Company Analysis

SS&C Technologies Holdings, Inc. (SSNC)

Nasdaq: SSNC · Services-Prepackaged Software · Windsor, CT · filing with the SEC since 2007
Grade5.3
◀ Past 6.4● Present 6.1▶ Future 3.9

Who owns SS&C Technologies Holdings, Inc.

As filed with the SEC
Holders of 5% or more
4
William C. Stone holds 14.3% of Common Stock, par value $0.01 per share, as its SCHEDULE 13G/A filed Feb 9, 2026 says.
Directors and officers
11
report now, of 16 people on the record since 2010. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 4 named at left.
Holders of 5% or moreshare of the class, as filed
William C. Stone
SCHEDULE 13G/A · filed Feb 9, 2026 · Common Stock, par value $0.01 per share · 13.9% in Feb 10, 2025
14.3%
Pzena Investment Management LLC
SCHEDULE 13G · filed Oct 19, 2026 · Common Stock · 4.7% in Jan 30, 2025
5.6%
Vanguard Portfolio Management
5.08%
Blackrock, Inc.
SCHEDULE 13G · filed Jul 30, 2026 · Common Stock · 4.6% in Feb 7, 2025
5%
Fmr LLC
SCHEDULE 13G · filed Aug 6, 2026 · COMMON STOCK · reported falling below 5%
under 5%
BlackRock Portfolio Management LLC
SCHEDULE 13G/A · filed Apr 30, 2026 · Common Stock · reported falling below 5%, from 6.9% in Apr 15, 2025
under 5%
Janus Henderson Group PLC
SCHEDULE 13G/A · filed May 15, 2026 · Common Stock · reported falling below 5%, from 5.7% in Feb 17, 2026
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
under 5%
What SSNC reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Broadway Square Partners L L P
An investee · investee · invested in, named in the 10-K filed Feb 26, 2026
International Financial Data Services Limited Partners
An investee · investee · invested in, named in the 10-K filed Feb 26, 2026
Orbit Private Investments Limited Partners
An investee · investee · invested in, named in the 10-K filed Feb 26, 2026
Orbit Private Investments LP
An investee · investee · invested in, named in the 10-K filed Feb 26, 2026
Pershing Road Development Company L L C
An investee · investee · invested in, named in the 10-K filed Feb 26, 2026
Battea Class Action Services
A company bought · acquisition · owns, named in the 10-K filed Feb 26, 2026
Calastone
A company bought · acquisition · owns, named in the 10-K filed Feb 26, 2026

174 subsidiaries in 44 countries, from the list filed with the 10-K filed Feb 26, 2026.

Insider tradesForm 4
4sales
0purchases
0sales on a scheduled plan
3people selling
$13.5Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
17181920212223242526
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window3 of 16 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Boulanger Normand APresident and COO1$12.9M00$0
Zamkow Michael Jaydirector2$400,00000$0
Michael Jonathan Edirector1$200,00000$0
SI Assistanton SSNC · research, not advice