Proficio Capital Partners’s SS&C Technologies SSNC Stock Holding History

Proficio Capital Partners’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	$226K	Buy	+3,643	New	+$247K	0.01%	611
2022 Q3	–	Sell	-10,790	Closed	-$627K	–	284
2022 Q2	$627K	Buy	10,790 +54	+0.5%	+$3.47K	0.12%	105
2022 Q1	$805K	Buy	10,736 +6,622	+161%	+$518K	0.12%	90
2021 Q4	$337K	Sell	4,114 -5	-0.1%	-$385	0.05%	189
2021 Q3	$286K	Hold	4,119	–	–	0.04%	223
2021 Q2	$297K	Buy	4,119 +209	+5%	+$15.3K	0.04%	210
2021 Q1	$273K	Buy	+3,910	New	+$264K	0.04%	204
2019 Q3	–	Sell	-399	Closed	-$23K	–	1332
2019 Q2	$23K	Buy	399 +95	+31%	+$5.72K	0.01%	635
2019 Q1	$19K	Buy	304 +20	+7%	+$1.11K	0.01%	676
2018 Q4	$13K	Sell	284 -10	-3%	-$485	0.01%	670
2018 Q3	$17K	Hold	294	–	–	0.01%	650
2018 Q2	$15K	Buy	294 +32	+12%	+$1.62K	0.01%	696
2018 Q1	$14K	Hold	262	–	–	﹤0.01%	711
2017 Q4	$11K	Hold	262	–	–	﹤0.01%	778
2017 Q3	$11K	Hold	262	–	–	﹤0.01%	762
2017 Q2	$10K	Hold	262	–	–	﹤0.01%	803
2017 Q1	$10K	Buy	+262	New	+$8.81K	﹤0.01%	820

Other funds holding SSNC

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Proficio Capital Partners's SSNC Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in SS&C Technologies (SSNC) in Q2 2026: 3,643 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #611 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in SSNC as recently as Q2 2022.

Proficio Capital Partners first reported a position in SSNC in Q1 2017 and has held it in 17 quarters since. The position peaked at $805K in Q1 2022. 725 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

Proficio Capital Partners held 3,643 shares of SS&C Technologies worth $226K as of Q2 2026.
SS&C Technologies was a new Proficio Capital Partners position in Q2 2026.
SS&C Technologies made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #611 holding.
Proficio Capital Partners first reported a position in SS&C Technologies in Q1 2017 and has held it in 17 quarters since.
Proficio Capital Partners's SS&C Technologies position peaked at $805K in Q1 2022.
725 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.