WBI Investments’s SS&C Technologies SSNC Stock Holding History

WBI Investments’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	-8,088	Closed	-$676K	–	322
2025 Q1	$676K	Buy	+8,088	New	+$669K	0.18%	127
2022 Q1	–	Sell	-39,778	Closed	-$3.14M	–	231
2021 Q4	$3.14M	Buy	+39,778	New	+$3.06M	0.5%	48
2017 Q3	–	Sell	-52,641	Closed	-$2.02M	–	372
2017 Q2	$2.02M	Buy	+52,641	New	+$1.96M	0.09%	153

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

WBI Investments's SSNC Position: Q2 2025 in Review

WBI Investments sold out of SS&C Technologies (SSNC) in Q2 2025, closing a stake of 8,088 shares — an estimated $676K sold.

WBI Investments first reported a position in SSNC in Q2 2017 and held it in 3 quarters. The position peaked at $3.14M in Q4 2021. 692 funds tracked by Wall St. Rank hold SSNC as of Q2 2025.

WBI Investments reported no remaining SS&C Technologies position as of Q2 2025 after selling out during the quarter.
WBI Investments sold 8,088 SS&C Technologies shares in Q2 2025, an estimated $676K.
WBI Investments first reported a position in SS&C Technologies in Q2 2017 and held it in 3 quarters.
WBI Investments's SS&C Technologies position peaked at $3.14M in Q4 2021.
692 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2025.

Based on WBI Investments's 13F filing for Q2 2025, filed 11 Aug 2025.