OPS
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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return