SS&C Technologies Holdings Inc
SSNCFigures shown here come from public SEC filings. Dates beside each section show the available history.
How SS&C Technologies Holdings Inc Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 22, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| HB Wealth Management, LLC | 2026-03-31 | 4,151 | $280K | SEC filing |
| US BANCORP \DE\ | 2026-03-31 | 19,025 | $1.29M | SEC filing |
| Bogart Wealth, LLC | 2026-03-31 | 57 | $3.85K | SEC filing |
| PRINCIPAL FINANCIAL GROUP INC | 2026-03-31 | 5,589 | $378K | SEC filing |
| BANK OF MONTREAL /CAN/ | 2026-03-31 | 5,005,253 | $338M | SEC filing |
| Sunbelt Securities, Inc. | 2026-03-31 | 1,333 | $90.1K | SEC filing |
| DAGCO, INC. | 2026-03-31 | 93 | $6.28K | SEC filing |
| PRUDENTIAL FINANCIAL INC | 2026-03-31 | 9,171 | $620K | SEC filing |
| Wilmington Savings Fund Society, FSB | 2026-03-31 | 35,944 | $2.43M | SEC filing |
| Rialto Wealth Management, LLC | 2026-03-31 | 868 | $58.7K | SEC filing |
| Essential Partners LLC | 2026-03-31 | 913 | $61.7K | SEC filing |
| Keating Financial Advisory Services, Inc. | 2026-03-31 | 51 | $3.45K | SEC filing |
| Allworth Financial LP | 2026-03-31 | 3,156 | $213K | SEC filing |
| Innovative Asset Advisors Group, LLC | 2026-03-31 | 523 | $35.3K | SEC filing |
| GHP Investment Advisors, Inc. | 2026-03-31 | 140,593 | $9.5M | SEC filing |
| Caprock Group, LLC | 2026-03-31 | 8,447 | $571K | SEC filing |
| Elevated Capital Advisors, LLC | 2026-03-31 | 5 | $338 | SEC filing |
| Centiva Capital, LP | 2026-03-31 | 12,391 | $837K | SEC filing |
| DekaBank Deutsche Girozentrale | 2026-03-31 | 58,561 | Not shown | SEC filing |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2026-03-31 | 52,346 | $3.54M | SEC filing |
- Each value is checked against SS&C Technologies Holdings Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at SS&C Technologies Holdings Inc's share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among SS&C Technologies Holdings Inc's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2024-12-05 · STONE WILLIAM C: Larger than all 26 other insider sales of Common Stock on file. SEC filing
- 2024-08-21 · Kanwar Rahul: Larger than 25 of the 26 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-22 | ZAMKOW MICHAEL JAY · Director | Common Stock | S — Open market or private sale | −3,000 | 66.68 | SEC filing |
| 2026-05-20 | ZAMKOW MICHAEL JAY · Director | Common Stock | S — Open market or private sale | −3,000 | 66.78 | SEC filing |
| 2026-05-20 | MICHAEL JONATHAN E · Director | Common Stock | S — Open market or private sale | −2,740 | 66.86 | SEC filing |
| 2025-11-25 | BOULANGER NORMAND A · Director | Common Stock | S — Open market or private sale | −150,000 | 85.85 | SEC filing |
| 2025-05-13 | ZAMKOW MICHAEL JAY · Director | Common Stock | S — Open market or private sale | −12,500 | 79.92 | SEC filing |
| 2025-05-02 | ZAMKOW MICHAEL JAY · Director | Common Stock | S — Open market or private sale | −6,000 | 77.05 | SEC filing |
| 2025-05-02 | ZAMKOW MICHAEL JAY · Director | Common Stock | S — Open market or private sale | −12,900 | 77.60 | SEC filing |
| 2025-05-01 | MICHAEL JONATHAN E · Director | Common Stock | P — Open market or private purchase | +2,700 | 75.53 | SEC filing |
Showing 8 of 11 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-22 | ZAMKOW MICHAEL JAY · Director | Stock Option (Right to Buy) | M — Exercise or conversion of derivative security | −3,000 | SEC filing |
| 2026-05-22 | ZAMKOW MICHAEL JAY · Director | Common Stock | M — Exercise or conversion of derivative security | +3,000 | SEC filing |
| 2026-05-20 | Varsano David · Director | Restricted Stock Units | M — Exercise or conversion of derivative security | −2,580 | SEC filing |
| 2026-05-20 | MICHAEL JONATHAN E · Director | Common Stock | M — Exercise or conversion of derivative security | +2,580 | SEC filing |
| 2026-05-20 | MICHAEL JONATHAN E · Director | Restricted Stock Units | M — Exercise or conversion of derivative security | −2,580 | SEC filing |
| 2026-05-20 | Conjeevaram Smita · Director | Common Stock | M — Exercise or conversion of derivative security | +2,580 | SEC filing |
| 2026-05-20 | Walton Debra · Director | Restricted Stock Units | M — Exercise or conversion of derivative security | −2,580 | SEC filing |
| 2026-05-20 | ZAMKOW MICHAEL JAY · Director | Common Stock | M — Exercise or conversion of derivative security | +3,000 | SEC filing |
Showing 8 of 34 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.