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Sky Investment Group’s SS&C Technologies SSNC Stock Holding History

Sky Investment Group’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 		– Sell
-2,600
Closed -$227K – 147
2025
Q4 		$227K Hold
2,600
– – 0.04% 131
2025
Q3 		$231K Hold
2,600
– – 0.04% 135
2025
Q2 		$215K Sell
2,600
-100
-4% -$7.86K 0.04% 134
2025
Q1 		$226K Hold
2,700
– – 0.04% 131
2024
Q4 		$205K Hold
2,700
– – 0.04% 134
2024
Q3 		$200K Buy
+2,700
New +$191K 0.04% 137
2023
Q3 		– Sell
-3,635
Closed -$220K – 123
2023
Q2 		$220K Sell
3,635
-415
-10% -$23.6K 0.05% 117
2023
Q1 		$229K Hold
4,050
– – 0.05% 115
2022
Q4 		$211K Buy
+4,050
New +$205K 0.05% 120
2022
Q3 		– Sell
-4,050
Closed -$235K – 124
2022
Q2 		$235K Hold
4,050
– – 0.06% 118
2022
Q1 		$304K Hold
4,050
– – 0.06% 115
2021
Q4 		$332K Hold
4,050
– – 0.07% 110
2021
Q3 		$281K Sell
4,050
-50
-1% -$3.71K 0.06% 117
2021
Q2 		$295K Hold
4,100
– – 0.07% 113
2021
Q1 		$286K Hold
4,100
– – 0.07% 108
2020
Q4 		$298K Buy
4,100
+100
+3% +$6.7K 0.08% 103
2020
Q3 		$242K Hold
4,000
– – 0.07% 108
2020
Q2 		$226K Buy
+4,000
New +$218K 0.08% 96
2020
Q1 		– Sell
-4,000
Closed -$246K – 99
2019
Q4 		$246K Hold
4,000
– – 0.08% 94
2019
Q3 		$206K Hold
4,000
– – 0.07% 100
2019
Q2 		$230K Hold
4,000
– – 0.08% 96
2019
Q1 		$255K Buy
+4,000
New +$222K 0.09% 92
2018
Q4 		– Sell
-3,800
Closed -$216K – 102
2018
Q3 		$216K Buy
+3,800
New +$211K 0.08% 97
2018
Q2 		– Sell
-3,800
Closed -$204K – 102
2018
Q1 		$204K Buy
+3,800
New +$188K 0.08% 97

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sky Investment Group's SSNC Position: Q1 2026 in Review

Sky Investment Group sold out of SS&C Technologies (SSNC) in Q1 2026, closing a stake of 2,600 shares — an estimated $227K sold.

Sky Investment Group first reported a position in SSNC in Q1 2018 and held it in 24 quarters. The position peaked at $332K in Q4 2021. 717 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • Sky Investment Group reported no remaining SS&C Technologies position as of Q1 2026 after selling out during the quarter.
  • Sky Investment Group sold 2,600 SS&C Technologies shares in Q1 2026, an estimated $227K.
  • Sky Investment Group first reported a position in SS&C Technologies in Q1 2018 and held it in 24 quarters.
  • Sky Investment Group's SS&C Technologies position peaked at $332K in Q4 2021.
  • 717 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

Based on Sky Investment Group's 13F filing for Q1 2026, filed 16 Apr 2026.