WA
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Waverly Advisors’s SS&C Technologies SSNC Stock Holding History

Waverly Advisors’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
Q1 		$498K Sell
7,373
-120
-2% -$9.22K ﹤0.01% 1086
2025
Q4 		$655K Buy
7,493
+1,654
+28% +$141K 0.01% 899
2025
Q3 		$518K Buy
5,839
+283
+5% +$24.5K 0.01% 841
2025
Q2 		$460K Sell
5,556
-372
-6% -$29.2K 0.01% 825
2025
Q1 		$495K Buy
5,928
+872
+17% +$72.2K 0.01% 774
2024
Q4 		$383K Buy
+5,056
New +$378K 0.01% 748

Other funds holding SSNC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return