UFF
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USA Financial Formulas’s SS&C Technologies SSNC Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-3,522
Closed -$294K – 343
2025
Q1 		$294K Buy
+3,522
New +$292K 0.05% 109
2024
Q4 		– Sell
-4,094
Closed -$304K – 353
2024
Q3 		$304K Buy
+4,094
New +$290K 0.05% 119
2018
Q3 		– Sell
-18,241
Closed -$978K – 398
2018
Q2 		$978K Sell
18,241
-101
-0.6% -$5.11K 0.24% 85
2018
Q1 		$984K Sell
18,342
-8,869
-33% -$440K 0.24% 85
2017
Q4 		$1.1M Buy
+27,211
New +$1.11M 0.26% 81
2015
Q4 		– Sell
-18,918
Closed -$663K – 126
2015
Q3 		$663K Buy
+18,918
New +$639K 0.43% 33
2015
Q2 		– Sell
-13,408
Closed -$418K – 274
2015
Q1 		$418K Buy
+13,408
New +$398K 0.14% 135

Other funds holding SSNC

BlackRock
BlackRock New York $5.7T 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return