SS&C TECHNOLOGIES HLDGS INC SSNC
COM · Common Stock · CUSIP 78467J100 · ISIN US78467J1007
An American multinational financial technology company
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersWindsor, CT
- Founded1986
- Websitessctech.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($116.4m this quarter). Holder counts are more reliable. Shares outstanding: 246.7m as of 2025-04-25, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $83.35. Options: 13 managers hold calls ($68.7m notional), 8 hold puts ($29.4m).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 537 |
| Q4 2022 | 534 |
| Q1 2023 | 534 |
| Q2 2023 | 530 |
| Q3 2023 | 532 |
| Q4 2023 | 564 |
| Q1 2024 | 574 |
| Q2 2024 | 578 |
| Q3 2024 | 665 |
| Q4 2024 | 651 |
| Q1 2025 | 720 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 240 | 274 |
| Q3 2023 | 260 | 254 |
| Q4 2023 | 256 | 274 |
| Q1 2024 | 298 | 243 |
| Q2 2024 | 298 | 256 |
| Q3 2024 | 368 | 230 |
| Q4 2024 | 297 | 316 |
| Q1 2025 | 394 | 252 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $29.1m | $8.8m | 0.30 |
| Q3 2024 | $30.6m | $53.9m | 1.76 |
| Q4 2024 | $61.2m | $4.8m | 0.08 |
| Q1 2025 | $68.7m | $29.4m | 0.43 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | Added | +1.4m |
| Pacer Advisors, Inc. | New | +1.0m |
| AQR CAPITAL MANAGEMENT LLC | Added | +651.6k |
| WEDGE CAPITAL MANAGEMENT L L P/NC | Added | +649.9k |
| Danica Pension, Livsforsikringsaktieselskab | Added | +447.5k |
| COMMERCE BANK | Added | +431.2k |
| Prana Capital Management, LP | Added | +408.0k |
| Select Equity Group, L.P. | New | +340.7k |
| Caisse de depot et placement du Quebec | Added | +307.5k |
| CITADEL ADVISORS LLC | Added | +305.8k |
Biggest sellers
| MACKENZIE FINANCIAL CORP | Reduced | -2.5m |
| Vulcan Value Partners, LLC | Sold out | -1.2m |
| BlackRock, Inc. | Reduced | -1.2m |
| PZENA INVESTMENT MANAGEMENT LLC | Reduced | -1.1m |
| Diamond Hill Capital Management, LLC (Investment Advisor) | Reduced | -975.7k |
| TURTLE CREEK ASSET MANAGEMENT INC. | Reduced | -914.4k |
| Sunriver Management LLC | Sold out | -536.2k |
| Junto Capital Management LP | Sold out | -497.8k |
| Senator Investment Group LP | Reduced | -497.1k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -376.1k |
Biggest calls
| JANE STREET GROUP, LLC | Reduced | $21.0m251.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $13.5m162.1k shares |
| NOMURA HOLDINGS INC | New | $13.4m160.3k shares |
| Oribel Capital Management, LP | New | $5.3m62.9k shares |
| PEAK6 LLC | Reduced | $5.2m62.5k shares |
| WOLVERINE TRADING, LLC | Added | $5.0m61.0k shares |
| CITADEL ADVISORS LLC | Added | $3.3m39.8k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $985.7k11.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $618.0k7.4k shares |
| TUDOR INVESTMENT CORP ET AL | New | $200.5k2.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $20.8m249.1k shares |
| SIMPLEX TRADING, LLC | Added | $3.5m41.4k shares |
| JANE STREET GROUP, LLC | New | $3.0m36.3k shares |
| CITADEL ADVISORS LLC | Reduced | $1.7m20.3k shares |
| Walleye Trading LLC | Reduced | $342.5k4.1k shares |
| WOLVERINE ASSET MANAGEMENT LLC | New | $91.9k1.1k shares |
| Quaker Wealth Management, LLC | First filing | $6698 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| STONE WILLIAM C 13G · exempt (held before listing) +0.4 pts · filed 2026-02-09 | 14.3% |
| PZENA INVESTMENT MANAGEMENT LLC 13G · institution +0.9 pts · filed 2026-10-19 | 5.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.1% |
| BlackRock, Inc. 13G · institution +0.4 pts · filed 2026-07-30 | 5.0% |
Fell to 5% or below in the last year: FMR LLC (5.0%, 2026-08-06), JANUS HENDERSON GROUP PLC (3.5%, 2026-05-15), BlackRock Portfolio Management LLC (3.7%, 2026-04-30; now reported by BlackRock, Inc.), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 1 | $12.0m | — |
| Q3 2023 | 0 | — | 2 | $14.5m | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 2 | $3.0m | — |
| Q3 2024 | 0 | — | 4 | $51.2m | — |
| Q4 2024 | 0 | — | 2 | $34.5m | — |
| Q1 2025 | 0 | — | 2 | $8.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-02-25 | ZAMKOW MICHAEL JAY Director · Through Family Trusts | Sold | $2.0m23.0k shares |
| 2025-02-18 | White Jason Douglas SVP & General Counsel | Sold | $6.3m71.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.05% of their portfolio | 28.4m $2.4bn | Reduced -1.2m |
| VANGUARD GROUP INC 0.03% of their portfolio | 20.4m $1.7bn | Added +186.4k |
| JANUS HENDERSON GROUP PLC 0.74% of their portfolio | 16.4m $1.3bn | Reduced -232.7k |
| PZENA INVESTMENT MANAGEMENT LLC 3.04% of their portfolio | 10.4m $870.7m | Reduced -1.1m |
| STATE STREET CORP 0.02% of their portfolio | 5.9m $495.6m | Added +221.3k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 2.22% of their portfolio | 5.8m $484.0m | Reduced -975.7k |
| Burgundy Asset Management Ltd. 4.49% of their portfolio | 5.2m $433.2m | Added +182.2k |
| Boston Partners 0.52% of their portfolio | 5.2m $431.6m | Reduced -110.8k |
| Cantillon Capital Management LLC 2.38% of their portfolio | 4.4m $367.3m | Reduced -135.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 3.7m $308.4m | Added +159.0k |
| FMR LLC 0.02% of their portfolio | 3.7m $304.9m | Reduced -182.7k |
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 3.6m $302.5m | Added +1.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 3.6m $300.3m | Reduced -126.5k |
| AQR CAPITAL MANAGEMENT LLC 0.25% of their portfolio | 2.9m $238.3m | Added +651.6k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 2.9m $240.5m | Reduced -278.6k |
| NORGES BANK 0.03% of their portfolio | 2.7m $223.1m | Reduced -40.5k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 2.5m $207.8m | Reduced -234.6k |
| ALKEON CAPITAL MANAGEMENT LLC 0.97% of their portfolio | 2.0m $164.1m | Reduced -1.3k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.87% of their portfolio | 1.7m $142.4m | Added +151.7k |
| SNYDER CAPITAL MANAGEMENT L P 3.10% of their portfolio | 1.7m $141.7m | Reduced -16.4k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.4m $120.9m | Added +21.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 1.2m $104.3m | Added +109.2k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.2m $99.5m | Added +75.8k |
| Capital International Investors 0.02% of their portfolio | 1.2m $96.2m | Added +3.4k |
| MACKENZIE FINANCIAL CORP 0.13% of their portfolio | 1.1m $92.6m | Reduced -2.5m |
| Legal & General Group Plc 0.03% of their portfolio | 1.1m $91.9m | Added +2.7k |
| GMT Capital Corp 4.82% of their portfolio | 1.1m $90.8m | Reduced -186.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.09% of their portfolio | 1.1m $90.1m | Reduced -376.1k |
| Hudson Way Capital Management LLC 8.81% of their portfolio | 1.1m $88.9m | Added +36.3k |
| Capital Research Global Investors 0.02% of their portfolio | 1.1m $88.9m | Added +3.4k |
| KBC Group NV 0.27% of their portfolio | 1.1m $88.2m | Added +216.9k |
| PANAGORA ASSET MANAGEMENT INC 0.44% of their portfolio | 1.1m $87.8m | Added +81.7k |
| TURTLE CREEK ASSET MANAGEMENT INC. 2.44% of their portfolio | 1.0m $86.8m | Reduced -914.4k |
| Pacer Advisors, Inc. 0.20% of their portfolio | 1.0m $86.0m | New |
| Senator Investment Group LP 4.53% of their portfolio | 1.0m $85.4m | Reduced -497.1k |
| Progeny 3, Inc. 5.69% of their portfolio | 989.2k $82.6m | Unchanged |
| BRANDES INVESTMENT PARTNERS, LP 0.83% of their portfolio | 980.7k $81.9m | Added +19.6k |
| California Public Employees Retirement System 0.06% of their portfolio | 964.5k $80.6m | Reduced -19.5k |
| Robeco Institutional Asset Management B.V. 0.15% of their portfolio | 953.0k $79.6m | Reduced -31.9k |
| Greenhouse Funds LLLP 3.80% of their portfolio | 932.4k $77.9m | Reduced -118.2k |
| MORGAN STANLEY 0.01% of their portfolio | 929.7k $77.7m | Added +3.8k |
| UBS Group AG 0.02% of their portfolio | 891.5k $74.5m | Added +91.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 843.5k $70.5m | Added +13.5k |
| Cornerstone Investment Partners, LLC 3.35% of their portfolio | 827.7k $69.1m | Reduced -119.8k |
| SHAPIRO CAPITAL MANAGEMENT LLC 2.77% of their portfolio | 804.0k $67.2m | Reduced -343.9k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 757.6k $63.3m | Added +108.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 736.5k $61.5m | Added +177.1k |
| NATIXIS ADVISORS, LLC 0.11% of their portfolio | 734.0k $61.3m | Added +59.3k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 722.0k $60.3m | Added +75.8k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 1.14% of their portfolio | 707.1k $59.1m | Added +649.9k |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 698.6k $58.4m | Added +305.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 690.3k $57.7m | Added +97.2k |
| Amundi 0.02% of their portfolio | 665.8k $53.3m | Added +298.4k |
| TWO SIGMA INVESTMENTS, LP 0.12% of their portfolio | 662.1k $55.3m | Added +85.7k |
| NEW SOUTH CAPITAL MANAGEMENT INC 2.65% of their portfolio | 656.8k $54.9m | Reduced -41.8k |
| LAKEWOOD CAPITAL MANAGEMENT, LP 4.82% of their portfolio | 648.0k $54.1m | Unchanged |
| Swiss National Bank 0.04% of their portfolio | 628.7k $52.5m | Added +4.8k |
| Russell Investments Group, Ltd. 0.07% of their portfolio | 628.3k $52.5m | Reduced -92.1k |
| NORTH STAR ASSET MANAGEMENT INC 2.31% of their portfolio | 605.2k $50.6m | Added +6.5k |
| Prana Capital Management, LP 2.34% of their portfolio | 595.2k $57.4m | Added +408.0k |
| BAMCO INC /NY/ 0.14% of their portfolio | 575.8k $48.1m | Reduced -27.1k |
| Danica Pension, Livsforsikringsaktieselskab 0.91% of their portfolio | 550.0k $45.9m | Added +447.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 535.7k $44.7m | Added +49.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 529.2k $44.2m | Added +282.0k |
| Oldfield Partners LLP 12.90% of their portfolio | 528.7k $44.2m | Reduced -21.9k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 513.8k $42.9m | Reduced -84.0k |
| TWO SIGMA ADVISERS, LP 0.09% of their portfolio | 490.2k $40.9m | Added +221.6k |
| Invesco Ltd. 0.01% of their portfolio | 483.1k $40.4m | Added +12.6k |
| Caisse de depot et placement du Quebec 0.08% of their portfolio | 477.9k $39.9m | Added +307.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 440.9k $36.8m | Added +6.3k |
| GREAT LAKES ADVISORS, LLC 0.33% of their portfolio | 436.3k $36.4m | Reduced -10.4k |
| COMMERCE BANK 0.23% of their portfolio | 434.8k $36.3m | Added +431.2k |
| ANCHOR CAPITAL ADVISORS LLC 1.08% of their portfolio | 433.9k $36.2m | Reduced -106.1k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 430.8k $36.0m | Reduced -103.0k |
| River Road Asset Management, LLC 0.48% of their portfolio | 426.2k $35.6m | Reduced -40.1k |
| LSV ASSET MANAGEMENT 0.09% of their portfolio | 425.5k $35.5m | Reduced -38.9k |
| BARCLAYS PLC 0.02% of their portfolio | 416.7k $34.8m | Added +261.7k |
| DANSKE BANK A/S 0.10% of their portfolio | 404.5k $33.8m | Added +99.5k |
| Nuveen, LLC 0.01% of their portfolio | 395.1k $33.0m | First filing |
| Rivermont Capital Management LP 7.55% of their portfolio | 393.1k $32.8m | Added +243.1k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 387.7k $32.4m | Reduced -76.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 382.3k $31.9m | Added +5.4k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.52% of their portfolio | 365.8k $30.6m | Added +10.5k |
| Select Equity Group, L.P. 0.13% of their portfolio | 340.7k $28.5m | New |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 331.7k $27.7m | Added +117.6k |
| ZWJ INVESTMENT COUNSEL INC 1.13% of their portfolio | 331.3k $27.7m | Added +904 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.12% of their portfolio | 330.8k $27.6m | Added +38.6k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 330.2k $27.6m | Reduced -350.7k |
| CANADA LIFE ASSURANCE Co 0.05% of their portfolio | 316.1k $26.5m | Reduced -2.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.03% of their portfolio | 314.7k $25.8m | Added +77.5k |
| Allianz Asset Management GmbH 0.04% of their portfolio | 310.2k $25.9m | Added +264.5k |
| Sixth Street Partners Management Company, L.P. 3.34% of their portfolio | 305.0k $25.5m | Reduced -45.0k |
| STRS OHIO 0.11% of their portfolio | 302.5k $25.3m | Added +181.6k |
| Point72 Asset Management, L.P. 0.07% of their portfolio | 298.4k $24.9m | Added +285.5k |
| Capital Investment Services of America, Inc. 2.46% of their portfolio | 290.7k $24.3m | Added +167 |
| CITIGROUP INC 0.02% of their portfolio | 280.9k $23.5m | Added +104.8k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 273.6k $22.9m | Reduced -6.4k |
| Foster Victor Wealth Advisors, LLC 1.64% of their portfolio | 267.5k $20.3m | Reduced -5.6k |
| NORRIS PERNE & FRENCH LLP/MI 1.68% of their portfolio | 267.5k $22.3m | Reduced -4.3k |
| Achmea Investment Management B.V. 0.32% of their portfolio | 264.7k $22.1m | Added +64.8k |