Roberts Capital Advisors’s SS&C Technologies SSNC Stock Holding History

Roberts Capital 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
2025 Q3	–	Sell	-11,759	Closed	-$974K	–	94
2025 Q2	$974K	Hold	11,759	–	–	0.72%	37
2025 Q1	$982K	Hold	11,759	–	–	0.86%	29
2024 Q4	$891K	Hold	11,759	–	–	0.75%	36
2024 Q3	$873K	Hold	11,759	–	–	0.75%	36
2024 Q2	$757K	Hold	11,759	–	–	0.73%	43
2024 Q1	$757K	Buy	+11,759	New	+$730K	0.73%	43
2022 Q3	$602K	Hold	12,605	–	–	0.87%	31
2022 Q2	$732K	Hold	12,605	–	–	1%	26
2022 Q1	$946K	Hold	12,605	–	–	0.98%	21
2021 Q4	$1.03M	Buy	+12,605	New	+$970K	0.96%	26

Other funds holding SSNC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAM

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Roberts Capital Advisors's SSNC Position: Q3 2025 in Review

Roberts Capital Advisors sold out of SS&C Technologies (SSNC) in Q3 2025, closing a stake of 11,759 shares — an estimated $974K sold.

Roberts Capital Advisors first reported a position in SSNC in Q4 2021 and held it in 10 quarters. The position peaked at $1.03M in Q4 2021. 722 funds tracked by Wall St. Rank hold SSNC as of Q3 2025.

Roberts Capital Advisors reported no remaining SS&C Technologies position as of Q3 2025 after selling out during the quarter.
Roberts Capital Advisors sold 11,759 SS&C Technologies shares in Q3 2025, an estimated $974K.
Roberts Capital Advisors first reported a position in SS&C Technologies in Q4 2021 and held it in 10 quarters.
Roberts Capital Advisors's SS&C Technologies position peaked at $1.03M in Q4 2021.
722 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2025.

Based on Roberts Capital Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.