SS&C Technologies

SSNC • NASDAQ

SS&C Technologies is a software - application company in the technology sector on NASDAQ, led by William C. Stone, with a market cap of $21.2B. As of Q3 2025, 82% of shares are held by 701 institutional investors, with BlackRock, Inc. as the largest holder at 11.6%.

ChairmanWilliam C. Stone

Market Cap$21.2B

Software - Application

Technology

Employees26.6K

Websitessctech.com

Country

United States of America

Overview

Overview of institutional ownership in SSNC as of Q3 2025 with a market cap of $21.7B

All Institutions

Institutions: 701
Value Held: $17.8B
Shares Held: 200.8M
Avg Position: $25.4M
Median Position: $1.0M

Hedge Funds

Hedge Funds: 49
Value Held: $1.5B
Shares Held: 17.3M
Avg Position: $31.3M
Median Position: $5.6M

Ownership Breakdown

Institutional (non-HF)

75.12%

$16.3B

Hedge Funds

7.07%

$1.5B

Retail & Other

17.8%

$3.9B

Based on market cap of $21.7B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SSNC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$2.5B 0.04% of portfolio	11.60% 28.3M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.8B 0.03% of portfolio	8.38% 20.5M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
HENDERSON GROUP PLC Institution	Ali Dibadj CEO	$1.5B 0.67% of portfolio	6.77% 16.5M shares	Q3 2016 Held for 9y 2m	$218.74B
PZENA INVESTMENT MANAGEMENT LLC Long Only Manager	Chenyu Caroline Cai CEO	$903.2M 2.92% of portfolio	4.17% 10.2M shares	Q2 2021 Held for 4y 5m	$30.9B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$527.1M 0.02% of portfolio	2.43% 5.9M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
FMR LLC Institution	-	$498.1M 0.03% of portfolio	2.30% 5.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
Burgundy Asset Management Ltd. Long Only Manager	Robert Gareth Sankey CEO	$460.5M 4.34% of portfolio	2.13% 5.2M shares	≤ Q2 2013 Held for 12y 5m+	$10.6B
Robeco Investment Management, Inc. Long Only Manager	Joseph Francis Feeney CEO	$393.9M 0.40% of portfolio	1.82% 4.4M shares	Q2 2020 Held for 5y 5m	$97.8B
CANTILLON CAPITAL MANAGEMENT LLC Hedge Fund•Value	William Alexander Vonmueffling CEO	$375.1M 2.07% of portfolio	1.73% 4.2M shares	Q3 2016 Held for 9y 2m	$18.2B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$330.0M 0.02% of portfolio	1.53% 3.7M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T

Net Capital Flow

Institutional buying and selling activity for SSNC in Q3 2025

Traded: +$130.1M
Buyers: 327
Sellers: 297
Total Bought: +$1.0B
Total Sold: −$906.4M
Avg Position: $23.7M

Biggest Buyers

Institution	Net Bought	Current Position
S Swedbank AB Institution	+$173.7M +2.0M shares	$329.3M 3.7M shares
FMR LLC Institution	+$94.2M +1.1M shares	$498.1M 5.6M shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	+$93.4M +1.1M shares	$112.0M 1.3M shares
Junto Capital Management LP Hedge Fund•Long/Short	+$89.3M +1.0M shares	$89.3M 1.0M shares
GOLDMAN SACHS GROUP INC Institution	+$63.7M +717.6K shares	$135.3M 1.5M shares
FIRST TRUST ADVISORS LP ETF Provider	+$36.5M +411.7K shares	$68.5M 772.3K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$33.0M +371.6K shares	$63.9M 719.5K shares
A Amundi Institution	+$30.4M +348.1K shares	$53.8M 616.2K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$27.7M +312.1K shares	$47.8M 538.9K shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$26.0M +293.2K shares	$33.1M 372.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
B BlackRock, Inc. Institution	−$93.5M −1.1M shares	$2.5B 28.3M shares
DIAMOND HILL CAPITAL MANAGEMENT INC Long Only Manager	−$83.4M −939.2K shares	$302.6M 3.4M shares
Capital Research Global Investors RIA/Wealth	−$79.8M −963.8K shares	Sold Off 0 shares
CITIGROUP INC Institution	−$40.6M −457.7K shares	$34.1M 384.0K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$35.9M −404.9K shares	$90.9M 1.0M shares
FRANKLIN RESOURCES INC Institution	−$32.9M −370.8K shares	$186.0M 2.1M shares
MACKENZIE FINANCIAL CORP Long Only Manager	−$27.9M −314.7K shares	$64.6M 727.7K shares
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Fund of Funds	−$25.8M −290.2K shares	$115.9M 1.3M shares
PZENA INVESTMENT MANAGEMENT LLC Long Only Manager	−$25.3M −284.7K shares	$903.2M 10.2M shares
GMT CAPITAL CORP Hedge Fund•Long/Short	−$24.3M −273.9K shares	$69.1M 779.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SSNC in Q3 2025

New Positions: 40
New Value: $40.7M
Exited Positions: 50
Exited Value: $131.6M

New Positions

Institution	Position Value
St. James Investment Company, LLC Long Only Manager	$19.5M 219.5K shares
N Northwest & Ethical Investments L.P. Institution	$13.5M 152.5K shares
Tevis Investment Management RIA/Wealth	$1.2M 13.8K shares
G Generali Asset Management SPA SGR Institution	$1.0M 11.5K shares
A AMJ Financial Wealth Management RIA/Wealth	$792.8K 8.9K shares
BEACON FINANCIAL GROUP RIA/Wealth	$576.9K 6.5K shares
Quadcap Wealth Management, LLC RIA/Wealth	$543.1K 6.1K shares
C CAPROCK Group, Inc. Fund of Funds	$523.8K 5.9K shares
Global View Capital Management LLC RIA/Wealth	$356.5K 4.0K shares
Krilogy Financial LLC RIA/Wealth	$329.9K 3.8K shares

Exited Positions

Institution	Previous Position
Capital Research Global Investors RIA/Wealth	$79.8M 963.8K shares
Polar Capital Holdings Plc Long Only Manager	$13.4M 161.4K shares
B BNP Paribas Investment Partners S.A. Institution	$10.9M 131.7K shares
Lombard Odier Asset Management Ltd Private Equity	$5.6M 67.5K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$5.3M 64.6K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$3.6M 43.2K shares
F Fisher Funds Management LTD Institution	$2.3M 28.1K shares
R Roberts Capital Advisors, LLC Institution	$973.6K 11.8K shares
Williamson Legacy Group, LLC RIA/Wealth	$937.1K 11.3K shares
A AXA Institution	$776.0K 9.4K shares

Options Activity

Institutions with the largest Call and Put options positions in SSNC as of Q3 2025

Call Positions: 9
Call Value: $45.2M
Put Positions: 7
Put Value: $15.4M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$33.6M 3.8K contracts
N NOMURA HOLDINGS INC Institution	$9.4M 1.1K contracts
J JANE STREET GROUP, LLC Institution	$1.2M 131.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.1M 124.0 contracts
S SIG BROKERAGE, LP Institution	- - contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	- - contracts
S Squarepoint Ops LLC Hedge Fund•Quant	- - contracts
D D. E. Shaw & Co., Inc. Institution	- - contracts
BARCLAYS PLC Institution	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$12.2M 1.4K contracts
J JANE STREET GROUP, LLC Institution	$1.8M 208.0 contracts
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$541.4K 61.0 contracts
Walleye Trading LLC RIA/Wealth	$434.9K 49.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$301.8K 34.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	- - contracts
S Squarepoint Ops LLC Hedge Fund•Quant	- - contracts

Most Committed Institutions

Institutions with SSNC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Hudson Way Capital Management LLC Hedge Fund•Long/Short	Carrie Elizabeth Bass CFO	8.44% $107.6M	0.50% 1.2M shares	Q1 2023 Held for 2y 8m	$1.3B
T Triavera Capital LLC Hedge Fund•Long/Short	Michael David Kahn Managing Partner	6.20% $12.7M	0.06% 143.5K shares	Q4 2024 Held for 11 months	$205.5M
LAKEWOOD CAPITAL MANAGEMENT, LP Hedge Fund•Long/Short	Anthony Theodore Bozza Managing Partner	5.17% $68.3M	0.32% 770.0K shares	Q2 2024 Held for 1y 5m	$1.3B
P Progeny 3, Inc. Institution	-	5.15% $99.9M	0.46% 1.1M shares	Q4 2023 Held for 1y 11m	$1.9B
Kennon-Green & Company, LLC RIA/Wealth	Aaron Michael Green Managing Partner	5.13% $6.6M	0.03% 74.5K shares	Q4 2022 Held for 2y 11m	$128.8M
K Katamaran Capital LLP Institution	-	4.90% $5.4M	0.02% 60.5K shares	Q4 2024 Held for 11 months	$109.6M
Sunriver Management LLC Hedge Fund•Long/Short	Randolph Willett Cook Founder	4.89% $45.0M	0.21% 507.0K shares	Q3 2019 Held for 6y 2m	$920.0M
Heron Bay Capital Management RIA/Wealth	Paul Clark Seizert Managing Partner	4.50% $24.1M	0.11% 271.8K shares	Q3 2022 Held for 3y 2m	$535.8M
Burgundy Asset Management Ltd. Long Only Manager	Robert Gareth Sankey CEO	4.34% $460.5M	2.13% 5.2M shares	≤ Q2 2013 Held for 12y 5m+	$10.6B
R Rivermont Capital Management LP Hedge Fund•Long/Short	Frank Rosser Gough Managing Partner	3.69% $14.0M	0.06% 157.4K shares	Q3 2024 Held for 1y 2m	$378.6M

Hedge Fund Spotlight

Discover hedge funds investing in SSNC

Junto Capital Management LP

Hedge Fund • Long/Short

Portfolio ManagerJames Courtney Parsons

Portfolio Value: $4.8B
Positions: 71
Last Reported: Q3 2025

Sector Allocation

Position in SS&C Technologies

Market Value: $89.3M
Shares Held: 1.0M
Portfolio Weight: 1.87%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$231.8M	4.85%
2 Blackrock BLK	Asset Management Financial Services	$182.9M	3.83%
3 Morgan Stanley MS	Financial - Capital Markets Financial Services	$170.0M	3.56%