Red Tortoise LLC’s SS&C Technologies SSNC Stock Holding History

Red Tortoise LLC’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 Q1	$5.88K	Hold	87	–	–	﹤0.01%	359
2025 Q4	$7.61K	Hold	87	–	–	﹤0.01%	327
2025 Q3	$7.72K	Hold	87	–	–	﹤0.01%	325
2025 Q2	$7.2K	Hold	87	–	–	﹤0.01%	313
2025 Q1	$7.27K	Hold	87	–	–	﹤0.01%	293
2024 Q4	$6.59K	Hold	87	–	–	﹤0.01%	313
2024 Q3	$6.46K	Hold	87	–	–	﹤0.01%	325
2024 Q2	$5.45K	Hold	87	–	–	﹤0.01%	338
2024 Q1	$5.6K	Hold	87	–	–	﹤0.01%	326
2023 Q4	$5.32K	Hold	87	–	–	﹤0.01%	288
2023 Q3	$4.57K	Hold	87	–	–	﹤0.01%	291
2023 Q2	$5.27K	Hold	87	–	–	﹤0.01%	277
2023 Q1	$4.91K	Hold	87	–	–	﹤0.01%	273
2022 Q4	$4.53K	Buy	+87	New	+$4.41K	﹤0.01%	329
2021 Q4	–	Sell	-87	Closed	-$4K	–	442
2021 Q3	$4K	Buy	+87	New	+$6.45K	﹤0.01%	338

Other funds holding SSNC

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

Red Tortoise LLC's SSNC Position: Q1 2026 in Review

Red Tortoise LLC held its SS&C Technologies (SSNC) position steady in Q1 2026 at 87 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Red Tortoise LLC first reported a position in SSNC in Q3 2021 and has held it in 15 quarters since. The position peaked at $7.72K in Q3 2025. 719 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

Red Tortoise LLC held 87 shares of SS&C Technologies worth $5.88K as of Q1 2026.
Red Tortoise LLC left its SS&C Technologies share count unchanged in Q1 2026.
SS&C Technologies made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #359 holding.
Red Tortoise LLC first reported a position in SS&C Technologies in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's SS&C Technologies position peaked at $7.72K in Q3 2025.
719 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.