Neo Ivy Capital Management’s SS&C Technologies SSNC Stock Holding History

Neo Ivy 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 Q1	$400K	Buy	+5,921	New	+$455K	0.11%	229
2025 Q3	–	Sell	-7,732	Closed	-$640K	–	524
2025 Q2	$640K	Buy	+7,732	New	+$608K	0.2%	168
2025 Q1	–	Sell	-49,002	Closed	-$3.71M	–	413
2024 Q4	$3.71M	Buy	+49,002	New	+$3.67M	0.75%	40
2022 Q4	–	Sell	-2,654	Closed	-$127K	–	528
2022 Q3	$127K	Buy	2,654 +1,719	+184%	+$99K	0.33%	116
2022 Q2	$54K	Sell	935 -4,195	-82%	-$270K	0.14%	221
2022 Q1	$384K	Buy	+5,130	New	+$401K	0.35%	109
2021 Q4	–	Sell	-6,512	Closed	-$368K	–	619
2021 Q3	$368K	Sell	6,512 -940	-13%	-$69.7K	0.42%	84
2021 Q2	$537K	Buy	+7,452	New	+$545K	0.54%	51
2020 Q4	–	Sell	-4,173	Closed	-$252K	–	565
2020 Q3	$252K	Sell	4,173 -2,339	-36%	-$140K	0.26%	147
2020 Q2	$368K	Buy	6,512 +4,205	+182%	+$229K	0.42%	84
2020 Q1	$101K	Buy	+2,307	New	+$130K	0.16%	222
2019 Q3	–	Sell	-8,072	Closed	-$465K	–	388
2019 Q2	$465K	Buy	+8,072	New	+$486K	0.26%	163

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Neo Ivy Capital Management's SSNC Position: Q1 2026 in Review

Neo Ivy Capital Management opened a new position in SS&C Technologies (SSNC) in Q1 2026: 5,921 shares worth $400K. The stake represents 0.11% of the portfolio and ranks #229 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in SSNC as recently as Q2 2025.

Neo Ivy Capital Management first reported a position in SSNC in Q2 2019 and has held it in 12 quarters since. The position peaked at $3.71M in Q4 2024. 718 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

Neo Ivy Capital Management held 5,921 shares of SS&C Technologies worth $400K as of Q1 2026.
SS&C Technologies was a new Neo Ivy Capital Management position in Q1 2026.
SS&C Technologies made up 0.11% of Neo Ivy Capital Management's portfolio in Q1 2026, its #229 holding.
Neo Ivy Capital Management first reported a position in SS&C Technologies in Q2 2019 and has held it in 12 quarters since.
Neo Ivy Capital Management's SS&C Technologies position peaked at $3.71M in Q4 2024.
718 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.