Wedge Capital Management
SSNC icon

Wedge Capital Management’s SS&C Technologies SSNC Stock Holding History

Wedge Capital 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
2026
Q3 		$79M Sell
1,025,519
-224,716
-18% -$17.3M 1.38% 2
2026
Q2 		$77.6M Buy
1,250,235
+423,394
+51% +$28.7M 1.28% 15
2026
Q1 		$55.9M Buy
826,841
+57,898
+8% +$4.45M 1.03% 19
2025
Q4 		$67.2M Sell
768,943
-53,581
-7% -$4.57M 1.21% 3
2025
Q3 		$73M Buy
822,524
+4,985
+0.6% +$431K 1.24% 7
2025
Q2 		$67.7M Buy
817,539
+110,434
+16% +$8.68M 1.21% 9
2025
Q1 		$59.1M Buy
707,105
+649,864
+1,135% +$53.8M 1.14% 2
2024
Q4 		$4.34M Buy
57,241
+5,744
+11% +$430K 0.08% 222
2024
Q3 		$3.82M Buy
51,497
+206
+0.4% +$14.6K 0.07% 239
2024
Q2 		$3.21M Buy
51,291
+1,961
+4% +$122K 0.06% 262
2024
Q1 		$3.18M Buy
49,330
+12,789
+35% +$794K 0.05% 279
2023
Q4 		$2.23M Sell
36,541
-1,428
-4% -$78K 0.04% 299
2023
Q3 		$1.99M Sell
37,969
-45,331
-54% -$2.59M 0.04% 302
2023
Q2 		$5.05M Buy
83,300
+74,632
+861% +$4.24M 0.08% 284
2023
Q1 		$489K Sell
8,668
-1,544
-15% -$89K 0.01% 318
2022
Q4 		$532K Buy
10,212
+1
+0% +$51 0.01% 311
2022
Q3 		$488K Buy
10,211
+1,891
+23% +$109K 0.01% 314
2022
Q2 		$483K Buy
+8,320
New +$535K 0.01% 318
2015
Q4 		– Sell
-23,550
Closed -$825K – 611
2015
Q3 		$825K Buy
23,550
+4,250
+22% +$143K 0.01% 362
2015
Q2 		$603K Buy
19,300
+2,250
+13% +$69K 0.01% 428
2015
Q1 		$531K Sell
17,050
-2,050
-11% -$60.9K 0.01% 439
2014
Q4 		$559K Sell
19,100
-3,400
-15% -$84.2K 0.01% 433
2014
Q3 		$494K Buy
22,500
+3,150
+16% +$69.7K 0.01% 450
2014
Q2 		$428K Buy
19,350
+9,000
+87% +$186K ﹤0.01% 448
2014
Q1 		$207K Buy
+10,350
New +$213K ﹤0.01% 489

Other funds holding SSNC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Lyrical Asset Management
Lyrical Asset Management New York $7.44B AUM 34.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wedge Capital Management's SSNC Position: Q3 2026 in Review

Wedge Capital Management reduced its SS&C Technologies (SSNC) stake by 18% in Q3 2026, selling an estimated $17.3M and leaving 1,025,519 shares worth $79M. The position accounts for 1.38% of the portfolio, ranked #2.

Wedge Capital Management first reported a position in SSNC in Q1 2014 and has held it in 25 quarters since. 540 funds tracked by Wall St. Rank hold SSNC as of Q3 2026.

  • Wedge Capital Management held 1,025,519 shares of SS&C Technologies worth $79M as of Q3 2026.
  • Wedge Capital Management sold 224,716 SS&C Technologies shares in Q3 2026, an estimated $17.3M.
  • SS&C Technologies made up 1.38% of Wedge Capital Management's portfolio in Q3 2026, its #2 holding.
  • Wedge Capital Management first reported a position in SS&C Technologies in Q1 2014 and has held it in 25 quarters since.
  • 540 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2026.

Based on Wedge Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.