Root Financial Partners
SSNC icon

Root Financial Partners’s SS&C Technologies SSNC Stock Holding History

Root Financial 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
Q3 		$104K Buy
+1,347
New +$104K ﹤0.01% 722
2026
Q2 		– Sell
-321
Closed -$21.7K – 2810
2026
Q1 		$21.7K Sell
321
-231
-42% -$17.8K ﹤0.01% 1281
2025
Q4 		$48.3K Buy
552
+84
+18% +$7.16K ﹤0.01% 731
2025
Q3 		$41.5K Buy
+468
New +$40.5K ﹤0.01% 737

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
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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Root Financial Partners's SSNC Position: Q3 2026 in Review

Root Financial Partners opened a new position in SS&C Technologies (SSNC) in Q3 2026: 1,347 shares worth $104K. The stake represents ﹤0.01% of the portfolio and ranks #722 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SSNC as recently as Q1 2026.

Root Financial Partners first reported a position in SSNC in Q3 2025 and has held it in 4 quarters since. 413 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • Root Financial Partners held 1,347 shares of SS&C Technologies worth $104K as of Q3 2026.
  • SS&C Technologies was a new Root Financial Partners position in Q3 2026.
  • SS&C Technologies made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #722 holding.
  • Root Financial Partners first reported a position in SS&C Technologies in Q3 2025 and has held it in 4 quarters since.
  • 413 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.