Rockefeller Capital Management
SSNC icon

Rockefeller Capital Management’s SS&C Technologies SSNC Stock Holding History

Rockefeller Capital Management’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 		$814K Buy
10,564
+187
+2% +$14.4K ﹤0.01% 1859
2026
Q2 		$644K Sell
10,377
-1,559
-13% -$106K ﹤0.01% 1951
2026
Q1 		$807K Buy
11,936
+6,129
+106% +$471K ﹤0.01% 1723
2025
Q4 		$508K Buy
5,807
+11
+0.2% +$938 ﹤0.01% 1893
2025
Q3 		$514K Buy
+5,796
New +$502K ﹤0.01% 1750
2024
Q4 		– Sell
-11,728
Closed -$868K – 1724
2024
Q3 		$868K Sell
11,728
-11,716
-50% -$831K ﹤0.01% 1268
2024
Q2 		$1.47M Buy
23,444
+740
+3% +$45.9K ﹤0.01% 1085
2024
Q1 		$1.46M Buy
22,704
+9,563
+73% +$594K ﹤0.01% 1128
2023
Q4 		$803K Sell
13,141
-364
-3% -$19.9K ﹤0.01% 1217
2023
Q3 		$710K Buy
+13,505
New +$772K ﹤0.01% 1205
2023
Q2 		– Sell
-4,504
Closed -$254K – 2006
2023
Q1 		$254K Buy
4,504
+1,217
+37% +$70.2K ﹤0.01% 1679
2022
Q4 		$171K Sell
3,287
-1,078
-25% -$54.6K ﹤0.01% 1740
2022
Q3 		$208K Buy
4,365
+1,476
+51% +$85K ﹤0.01% 1632
2022
Q2 		$167K Sell
2,889
-90,857
-97% -$5.84M ﹤0.01% 1703
2022
Q1 		$7.03M Buy
93,746
+8,299
+10% +$649K 0.03% 460
2021
Q4 		$7M Buy
85,447
+1,812
+2% +$139K 0.03% 442
2021
Q3 		$5.8M Buy
83,635
+2,869
+4% +$213K 0.03% 436
2021
Q2 		$5.82M Buy
80,766
+13,506
+20% +$988K 0.03% 413
2021
Q1 		$4.7M Buy
67,260
+6,380
+10% +$431K 0.03% 384
2020
Q4 		$4.43M Buy
60,880
+1,412
+2% +$94.6K 0.03% 348
2020
Q3 		$3.6M Buy
59,468
+1,307
+2% +$78.2K 0.03% 319
2020
Q2 		$3.28M Buy
58,161
+4,713
+9% +$257K 0.03% 304
2020
Q1 		$2.34M Buy
53,448
+51,874
+3,296% +$2.93M 0.03% 308
2019
Q4 		$97K Hold
1,574
– – ﹤0.01% 984
2019
Q3 		$81K Hold
1,574
– – ﹤0.01% 846
2019
Q2 		$91K Buy
+1,574
New +$94.9K ﹤0.01% 708

Other funds holding SSNC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Lyrical Asset Management
Lyrical Asset Management New York $7.44B AUM 34.05% 1-Year Est. Return

Rockefeller Capital Management's SSNC Position: Q3 2026 in Review

Rockefeller Capital Management increased its SS&C Technologies (SSNC) stake by 1.8% in Q3 2026, buying an estimated $14.4K and bringing the position to 10,564 shares worth $814K. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Rockefeller Capital Management first reported a position in SSNC in Q2 2019 and has held it in 26 quarters since. The position peaked at $7.03M in Q1 2022. 593 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • Rockefeller Capital Management held 10,564 shares of SS&C Technologies worth $814K as of Q3 2026.
  • Rockefeller Capital Management bought 187 SS&C Technologies shares in Q3 2026, an estimated $14.4K.
  • SS&C Technologies made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #1859 holding.
  • Rockefeller Capital Management first reported a position in SS&C Technologies in Q2 2019 and has held it in 26 quarters since.
  • Rockefeller Capital Management's SS&C Technologies position peaked at $7.03M in Q1 2022.
  • 593 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.