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 Q3	$447K	Buy	5,794 +1,172	+25%	+$90.2K	﹤0.01%	1537
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%	314
2018 Q4	$308K	Buy	6,846 +843	+14%	+$40.9K	0.03%	302
2018 Q3	$341K	Buy	+6,003	New	+$333K	0.03%	312

Other funds holding SSNC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Lido Advisors's SSNC Position: Q3 2026 in Review

Lido Advisors increased its SS&C Technologies (SSNC) stake by 25% in Q3 2026, buying an estimated $90.2K and bringing the position to 5,794 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Lido Advisors first reported a position in SSNC in Q3 2018 and has held it in 9 quarters since. 478 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

Lido Advisors held 5,794 shares of SS&C Technologies worth $447K as of Q3 2026.
Lido Advisors bought 1,172 SS&C Technologies shares in Q3 2026, an estimated $90.2K.
SS&C Technologies made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1537 holding.
Lido Advisors first reported a position in SS&C Technologies in Q3 2018 and has held it in 9 quarters since.
478 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.