SXL
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Summit X LLC’s SS&C Technologies SSNC Stock Holding History

Summit X LLC’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 		– Sell
-4,494
Closed -$372K – 203
2025
Q2 		$372K Buy
4,494
+565
+14% +$44.4K 0.07% 169
2025
Q1 		$328K Buy
+3,929
New +$325K 0.07% 161
2024
Q3 		– Sell
-3,290
Closed -$214K – 231
2024
Q2 		$214K Buy
+3,290
New +$204K 0.05% 225

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $113B AUM 38.87% 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 $1.88T AUM 44.46% 1-Year Est. Return

Summit X LLC's SSNC Position: Q3 2025 in Review

Summit X LLC sold out of SS&C Technologies (SSNC) in Q3 2025, closing a stake of 4,494 shares — an estimated $372K sold.

Summit X LLC first reported a position in SSNC in Q2 2024 and held it in 3 quarters. The position peaked at $372K in Q2 2025. 722 funds tracked by Wall St. Rank hold SSNC as of Q3 2025.

  • Summit X LLC reported no remaining SS&C Technologies position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 4,494 SS&C Technologies shares in Q3 2025, an estimated $372K.
  • Summit X LLC first reported a position in SS&C Technologies in Q2 2024 and held it in 3 quarters.
  • Summit X LLC's SS&C Technologies position peaked at $372K in Q2 2025.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.