4.34K 0.03% 313
2018
Q4 		$308K Buy
6,846
+843
+14% +$40.9K 0.03% 301
2018
Q3 		$341K Buy
+6,003
New +$333K 0.03% 312

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

Lido Advisors's SSNC Position: Q2 2026 in Review

Lido Advisors opened a new position in SS&C Technologies (SSNC) in Q2 2026: 4,622 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #1769 among its holdings. This is a return to the name: Lido Advisors previously reported a position in SSNC as recently as Q4 2025.

Lido Advisors first reported a position in SSNC in Q3 2018 and has held it in 8 quarters since. The position peaked at $440K in Q1 2019. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Lido Advisors held 4,622 shares of SS&C Technologies worth $287K as of Q2 2026.
  • SS&C Technologies was a new Lido Advisors position in Q2 2026.
  • SS&C Technologies made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1769 holding.
  • Lido Advisors first reported a position in SS&C Technologies in Q3 2018 and has held it in 8 quarters since.
  • Lido Advisors's SS&C Technologies position peaked at $440K in Q1 2019.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.