Storgate’s SS&C Technologies SSNC Stock Holding History

Storgate’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 Q2	$1.61M	Buy	25,924 +11,830	+84%	+$803K	0.33%	54
2026 Q1	$952K	Buy	14,094 +988	+8%	+$76K	0.75%	18
2025 Q4	$1.15M	Buy	+13,106	New	+$1.12M	0.94%	11

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Storgate's SSNC Position: Q2 2026 in Review

Storgate increased its SS&C Technologies (SSNC) stake by 84% in Q2 2026, buying an estimated $803K and bringing the position to 25,924 shares worth $1.61M. The position accounts for 0.33% of the portfolio, ranked #54.

Storgate first reported a position in SSNC in Q4 2025 and has held it in 3 quarters since. 726 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

Storgate held 25,924 shares of SS&C Technologies worth $1.61M as of Q2 2026.
Storgate bought 11,830 SS&C Technologies shares in Q2 2026, an estimated $803K.
SS&C Technologies made up 0.33% of Storgate's portfolio in Q2 2026, its #54 holding.
Storgate first reported a position in SS&C Technologies in Q4 2025 and has held it in 3 quarters since.
726 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Storgate's 13F filing for Q2 2026, filed 12 Aug 2026.