OWIM
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Old West Investment Management’s SS&C Technologies SSNC Stock Holding History

Old West Investment 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
Q2 		– Sell
-100,419
Closed -$6.79M – 133
2026
Q1 		$6.79M Sell
100,419
-25,564
-20% -$1.97M 0.74% 45
2025
Q4 		$11M Buy
125,983
+9,522
+8% +$812K 1.97% 19
2025
Q3 		$10.3M Buy
116,461
+6,628
+6% +$574K 2.37% 15
2025
Q2 		$9.09M Buy
109,833
+5,383
+5% +$423K 3% 13
2025
Q1 		$8.72M Buy
104,450
+1,579
+2% +$131K 3.15% 14
2024
Q4 		$7.8M Sell
102,871
-8,913
-8% -$667K 3.16% 14
2024
Q3 		$8.3M Buy
111,784
+17,893
+19% +$1.27M 3.21% 12
2024
Q2 		$5.88M Buy
93,891
+9,592
+11% +$595K 2.6% 18
2024
Q1 		$5.43M Buy
84,299
+6,305
+8% +$392K 2.74% 13
2023
Q4 		$4.77M Buy
77,994
+30,657
+65% +$1.67M 2.45% 15
2023
Q3 		$2.49M Buy
+47,337
New +$2.71M 1.26% 24

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

Old West Investment Management's SSNC Position: Q2 2026 in Review

Old West Investment Management sold out of SS&C Technologies (SSNC) in Q2 2026, closing a stake of 100,419 shares — an estimated $6.79M sold.

Old West Investment Management first reported a position in SSNC in Q3 2023 and held it in 11 quarters. The position peaked at $11M in Q4 2025. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Old West Investment Management reported no remaining SS&C Technologies position as of Q2 2026 after selling out during the quarter.
  • Old West Investment Management sold 100,419 SS&C Technologies shares in Q2 2026, an estimated $6.79M.
  • Old West Investment Management first reported a position in SS&C Technologies in Q3 2023 and held it in 11 quarters.
  • Old West Investment Management's SS&C Technologies position peaked at $11M in Q4 2025.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Old West Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.