Tortoise Investment Management’s SS&C Technologies SSNC Stock Holding History

Tortoise Investment Management’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 Q4	–	Sell	-2,019	Closed	-$179K	–	1275
2025 Q3	$179K	Buy	2,019 +10	+0.5%	+$866	0.02%	240
2025 Q2	$166K	Buy	2,009 +9	+0.5%	+$707	0.02%	239
2025 Q1	$167K	Hold	2,000	–	–	0.02%	231
2024 Q4	$152K	Hold	2,000	–	–	0.02%	257
2024 Q3	$148K	Hold	2,000	–	–	0.02%	262
2024 Q2	$125K	Hold	2,000	–	–	0.01%	272
2024 Q1	$129K	Hold	2,000	–	–	0.02%	265
2023 Q4	$122K	Hold	2,000	–	–	0.02%	254
2023 Q3	$105K	Hold	2,000	–	–	0.02%	263
2023 Q2	$121K	Hold	2,000	–	–	0.02%	258
2023 Q1	$113K	Hold	2,000	–	–	0.02%	252
2022 Q4	$104K	Hold	2,000	–	–	0.02%	261
2022 Q3	$96K	Hold	2,000	–	–	0.02%	252
2022 Q2	$116K	Hold	2,000	–	–	0.02%	212
2022 Q1	$150K	Buy	+2,000	New	+$156K	0.03%	202

Other funds holding SSNC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

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

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

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

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

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

Tortoise Investment Management's SSNC Position: Q4 2025 in Review

Tortoise Investment Management sold out of SS&C Technologies (SSNC) in Q4 2025, closing a stake of 2,019 shares — an estimated $179K sold.

Tortoise Investment Management first reported a position in SSNC in Q1 2022 and held it in 15 quarters. The position peaked at $179K in Q3 2025. 758 funds tracked by Wall St. Rank hold SSNC as of Q4 2025.

Tortoise Investment Management reported no remaining SS&C Technologies position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 2,019 SS&C Technologies shares in Q4 2025, an estimated $179K.
Tortoise Investment Management first reported a position in SS&C Technologies in Q1 2022 and held it in 15 quarters.
Tortoise Investment Management's SS&C Technologies position peaked at $179K in Q3 2025.
758 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.