SSNCNasdaqServices-Prepackaged SoftwareFiscal year ends December 31
SS&C Technologies Holdings Inc
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$84.62+0.55 (+0.65%)
Close on Oct 19, 2026
- Market cap
- $20.48B
- P/E (TTM)
- 24.4
- Dividend yield
- 1.23%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
86.3%
203M of 235M shares
Institutional holders
722
96 new, 81 sold out
Net institutional buying
11M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $13.46M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| William C. Stone | 35,202,277 | 14.30% | 13G (passive) amendment | Dec 31, 2025 |
| Vanguard Portfolio Management | 12,236,152 | 5.08% | 13G (passive) | Jun 30, 2026 |
| Abigail P. Johnson | 12,049,021 | 5.00% | 13G (passive) | Jun 30, 2026 |
| BlackRock, Inc. | 12,048,983 | 5.00% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SSNC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,824,938 | 7.17% | $1.04B | −3,370,673 | 0.02% |
| Vanguard Portfolio Management LLC | 12,171,365 | 5.19% | $755.23M | +1,197,040 | 0.03% |
| FMR LLC | 12,049,021 | 5.13% | $747.64M | +1,027,206 | 0.03% |
| Pzena Investment Management LLC | 11,036,568 | 4.70% | $684.82M | +1,337,308 | 2.01% |
| Vanguard Capital Management LLC | 9,270,783 | 3.95% | $575.25M | +23,596 | 0.01% |
| State Street Corp | 6,256,870 | 2.67% | $388.24M | +2,464 | 0.01% |
| Aqr Capital Management LLC | 6,074,515 | 2.59% | $376.92M | +3,235,472 | 0.13% |
| Citadel Advisors LLC | 5,905,599 | 2.52% | $366.44M | +330,309 | 0.04% |
| Swedbank AB | 4,862,933 | 2.07% | $301.74M | +555,138 | 0.26% |
| Bank Of Montreal /Can/ | 4,762,252 | 2.03% | $295.50M | −243,001 | 0.10% |
| Geode Capital Management, LLC | 3,959,806 | 1.69% | $245.01M | −41,319 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 3,475,421 | 1.48% | $215.65K | +89,567 | 0.02% |
| Qube Research & Technologies Ltd | 3,079,286 | 1.31% | $191.07M | +846,795 | 0.18% |
| Dimensional Fund Advisors LP | 3,016,330 | 1.29% | $187.19M | −99,286 | 0.03% |
| Jupiter Topco LLC | 2,874,073 | 1.22% | $178.34M | New | 0.07% |
| Snyder Capital Management L P | 2,415,716 | 1.03% | $149.90M | +143,107 | 2.59% |
| Lyrical Asset Management LP | 2,220,129 | 0.95% | $137.76M | −97,042 | 1.75% |
| Robeco Institutional Asset Management B.V. | 2,021,326 | 0.86% | $125.42M | +25 | 0.15% |
| Goldman Sachs Group Inc | 1,992,314 | 0.85% | $123.62M | +381,974 | 0.01% |
| KBC Group NV | 1,896,870 | 0.81% | $117.70K | −11,607 | 0.25% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 722 | 203M | 86.3% | 96 / 293 | 256 / 81 | 32M | 21M |
| Q1 2026 | 720 | 201M | 85.5% | 103 / 283 | 259 / 131 | 51M | 38M |
| Q4 2025 | 758 | 207M | 88.4% | 115 / 272 | 254 / 70 | 22M | 12M |
| Q3 2025 | 722 | 203M | 86.7% | 90 / 243 | 253 / 53 | 11M | 14M |
| Q2 2025 | 693 | 207M | 88.1% | 70 / 276 | 249 / 84 | 16M | 14M |
| Q1 2025 | 717 | 206M | 87.6% | 124 / 280 | 208 / 43 | 15M | 16M |
| Q4 2024 | 649 | 210M | 89.3% | 86 / 243 | 227 / 90 | 25M | 20M |
| Q3 2024 | 663 | 205M | 87.5% | 121 / 259 | 202 / 28 | 39M | 12M |
| Q2 2024 | 575 | 204M | 87.1% | 67 / 238 | 197 / 58 | 12M | 14M |
| Q1 2024 | 571 | 207M | 88.1% | 67 / 238 | 193 / 49 | 10M | 11M |
| Q4 2023 | 560 | 207M | 88.3% | 93 / 191 | 217 / 56 | 14M | 14M |
| Q3 2023 | 530 | 207M | 88.3% | 63 / 203 | 196 / 59 | 11M | 13M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SSNC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 6,494,866 | 2.77% | $403.01M | 0.02% | Jun 30, 2026 |
| Vanguard Windsor Fund | 3,027,313 | 1.29% | $233.25M | 0.92% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 2,754,041 | 1.17% | $185.95M | 0.07% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 2,372,997 | 1.01% | $147.24M | 0.15% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,347,958 | 1.00% | $145.69M | 0.08% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 2,217,651 | 0.95% | $137.61M | 0.06% | Jun 30, 2026 |
| Vanguard Equity Income Fund | 1,933,361 | 0.82% | $119.97M | 0.18% | Jun 30, 2026 |
| Fidelity Equity Dividend Income Fund | 1,661,800 | 0.71% | $112.20M | 1.39% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,486,979 | 0.63% | $92.27M | 0.14% | Jun 30, 2026 |
| Janus Henderson Triton Fund | 1,456,364 | 0.62% | $90.37M | 1.52% | Jun 30, 2026 |
| Fidelity Series Value Discovery Fund | 1,419,553 | 0.60% | $109.38M | 0.62% | Jul 31, 2026 |
| T. Rowe Price Mid-Cap Value Fund, Inc. | 1,412,713 | 0.60% | $87.66M | 0.53% | Jun 30, 2026 |
| Pacer US Cash Cows 100 ETF | 1,166,650 | 0.50% | $89.89M | 0.48% | Jul 31, 2026 |
| Fidelity Value Fund | 1,139,400 | 0.49% | $87.79M | 0.84% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 1,085,627 | 0.46% | $73.30M | 0.17% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| William C. Stone | Chairman of the Board & CEO, Director, 10% owner | 35,174,654 | 14.99% | Mar 3, 2026 |
| Brian N. Schell | EVP & CFO | 114,312 | 0.05% | Aug 18, 2026 |
| Rahul Kanwar | President & COO | 190,370 | 0.08% | Mar 3, 2026 |
| Jason Douglas White | SVP & General Counsel | 59,943 | 0.03% | Mar 3, 2026 |
| David Varsano | Director | 89,004 | 0.04% | May 22, 2026 |
| Jonathan E. Michael | Director | 147,063 | 0.06% | May 22, 2026 |
| Michael Jay Zamkow | Director | 28,479 | 0.01% | May 22, 2026 |
| Smita Conjeevaram | Director | 15,504 | 0.01% | May 22, 2026 |
| Debra Walton | Director | 7,600 | 0.00% | May 22, 2026 |
| d'Archirafi Francesco Paolo Vanni | Director | 3,804 | 0.00% | May 22, 2026 |
| Normand A. Boulanger | Director | 389,504 | 0.17% | May 22, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Brian N. Schell EVP & CFO | Aug 15, 2026 | Tax withholding | −17,937 | $81.50 | $1.46M | 114,312 |
| Brian N. Schell EVP & CFO | Aug 15, 2026 | Option exercise | +40,170 | – | – | 132,249 |
| Michael Jay Zamkow Director | May 22, 2026 | Sale | −3,000 | $66.68 | $200.04K | 18,404 |
| Michael Jay Zamkow Director | May 22, 2026 | Option exercise | +3,000 | $30.45 | $91.35K | 21,404 |
| David Varsano Director | May 20, 2026 | Option exercise | +2,580 | – | – | 89,004 |
| Normand A. Boulanger Director | May 20, 2026 | Option exercise | +2,580 | – | – | 389,504 |
| Jonathan E. Michael Director | May 20, 2026 | Sale | −2,740 | $66.86 | $183.20K | 79,384 |
| Jonathan E. Michael Director | May 20, 2026 | Option exercise | +6,000 | $30.45 | $182.70K | 82,124 |
| Jonathan E. Michael Director | May 20, 2026 | Option exercise | +2,580 | – | – | 81,964 |
| Michael Jay Zamkow Director | May 20, 2026 | Sale | −3,000 | $66.78 | $200.34K | 15,824 |
| Michael Jay Zamkow Director | May 20, 2026 | Option exercise | +3,000 | $30.45 | $91.35K | 18,824 |
| Michael Jay Zamkow Director | May 20, 2026 | Option exercise | +2,580 | – | – | 18,404 |
| Smita Conjeevaram Director | May 20, 2026 | Option exercise | +2,580 | – | – | 15,504 |
| Debra Walton Director | May 20, 2026 | Option exercise | +2,580 | – | – | 7,600 |
| d'Archirafi Francesco Paolo Vanni Director | May 20, 2026 | Option exercise | +2,580 | – | – | 3,804 |
| David Varsano Director | Mar 27, 2026 | Option exercise | +6,000 | $30.45 | $182.70K | 86,424 |
| d'Archirafi Francesco Paolo Vanni Director | Mar 24, 2026 | Option exercise | +1,224 | – | – | 1,224 |
| Jason Douglas White SVP & General Counsel | Mar 2, 2026 | Tax withholding | −3,362 | $75.19 | $252.79K | 59,943 |
| Jason Douglas White SVP & General Counsel | Mar 2, 2026 | Option exercise | +6,585 | – | – | 63,305 |
| William C. Stone Chairman of the Board & CEO, Director, 10% owner | Mar 2, 2026 | Option exercise | +21,949 | – | – | 32,470,808 |
| Rahul Kanwar President & COO | Mar 2, 2026 | Tax withholding | −9,711 | $75.19 | $730.17K | 190,370 |
| Rahul Kanwar President & COO | Mar 2, 2026 | Option exercise | +17,560 | – | – | 200,081 |
| William C. Stone Chairman of the Board & CEO, Director, 10% owner | Feb 22, 2026 | Option exercise | +19,890 | – | – | 32,448,859 |
| Brian N. Schell EVP & CFO | Feb 22, 2026 | Tax withholding | −2,369 | $71.38 | $169.10K | 92,079 |
| Brian N. Schell EVP & CFO | Feb 22, 2026 | Option exercise | +5,304 | – | – | 94,448 |
| Jason Douglas White SVP & General Counsel | Feb 22, 2026 | Option exercise | +5,966 | – | – | 59,767 |
| Jason Douglas White SVP & General Counsel | Feb 22, 2026 | Tax withholding | −3,047 | $71.38 | $217.49K | 56,720 |
| Rahul Kanwar President & COO | Feb 22, 2026 | Option exercise | +15,913 | – | – | 191,322 |
| Rahul Kanwar President & COO | Feb 22, 2026 | Tax withholding | −8,801 | $71.38 | $628.22K | 182,521 |
| Rahul Kanwar President & COO | Feb 14, 2026 | Option exercise | +11,418 | – | – | 180,072 |
| Rahul Kanwar President & COO | Feb 14, 2026 | Tax withholding | −4,663 | $72.09 | $336.16K | 175,409 |
| William C. Stone Chairman of the Board & CEO, Director, 10% owner | Feb 14, 2026 | Option exercise | +14,273 | – | – | 32,428,969 |
| Jason Douglas White SVP & General Counsel | Feb 14, 2026 | Tax withholding | −1,651 | $72.09 | $119.02K | 53,801 |
| Jason Douglas White SVP & General Counsel | Feb 14, 2026 | Option exercise | +4,282 | – | – | 55,452 |
| Brian N. Schell EVP & CFO | Feb 14, 2026 | Tax withholding | −1,780 | $72.09 | $128.32K | 89,144 |
| Brian N. Schell EVP & CFO | Feb 14, 2026 | Option exercise | +3,806 | – | – | 90,924 |
| Rahul Kanwar President & COO | Feb 13, 2026 | Option exercise | +210,715 | – | – | 284,812 |
| Rahul Kanwar President & COO | Feb 13, 2026 | Tax withholding | −116,158 | $72.09 | $8.37M | 168,654 |
| William C. Stone Chairman of the Board & CEO, Director, 10% owner | Feb 13, 2026 | Option exercise | +263,394 | – | – | 32,414,696 |
| Jason Douglas White SVP & General Counsel | Feb 13, 2026 | Tax withholding | −40,340 | $72.09 | $2.91M | 51,170 |
| Jason Douglas White SVP & General Counsel | Feb 13, 2026 | Option exercise | +79,020 | – | – | 91,510 |
| Brian N. Schell EVP & CFO | Feb 13, 2026 | Tax withholding | −32,858 | $72.09 | $2.37M | 87,118 |
| Brian N. Schell EVP & CFO | Feb 13, 2026 | Option exercise | +73,588 | – | – | 119,976 |
| William C. Stone Chairman of the Board & CEO, Director, 10% owner | Dec 23, 2025 | Gift | −148,000 | – | – | 32,151,302 |
| Normand A. Boulanger Director | Nov 25, 2025 | Sale | −150,000 | $85.85 | $12.88M | 386,924 |
| Normand A. Boulanger Director | Nov 25, 2025 | Option exercise | +200,000 | $33.89 | $6.78M | 536,924 |
| William C. Stone Chairman of the Board & CEO, Director, 10% owner | Oct 13, 2025 | Option exercise | +420,000 | $33.89 | $14.23M | 32,299,302 |
| Brian N. Schell EVP & CFO | Aug 15, 2025 | Option exercise | +39,616 | – | – | 64,909 |
| Brian N. Schell EVP & CFO | Aug 15, 2025 | Tax withholding | −18,521 | $86.83 | $1.61M | 46,388 |
| Debra Walton Director | May 21, 2025 | Option exercise | +3,348 | – | – | 5,020 |
| Michael Jay Zamkow Director | May 21, 2025 | Option exercise | +3,348 | – | – | 15,824 |
| Jonathan E. Michael Director | May 21, 2025 | Option exercise | +3,348 | – | – | 76,124 |
| David Varsano Director | May 21, 2025 | Option exercise | +3,348 | – | – | 80,424 |
| Smita Conjeevaram Director | May 21, 2025 | Option exercise | +3,348 | – | – | 12,924 |
| Normand A. Boulanger Director | May 21, 2025 | Option exercise | +3,348 | – | – | 336,924 |
| Michael Jay Zamkow Director | May 13, 2025 | Sale | −12,500 | $79.92 | $999.00K | 12,476 |
| Michael Jay Zamkow Director | May 2, 2025 | Sale | −6,000 | $77.05 | $462.30K | 37,876 |
| Michael Jay Zamkow Director | May 2, 2025 | Sale | −12,900 | $77.60 | $1.00M | 24,976 |
| Michael Jay Zamkow Director | May 2, 2025 | Option exercise | +6,000 | $30.19 | $181.14K | 43,876 |
| Jonathan E. Michael Director | May 1, 2025 | Buy | +2,700 | $75.53 | $203.93K | 72,776 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Zamkow Michael Director | May 22, 2026 | 3,000 | $200.04K | May 22, 2026 | Exercise of options under a registered plan |
| E. Michael Jonathan Director | May 20, 2026 | 2,740 | $183.20K | May 20, 2026 | Exercise of options under a registered plan |
| Zamkow Michael Director | May 20, 2026 | 3,000 | $200.35K | May 20, 2026 | Exercise of options under a registered plan |
| Normand A. Boulanger Director | Nov 25, 2025 | 150,000 | $12.88M | Nov 25, 2025 | Stock Options |
| Zamkow Michael Director | May 13, 2025 | 12,500 | $995.75K | May 13, 2025 | Acquired from public market |
| Zamkow Michael Director | May 2, 2025 | 6,000 | $462.30K | May 2, 2025 | Exercise of options under a registered plan |
| Zamkow Michael Director | May 2, 2025 | 12,900 | $1.00M | May 2, 2025 | Acquired from public market |
| Zamkow Michael Director | Feb 25, 2025 | 23,000 | $2.03M | Feb 25, 2025 | Acquired from public market |
| D. White Jason Officer | Feb 18, 2025 | 71,000 | $6.32M | Feb 18, 2025 | Exercise of options under a registered plan |
| C. Stone William Officer | Dec 10, 2024 | 132,700 | $10.20M | Dec 10, 2024 | Exercise of options under a registered plan |
| C. Stone William Officer | Dec 5, 2024 | 247,300 | $18.94M | Dec 5, 2024 | Exercise of options under a registered plan |
| D. White Jason Officer | Nov 26, 2024 | 69,000 | $5.32M | Nov 26, 2024 | Exercise of options under a registered plan |
| Zamkow Michael Director | Sep 20, 2024 | 19,000 | $1.45M | Sep 20, 2024 | Acquired from public market |
| Normand A. Boulanger Director | Sep 16, 2024 | 130,000 | $9.79M | Sep 16, 2024 | Stock Options |
| Kanwar Rahul Officer | Aug 21, 2024 | 412,190 | $30.14M | Aug 21, 2024 | Exercise of options under a registered plan |