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SSNC icon

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

NewEdge 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 		$427K Sell
6,874
-25,372
-79% -$1.72M ﹤0.01% 2240
2026
Q1 		$2.18M Buy
32,246
+22,129
+219% +$1.7M 0.01% 1067
2025
Q4 		$884K Buy
10,117
+9,992
+7,994% +$852K ﹤0.01% 1565
2025
Q3 		$11.1K Buy
125
+71
+131% +$6.14K ﹤0.01% 3302
2025
Q2 		$4.47K Sell
54
-2,537
-98% -$199K ﹤0.01% 3438
2025
Q1 		$216K Buy
2,591
+2,549
+6,069% +$211K ﹤0.01% 2060
2024
Q4 		$3.18K Sell
42
-25
-37% -$1.87K ﹤0.01% 3354
2024
Q3 		$4.99K Hold
67
– – ﹤0.01% 3171
2024
Q2 		$4.21K Hold
67
– – ﹤0.01% 3146
2024
Q1 		$4.32K Sell
67
-41
-38% -$2.55K ﹤0.01% 3186
2023
Q4 		$6.61K Buy
108
+45
+71% +$2.46K ﹤0.01% 3019
2023
Q3 		$3.31K Sell
63
-4,271
-99% -$244K ﹤0.01% 2924
2023
Q2 		$263K Buy
4,334
+193
+5% +$11K ﹤0.01% 1510
2023
Q1 		$234K Buy
4,141
+3,839
+1,271% +$221K ﹤0.01% 1475
2022
Q4 		$15.7K Buy
+302
New +$15.3K ﹤0.01% 2209
2021
Q1 		– Sell
-19,063
Closed -$1.39M – 1108
2020
Q4 		$1.39M Sell
19,063
-1,407
-7% -$94.3K 0.05% 335
2020
Q3 		$1.24M Buy
+20,470
New +$1.22M 0.04% 334
2017
Q3 		– Sell
-270
Closed -$10.5K – 1021
2017
Q2 		$10.5K Buy
+270
New +$10.1K ﹤0.01% 948

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

NewEdge Advisors's SSNC Position: Q2 2026 in Review

NewEdge Advisors reduced its SS&C Technologies (SSNC) stake by 79% in Q2 2026, selling an estimated $1.72M and leaving 6,874 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #2240.

NewEdge Advisors first reported a position in SSNC in Q2 2017 and has held it in 18 quarters since. The position peaked at $2.18M in Q1 2026. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • NewEdge Advisors held 6,874 shares of SS&C Technologies worth $427K as of Q2 2026.
  • NewEdge Advisors sold 25,372 SS&C Technologies shares in Q2 2026, an estimated $1.72M.
  • SS&C Technologies made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2240 holding.
  • NewEdge Advisors first reported a position in SS&C Technologies in Q2 2017 and has held it in 18 quarters since.
  • NewEdge Advisors's SS&C Technologies position peaked at $2.18M in Q1 2026.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.