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Westside Investment Management’s SS&C Technologies SSNC Stock Holding History

Westside Investment 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
Q2 		– Sell
-5
Closed -$338 – 1502
2026
Q1 		$338 Hold
5
– – ﹤0.01% 1440
2025
Q4 		$437 Buy
+5
New +$426 ﹤0.01% 1438

Other funds holding SSNC

BlackRock
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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 40.89% 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

Westside Investment Management's SSNC Position: Q2 2026 in Review

Westside Investment Management sold out of SS&C Technologies (SSNC) in Q2 2026, closing a stake of 5 shares — an estimated $338 sold.

Westside Investment Management first reported a position in SSNC in Q4 2025 and held it in 2 quarters. The position peaked at $437 in Q4 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Westside Investment Management reported no remaining SS&C Technologies position as of Q2 2026 after selling out during the quarter.
  • Westside Investment Management sold 5 SS&C Technologies shares in Q2 2026, an estimated $338.
  • Westside Investment Management first reported a position in SS&C Technologies in Q4 2025 and held it in 2 quarters.
  • Westside Investment Management's SS&C Technologies position peaked at $437 in Q4 2025.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.