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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
Q2 		$621K Buy
10,011
+2,638
+36% +$179K ﹤0.01% 1073
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Waverly Advisors's SSNC Position: Q2 2026 in Review

Waverly Advisors increased its SS&C Technologies (SSNC) stake by 36% in Q2 2026, buying an estimated $179K and bringing the position to 10,011 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Waverly Advisors first reported a position in SSNC in Q4 2024 and has held it in 7 quarters since. The position peaked at $655K in Q4 2025. 722 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Waverly Advisors held 10,011 shares of SS&C Technologies worth $621K as of Q2 2026.
  • Waverly Advisors bought 2,638 SS&C Technologies shares in Q2 2026, an estimated $179K.
  • SS&C Technologies made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1073 holding.
  • Waverly Advisors first reported a position in SS&C Technologies in Q4 2024 and has held it in 7 quarters since.
  • Waverly Advisors's SS&C Technologies position peaked at $655K in Q4 2025.
  • 722 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.