Orion Portfolio Solutions’s SS&C Technologies SSNC Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$470K	Buy	+5,632	New	+$466K	﹤0.01%	1453
2024 Q2	–	Sell	-8,605	Closed	-$554K	–	1796
2024 Q1	$554K	Buy	8,605 +3,342	+63%	+$208K	0.01%	1226
2023 Q4	$321K	Sell	5,263 -1,071	-17%	-$58.5K	﹤0.01%	1382
2023 Q3	$333K	Sell	6,334 -23	-0.4%	-$1.31K	﹤0.01%	1336
2023 Q2	$385K	Buy	6,357 +564	+10%	+$32.1K	﹤0.01%	1310
2023 Q1	$327K	Buy	+5,793	New	+$334K	﹤0.01%	1314
2020 Q3	–	Sell	-19	Closed	-$1K	–	1829
2020 Q2	$1K	Sell	19 -132	-87%	-$7.2K	﹤0.01%	2079
2020 Q1	$7K	Buy	151 +95	+170%	+$5.37K	﹤0.01%	1200
2019 Q4	$3K	Buy	+56	New	+$3.14K	﹤0.01%	1441

Other funds holding SSNC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Orion Portfolio Solutions's SSNC Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in SS&C Technologies (SSNC) in Q1 2025: 5,632 shares worth $470K. The stake represents ﹤0.01% of the portfolio and ranks #1453 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in SSNC as recently as Q1 2024.

Orion Portfolio Solutions first reported a position in SSNC in Q4 2019 and has held it in 9 quarters since. The position peaked at $554K in Q1 2024. 718 funds tracked by Wall St. Rank hold SSNC as of Q1 2025.

Orion Portfolio Solutions held 5,632 shares of SS&C Technologies worth $470K as of Q1 2025.
SS&C Technologies was a new Orion Portfolio Solutions position in Q1 2025.
SS&C Technologies made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1453 holding.
Orion Portfolio Solutions first reported a position in SS&C Technologies in Q4 2019 and has held it in 9 quarters since.
Orion Portfolio Solutions's SS&C Technologies position peaked at $554K in Q1 2024.
718 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.