Stifel Financial’s SS&C Technologies SSNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.3M | Sell |
108,100
-40,237
| -27% | -$3.09M | 0.01% | 1124 |
|
|
2025
Q4 | $13M | Buy |
148,337
+2,015
| +1% | +$172K | 0.01% | 826 |
|
|
2025
Q3 | $13M | Sell |
146,322
-14,360
| -9% | -$1.24M | 0.01% | 829 |
|
|
2025
Q2 | $13.3M | Sell |
160,682
-31,898
| -17% | -$2.51M | 0.01% | 770 |
|
|
2025
Q1 | $16.1M | Buy |
192,580
+15,039
| +8% | +$1.24M | 0.02% | 649 |
|
|
2024
Q4 | $13.5M | Buy |
177,541
+1,098
| +0.6% | +$82.1K | 0.01% | 741 |
|
|
2024
Q3 | $13.1M | Buy |
176,443
+4,154
| +2% | +$295K | 0.01% | 762 |
|
|
2024
Q2 | $10.8M | Sell |
172,289
-1,217
| -0.7% | -$75.5K | 0.01% | 789 |
|
|
2024
Q1 | $11.2M | Sell |
173,506
-1,929
| -1% | -$120K | 0.01% | 769 |
|
|
2023
Q4 | $10.7M | Buy |
175,435
+6,932
| +4% | +$379K | 0.01% | 751 |
|
|
2023
Q3 | $8.85M | Sell |
168,503
-3,674
| -2% | -$210K | 0.01% | 771 |
|
|
2023
Q2 | $10.4M | Sell |
172,177
-17,121
| -9% | -$974K | 0.01% | 695 |
|
|
2023
Q1 | $10.7M | Buy |
189,298
+29,678
| +19% | +$1.71M | 0.02% | 664 |
|
|
2022
Q4 | $8.31M | Sell |
159,620
-208
| -0.1% | -$10.5K | 0.01% | 740 |
|
|
2022
Q3 | $7.63M | Buy |
159,828
+29,392
| +23% | +$1.69M | 0.01% | 747 |
|
|
2022
Q2 | $7.57M | Sell |
130,436
-27,337
| -17% | -$1.76M | 0.01% | 770 |
|
|
2022
Q1 | $11.8M | Buy |
157,773
+28,086
| +22% | +$2.2M | 0.02% | 651 |
|
|
2021
Q4 | $10.6M | Sell |
129,687
-56,589
| -30% | -$4.36M | 0.01% | 715 |
|
|
2021
Q3 | $12.9M | Sell |
186,276
-3,914
| -2% | -$290K | 0.02% | 620 |
|
|
2021
Q2 | $13.7M | Buy |
190,190
+68,274
| +56% | +$4.99M | 0.02% | 600 |
|
|
2021
Q1 | $8.52M | Buy |
121,916
+4,713
| +4% | +$318K | 0.01% | 717 |
|
|
2020
Q4 | $8.53M | Sell |
117,203
-85,837
| -42% | -$5.75M | 0.02% | 645 |
|
|
2020
Q3 | $12.3M | Buy |
203,040
+22,507
| +12% | +$1.35M | 0.03% | 476 |
|
|
2020
Q2 | $10.2M | Sell |
180,533
-13,931
| -7% | -$759K | 0.02% | 500 |
|
|
2020
Q1 | $8.48M | Sell |
194,464
-7,227
| -4% | -$409K | 0.02% | 493 |
|
|
2019
Q4 | $12.4M | Sell |
201,691
-3,981
| -2% | -$223K | 0.03% | 524 |
|
|
2019
Q3 | $10.6M | Buy |
205,672
+12,648
| +7% | +$647K | 0.03% | 525 |
|
|
2019
Q2 | $11.1M | Sell |
193,024
-5,080
| -3% | -$306K | 0.03% | 533 |
|
|
2019
Q1 | $12.6M | Buy |
198,104
+14,208
| +8% | +$790K | 0.04% | 455 |
|
|
2018
Q4 | $8.26M | Sell |
183,896
-9,701
| -5% | -$471K | 0.03% | 551 |
|
|
2018
Q3 | $11M | Buy |
193,597
+2,218
| +1% | +$123K | 0.03% | 501 |
|
|
2018
Q2 | $9.92M | Buy |
+191,379
| New | +$9.69M | 0.03% | 543 |
|
|
2016
Q1 | – | Sell |
-23,254
| Closed | -$794K | – | 2371 |
|
|
2015
Q4 | $794K | Buy |
+23,254
| New | +$826K | ﹤0.01% | 1421 |
|
|
2014
Q2 | – | Sell |
-14,184
| Closed | -$284K | – | 2255 |
|
|
2014
Q1 | $284K | Buy |
+14,184
| New | +$291K | ﹤0.01% | 1757 |
|
Other funds holding SSNC
VPM
VCM
