Prudent Man Advisors
SSNC icon

Prudent Man Advisors’s SS&C Technologies SSNC Stock Holding History

Prudent Man 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
Q3 		$553K Sell
7,180
-260
-3% -$20K 0.13% 110
2026
Q2 		$462K Buy
7,440
+815
+12% +$55.3K 0.11% 122
2026
Q1 		$448K Buy
6,625
+2,312
+54% +$178K 0.13% 114
2025
Q4 		$377K Sell
4,313
-28
-0.6% -$2.39K 0.14% 110
2025
Q3 		$385K Sell
4,341
-3,300
-43% -$286K 0.14% 107
2025
Q2 		$633K Sell
7,641
-10
-0.1% -$786 0.2% 111
2025
Q1 		$639K Buy
7,651
+163
+2% +$13.5K 0.23% 101
2024
Q4 		$567K Sell
7,488
-945
-11% -$70.7K 0.21% 107
2024
Q3 		$626K Sell
8,433
-139
-2% -$9.9K 0.21% 116
2024
Q2 		$537K Buy
8,572
+386
+5% +$24K 0.19% 111
2024
Q1 		$527K Sell
8,186
-473
-5% -$29.4K 0.2% 116
2023
Q4 		$529K Sell
8,659
-509
-6% -$27.8K 0.2% 116
2023
Q3 		$482K Sell
9,168
-16
-0.2% -$915 0.19% 115
2023
Q2 		$557K Sell
9,184
-82
-0.9% -$4.66K 0.21% 106
2023
Q1 		$523K Sell
9,266
-200
-2% -$11.5K 0.2% 112
2022
Q4 		$493K Buy
9,466
+179
+2% +$9.07K 0.2% 120
2022
Q3 		$443K Buy
9,287
+22
+0.2% +$1.27K 0.21% 100
2022
Q2 		$538K Buy
+9,265
New +$596K 0.25% 88

Other funds holding SSNC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Prudent Man Advisors's SSNC Position: Q3 2026 in Review

Prudent Man Advisors reduced its SS&C Technologies (SSNC) stake by 3.5% in Q3 2026, selling an estimated $20K and leaving 7,180 shares worth $553K. The position accounts for 0.13% of the portfolio, ranked #110.

Prudent Man Advisors first reported a position in SSNC in Q2 2022 and has held it in 18 quarters since. The position peaked at $639K in Q1 2025. 493 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • Prudent Man Advisors held 7,180 shares of SS&C Technologies worth $553K as of Q3 2026.
  • Prudent Man Advisors sold 260 SS&C Technologies shares in Q3 2026, an estimated $20K.
  • SS&C Technologies made up 0.13% of Prudent Man Advisors's portfolio in Q3 2026, its #110 holding.
  • Prudent Man Advisors first reported a position in SS&C Technologies in Q2 2022 and has held it in 18 quarters since.
  • Prudent Man Advisors's SS&C Technologies position peaked at $639K in Q1 2025.
  • 493 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Prudent Man Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.