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

Stonegate 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
2025
Q3 		$622K Sell
7,007
-703
-9% -$60.8K 0.01% 226
2025
Q2 		$638K Buy
7,710
+938
+14% +$73.7K 0.02% 216
2025
Q1 		$566K Buy
6,772
+445
+7% +$36.8K 0.02% 203
2024
Q4 		$479K Buy
6,327
+930
+17% +$69.6K 0.01% 219
2024
Q3 		$401K Buy
5,397
+1,599
+42% +$113K 0.01% 257
2024
Q2 		$238K Buy
+3,798
New +$236K 0.01% 308

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stonegate Investment Group's SSNC Position: Q3 2025 in Review

Stonegate Investment Group reduced its SS&C Technologies (SSNC) stake by 9.1% in Q3 2025, selling an estimated $60.8K and leaving 7,007 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #226.

Stonegate Investment Group first reported a position in SSNC in Q2 2024 and has held it in 6 quarters since. The position peaked at $638K in Q2 2025. 722 funds tracked by Wall St. Rank hold SSNC as of Q3 2025.

  • Stonegate Investment Group held 7,007 shares of SS&C Technologies worth $622K as of Q3 2025.
  • Stonegate Investment Group sold 703 SS&C Technologies shares in Q3 2025, an estimated $60.8K.
  • SS&C Technologies made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #226 holding.
  • Stonegate Investment Group first reported a position in SS&C Technologies in Q2 2024 and has held it in 6 quarters since.
  • Stonegate Investment Group's SS&C Technologies position peaked at $638K in Q2 2025.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.