About SS&C Technologies Holdings, Inc. - Common Stock Company overview from Wikipedia

SS&C Technologies Holdings, Inc. is an American multinational holding company headquartered in Windsor, Connecticut, that sells software and software as a service to the financial services industry. The company has offices in the Americas, Europe, Asia, Africa and Australia.

History

SS&C was founded by William C. Stone in 1986. The company went through an initial public offering process for the first time in 1996. It was taken private in a leveraged buyout in 2005 with Sunshine Acquisition Corp., affiliated with The Carlyle Group. And after some years as a private company, SS&C was taken public again in a second IPO in 2010 through a listing on Nasdaq under the symbol SSNC.

In 2021, Mammoth Scientific selected SS&C as the administrator and technology partner for its $100 million venture capital fund. The fund is for health science and technology companies. In October, Gordian Capital started using the company's Eze Investment Suite for its trading, portfolio, and risk management services in Singapore and Japan.

In May 2022, Liontrust Asset Management extended its mandate with SS&C. The company uses SS&C's products to manage the majority of its £38.5 billion in assets.

In June, SS&C released a new asset allocator platform for institutional investors. It was powered by FundHub and provided fund data aggregation and analysis, holdings look-through, document management, ABOR and IBOR reporting, performance management, liquidity planning, and exposure analysis.

Acquisitions

SS&C Technologies acquired a variety of companies to bring products and talent into the company. Since 1995, it has acquired more than 50 companies.

Services and Subsidiaries

SS&C Fund Services

SS&C Fund Services offers fund administration services for hedge funds, funds of funds, private equity funds and managed account managers. Rahul Kanwar, Senior Vice President and Managing Director is a key executive for SS&C Fund Services.

SS&C GlobeOp Investor Services

SS&C GlobeOp is a fund administrator offering financial technology products and services.

SS&C Global Wealth Management

The SS&C Global Wealth Platform offers secured web-based multi-currency wealth management aimed to support all aspects of investment management.

SS&C Skyline

SS&C Skyline is an accounting system designed for property management functions. The property management software can be used as a marketing platform that helps users find new tenants through common rental websites and online applications.

SS&C BenefiX

BenefiX is SS&C's product to employee benefits data management and exchange. It is a cloud-based data exchange service that transforms, translates and transmits employee benefits data to insurance carriers and administrators.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

SSNC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price

$82.48

Market Cap

$19.91B

P/E (TTM)

26.2

EPS (TTM)

$3.15

Revenue (TTM)

$6.27B

Div Yield

1.3%

ROE

11.9%

Debt/Equity

1.1

52W Range

$61 – $91

SSNC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $6.27B

2016-12-31 → 2025-12-31

EPS $3.15

2016-12-31 → 2025-12-31

Free Cash Flow $1.66B

2016-12-31 → 2025-12-31

Margins 12.7%

2016-12-31 → 2025-12-31

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric

5Y trend

SSNC

Peer Median

P/E (TTM)

26.2

16.6

P/S (TTM)

3.2

0.6

P/B

2.9

3.0

EV / EBITDA

12.6

—

Price / FCF

12.0

—

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric

5Y trend

SSNC

Peer Median

Gross Margin

48.2%

34.5%

Operating Margin

22.9%

—

Net Profit Margin

12.7%

7.0%

ROA

4.0%

4.1%

ROE

11.9%

14.9%

ROIC

8.2%

—

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric

5Y trend

SSNC

Peer Median

Debt / Equity

1.1

—

Current Ratio

1.1

2.0

Quick Ratio

0.3

—

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric

5Y trend

SSNC

Peer Median

Revenue YoY

6.6%

—

Revenue CAGR 3Y

5.9%

—

Revenue CAGR 5Y

6.1%

—

EPS YoY

5.0%

—

Net Income YoY

4.8%

—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric

5Y trend

SSNC

Peer Median

EPS (Diluted)

$3.15

—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric

5Y trend

SSNC

Peer Median

Payout Ratio

31.9%

—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield

1.3%

Payout Ratio

31.9%

5Y Div CAGR

—

Ex-date	Amount
June 1, 2026	$0.2700
March 2, 2026	$0.2700
Dec. 1, 2025	$0.2700
Sept. 2, 2025	$0.2700
June 2, 2025	$0.2500
March 3, 2025	$0.2500
Dec. 2, 2024	$0.2500
Sept. 3, 2024	$0.2500
June 3, 2024	$0.2400
Feb. 29, 2024	$0.2400
Nov. 30, 2023	$0.2400
Aug. 31, 2023	$0.2400
May 31, 2023	$0.2000
Feb. 28, 2023	$0.2000
Nov. 30, 2022	$0.2000
Aug. 31, 2022	$0.2000
May 31, 2022	$0.2000
Feb. 28, 2022	$0.2000
Nov. 30, 2021	$0.2000
Aug. 31, 2021	$0.1600

SSNC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 16 analysts

Strong Buy 5 31.2%
Buy 8 50.0%
Hold 3 18.8%
Sell 0 0.0%
Strong Sell 0 0.0%

12-Month Price Target

9 analysts · 2026-08-18

Median $90.00

Now $82.48

Low $82.00

High $112.00

Median target $90.00 +9.1%

Mean target $92.33 +11.9%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise

0.03%

Period	EPS Actual	EPS Est	Surprise
June 30, 2026	$1.76	$1.71	0.05%
March 31, 2026	$1.69	$1.68	0.01%
Dec. 31, 2025	$1.69	$1.64	0.05%
Sept. 30, 2025	$1.57	$1.50	0.07%
June 30, 2025	$1.45	$1.42	0.03%
March 31, 2025	$1.44	$1.43	0.01%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker	Market Cap	P/E	Rev YoY	Net Margin	ROE	Gross Margin
SSNC	$21.10B	27.8	6.6%	12.7%	11.9%	48.2%
BR	$15.61B	14.3	8.5%	15.0%	39.3%	—
EXLS	$6.64B	27.6	13.6%	12.0%	27.3%	38.4%
MMS	$5.01B	16.6	2.4%	5.9%	19.1%	24.6%
CNXC	$2.24B	-1.8	2.1%	-13.0%	-36.4%	35.0%
VRRM	$3.44B	26.4	14.6%	102.8%	42.4%	—
TASK	—	10.7	18.9%	8.6%	17.9%	—
CNDT	$297M	-1.7	-9.4%	-5.6%	-22.3%	—
TTEC	$175M	-0.9	-3.2%	-9.0%	-94.3%	—

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 18

Annual Income Statement data for SSNC
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$6.27B	$5.88B	$5.50B	$5.28B	$5.05B	$4.67B	$4.63B	$3.42B	$1.68B	$1.48B	$1.00B	$768M
Cost of Revenue	$3.25B	$3.02B	$2.85B	$2.77B	$2.64B	$2.57B	$2.61B	$2.05B	$886M	$800M	$532M	$411M
Gross Profit	$3.02B	$2.86B	$2.65B	$2.52B	$2.41B	$2.09B	$2.02B	$1.37B	$789M	$681M	$468M	$357M
R&D Expense	$508M	$518M	$474M	$447M	$415M	$399M	$384M	$318M	$153M	$153M	$110M	$57M
SG&A Expense	$452M	$418M	$418M	$425M	$358M	$352M	$369M	$314M	$120M	$122M	$98M	$51M
Operating Expenses	$1.58B	$1.52B	$1.44B	$1.37B	$1.17B	$1.11B	$1.11B	$941M	$392M	$392M	$303M	$157M
Operating Income	$1.44B	$1.34B	$1.21B	$1.14B	$1.24B	$986M	$914M	$429M	$397M	$289M	$165M	$200M
Interest Expense	$435M	$463M	$476M	$312M	$206M	$250M	$410M	$280M	$109M	$130M	$79M	$27M
Interest Income	$8M	$11M	$6M	$4M	$4M	$4M	$5M	$9M	$1M	$2M	$2M	$2M
Other Non-op	$-23M	$9M	$21M	$21M	$18M	$42M	$26M	$8M	$-4M	$3M	$4M	$3M
Pretax Income	$975M	$894M	$858M	$876M	$1.04B	$776M	$532M	$125M	$283M	$164M	$61M	$178M
Income Tax	$176M	$132M	$249M	$227M	$236M	$151M	$93M	$22M	$-46M	$33M	$18M	$47M
Net Income	$797M	$760M	$607M	$650M	$800M	$625M	$438M	$103M	$329M	$131M	$43M	$131M
EPS (Basic)	$3.26	$3.09	$2.45	$2.56	$3.13	$2.44	$1.73	$0.44	$1.60	$0.65	$0.24	$0.79
EPS (Diluted)	$3.15	$3.00	$2.39	$2.48	$2.99	$2.35	$1.66	$0.42	$1.55	$0.64	$0.22	$0.75
Shares (Basic)	244,300,000	246,400,000	248,300,000	254,000,000	255,600,000	256,400,000	252,900,000	232,500,000	204,900,000	200,300,000	182,196,000	166,628,000
Shares (Diluted)	253,100,000	253,800,000	254,500,000	262,000,000	267,300,000	266,600,000	264,200,000	243,700,000	211,600,000	205,800,000	190,896,000	174,662,000
EBITDA	$2.14B	$2.02B	$1.88B	$1.81B	$1.91B	$1.71B	$1.69B	$948M	$634M	$517M	$316M	$300M

Balance Sheet 26

Annual Balance Sheet data for SSNC
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$462M	$567M	$432M	$440M	$564M	$209M	$153M	$167M	$64M	$118M	$434M	$110M
Receivables	$979M	$902M	$799M	$779M	$713M	$648M	$670M	$682M	$244M	$241M	$170M	$94M
Prepaid Expense	$194M	$180M	$166M	$194M	$188M	$188M	$204M	$160M	$39M	$31M	$28M	$15M
Current Assets	$5.49B	$4.86B	$4.05B	$2.42B	$4.25B	$2.30B	$2.79B	$2.05B	$359M	$415M	$675M	$235M
PP&E (Net)	$290M	$300M	$315M	$344M	$382M	$413M	$466M	$553M	$101M	$80M	$67M	$54M
PP&E (Gross)	$755M	$780M	$829M	$842M	$833M	$818M	$777M	$749M	$201M	$165M	$138M	$111M
Accum. Depreciation	$465M	$481M	$514M	$498M	$451M	$406M	$310M	$196M	$100M	$85M	$71M	$56M
Goodwill	$9.99B	$9.22B	$8.97B	$8.86B	$8.05B	$8.08B	$7.96B	$7.86B	$3.71B	$3.65B	$3.55B	$1.57B
Intangibles	$3.24B	$3.13B	$3.26B	$3.71B	$3.41B	$3.90B	$4.40B	$4.96B	$1.34B	$1.53B	$1.49B	$388M
Total Assets	$20.71B	$19.04B	$18.10B	$16.65B	$17.33B	$15.92B	$16.74B	$16.11B	$5.54B	$5.71B	$5.80B	$2.27B
Accounts Payable	$87M	$70M	$80M	$50M	$29M	$28M	$37M	$41M	$27M	$16M	$12M	$12M
Accrued Liabilities	·	·	·	·	·	·	·	·	$168M	$179M	$149M	$31M
Current Liabilities	$5.11B	$4.35B	$3.77B	$2.19B	$3.85B	$2.28B	$2.78B	$1.92B	$444M	$561M	$417M	$192M
Capital Leases	$213M	$175M	$199M	$237M	$268M	$324M	$349M	·	·	·	·	·
Deferred Tax	$847M	$726M	$817M	$873M	$835M	$924M	$1.09B	$1.20B	$284M	$454M	$510M	$102M
Other Non-current Liabilities	$190M	$191M	$249M	$226M	$254M	$288M	$334M	$236M	$119M	$59M	$51M	$26M
Total Liabilities	$13.77B	$12.44B	$11.70B	$10.55B	$11.11B	$10.21B	$11.62B	$11.53B	$2.85B	$3.45B	$3.70B	$919M
Long-term Debt	$7.43B	$7.01B	$6.72B	$7.08B	$5.95B	$6.44B	$7.15B	$8.26B	$2.05B	$2.50B	$2.75B	$620M
Total Debt	$7.43B	$7.01B	$6.72B	$7.08B	$5.95B	$6.44B	$7.15B	$8.26B	$2.05B	$2.50B	$2.75B	$639M
Common Stock	·	·	·	·	$3M	$3M	$3M	$2M	$2M	$2M	$2M	$822.0K
Retained Earnings	$4.18B	$3.64B	$3.13B	$2.74B	$2.29B	$1.67B	$1.18B	$847M	$767M	$492M	$411M	$414M
Treasury Stock	$3.51B	$2.47B	$1.73B	$1.26B	$784M	$296M	$78M	$18M	$18M	$18M	$18M	$18M
AOCI	$-294M	$-541M	$-426M	$-550M	$-242M	$-201M	$-253M	$-343M	$-83M	$-139M	$-83M	$-15M
Stockholders' Equity	$6.89B	$6.53B	$6.34B	$6.04B	$6.17B	$5.72B	$5.12B	$4.58B	$2.69B	$2.26B	$2.11B	$1.35B
Liabilities + Equity	$20.71B	$19.04B	$18.10B	$16.65B	$17.33B	$15.92B	$16.74B	$16.11B	$5.54B	$5.71B	$5.80B	$2.27B
Shares Outstanding	241,400,000	244,500,000	246,600,000	251,000,000	256,000,000	257,600,000	254,600,000	250,800,000	206,500,000	203,042,715	191,531,574	81,482,283

Cash Flow 18

Annual Cash Flow data for SSNC
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$704M	$680M	$670M	$672M	$667M	$725M	$775M	$518M	$237M	$229M	$151M	$100M
Stock-based Comp	$258M	$203M	$160M	$125M	$114M	$88M	$72M	$97M	$42M	$50M	$44M	$11M
Deferred Tax	$-17M	$-115M	$-83M	$-77M	$-88M	$-155M	$-87M	$-106M	$-152M	$-48M	$-40M	$-14M
Amort. of Intangibles	$484M	$482M	$505M	$516M	$526M	$580M	$633M	·	·	·	·	·
Other Non-cash	$4M	$-140M	$-139M	$-235M	$-64M	$-98M	$129M	$27M	$15M	$144M	$77M	$35M
Operating Cash Flow	$1.74B	$1.39B	$1.22B	$1.13B	$1.43B	$1.18B	$1.33B	$640M	$472M	$418M	$231M	$253M
CapEx	$81M	$61M	$57M	$63M	$51M	$35M	$63M	$34M	$36M	$28M	$14M	$15M
Investing Cash Flow	$-1.31B	$-856M	$-268M	$-1.76B	$-148M	$-210M	$-140M	$-7.10B	$-63M	$-496M	·	·
Net Debt Issued	$-765M	$-5.26B	$-750M	$-600M	$-890M	$-1.02B	$-3.36B	$-3.14B	$-512M	$-383M	$-903M	$-212M
Stock Issued	·	·	·	·	·	·	·	$1.40B	·	·	$718M	·
Stock Repurchased	$1.04B	$738M	$472M	$476M	$488M	$228M	$60M	·	·	$15.0K	·	$11M
Net Stock Activity	$-1.04B	$-738M	$-472M	$-476M	$-488M	$-228M	$-60M	$1.40B	·	$-15.0K	$718M	$-11M
Dividends Paid	$254M	$245M	$221M	$203M	$174M	$136M	$108M	$71M	$54M	$50M	$45M	$10M
Financing Cash Flow	$-244M	$-152M	$713M	$-1.18B	$557M	$-1.43B	$-513M	$7.52B	$-468M	$-236M	·	·
Net Change in Cash	$203M	$372M	$1.66B	$-1.83B	$1.83B	$-452M	$676M	$1.05B	$-55M	$-317M	$326M	$25M
Taxes Paid	$219M	$286M	$348M	$281M	$310M	$227M	$223M	$143M	$68M	$9M	$42M	$33M
Free Cash Flow	$1.66B	$1.33B	$1.16B	$1.07B	$1.38B	$1.15B	$1.27B	$606M	$435M	$390M	$217M	$237M
Levered FCF	$1.31B	$933M	$821M	$840M	$1.22B	$949M	$927M	$375M	$308M	$286M	$161M	$217M

Profitability 8

Annual Profitability data for SSNC
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	48.2%	48.7%	48.2%	47.6%	47.7%	44.9%	43.6%	40.1%	47.1%	46.0%	46.8%	46.5%
Operating Margin	22.9%	22.8%	22.0%	21.6%	24.6%	21.1%	19.7%	12.5%	23.7%	19.5%	16.5%	26.1%
Net Margin	12.7%	12.9%	11.0%	12.3%	15.8%	13.4%	9.5%	3.0%	19.6%	8.8%	4.3%	17.1%
Pretax Margin	15.5%	15.2%	15.6%	16.6%	20.5%	16.6%	11.5%	3.7%	16.9%	11.0%	6.1%	23.1%
EBITDA Margin	34.1%	34.4%	34.2%	34.4%	37.8%	36.7%	36.5%	27.7%	37.9%	34.9%	31.6%	39.1%
ROA	4.0%	4.1%	3.5%	3.8%	4.8%	3.8%	2.7%	0.95%	5.9%	2.3%	1.1%	5.8%
ROE	11.9%	11.8%	9.8%	10.7%	13.5%	11.3%	8.8%	2.3%	13.3%	6.0%	2.5%	10.2%
ROIC	8.2%	8.5%	6.6%	6.5%	7.9%	6.5%	6.2%	2.8%	9.8%	4.9%	2.4%	7.4%

Liquidity & Solvency 5

Annual Liquidity & Solvency data for SSNC
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	1.1	1.1	1.1	1.1	1.1	1.0	1.0	1.1	0.8	0.7	1.6	1.2
Quick Ratio	0.3	0.3	0.3	0.6	0.3	0.4	0.3	0.4	0.7	0.6	1.4	1.1
Debt / Equity	1.1	1.1	1.1	1.2	1.0	1.1	1.4	1.8	0.8	1.1	1.3	0.5
LT Debt / Equity	1.1	1.1	1.1	1.2	1.0	1.1	1.4	1.8	0.7	1.1	1.3	0.5
Interest Coverage	3.3	2.9	2.5	3.7	6.0	3.9	2.2	1.5	3.7	2.2	2.1	7.4

Efficiency 2

Annual Efficiency data for SSNC
Metric	Trend	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover		0.3	0.3	0.3	0.3	0.3	0.3	0.3	0.3	0.3	0.3	0.2	0.3
Receivables Turnover		6.7	6.9	7.0	7.1	7.4	7.1	6.9	7.4	6.9	7.2	7.6	8.3

Per Share 7

Annual Per Share data for SSNC
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$28.53	$26.73	$25.71	$24.08	$24.08	$22.19	$20.09	$18.26	$13.01	$11.12	$21.99	$16.53
Revenue / Share	$24.78	$23.18	$21.62	$20.16	$18.90	$17.51	$17.54	$14.04	$7.92	$7.20	$10.48	$8.79
Cash Flow / Share	$6.89	$5.47	$4.77	$4.33	$5.35	$4.44	$5.03	$2.63	$2.22	$2.03	$2.42	$2.89
Cash / Share	$1.91	$2.32	$1.75	$1.75	$2.20	$0.81	$0.60	$0.66	$0.31	$0.58	$4.53	$1.34
Dividend / Share	$1	$1	$1	$1	$1	$1	$0	$0	$0	$0	$0	·
Dividend Paid / Share	·	$0	$0	$0	·	·	·	$0	$0	$0	$0	$0
EPS (TTM)	$3.15	$3.00	$2.39	$2.48	$2.99	$2.35	$1.66	$0.42	$1.55	$0.64	$0.22	$0.75

Growth Rates 10

Annual Growth Rates data for SSNC
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	6.6%	6.9%	4.2%	4.6%	8.2%	·	·	·	·	·	·	·
Revenue CAGR 3Y	5.9%	5.2%	5.6%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	6.1%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	5.0%	25.5%	-3.6%	-17.1%	27.2%	·	·	·	·	·	·	·
EPS CAGR 3Y	8.3%	0.11%	0.56%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	6.0%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	4.8%	25.3%	-6.6%	-18.7%	28.0%	·	·	·	·	·	·	·
Net Income CAGR 3Y	7.0%	-1.7%	-0.97%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	5.0%	·	·	·	·	·	·	·	·	·	·	·
Dividend CAGR 5Y	13.3%	·	·	·	·	·	·	·	·	·	·	·

Valuation (TTM) 16

Annual Valuation (TTM) data for SSNC
Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$6.27B	$5.88B	$5.50B	$5.28B	$5.05B	$4.67B	$4.63B	$3.42B	$1.68B	$1.48B	$1.00B	$768M
Net Income TTM	$797M	$760M	$607M	$650M	$800M	$625M	$438M	$103M	$329M	$131M	$43M	$131M
Market Cap	$21.10B	$18.53B	$15.07B	$13.07B	$20.99B	$18.74B	$15.63B	$11.31B	$8.36B	$5.81B	$3.27B	$2.38B
Enterprise Value	$28.07B	$24.97B	$21.36B	$19.71B	$26.37B	$24.97B	$22.63B	$19.40B	$10.34B	$8.19B	$5.59B	$2.91B
P/E	27.8	25.3	25.6	21.0	27.4	31.0	37.0	107.4	26.1	44.7	155.2	39.0
P/S	3.4	3.1	2.7	2.5	4.2	4.0	3.4	3.3	5.0	3.9	3.3	3.1
P/B	3.1	2.8	2.4	2.2	3.4	3.3	3.1	2.5	3.1	2.6	1.6	1.8
P / Cash Flow	12.1	13.3	12.4	11.5	14.7	15.8	11.8	17.7	17.8	13.9	14.2	9.4
P / FCF	12.7	14.0	13.0	12.2	15.2	16.3	12.4	18.7	19.2	14.9	15.1	10.0
EV / EBITDA	13.1	12.3	11.4	10.9	13.8	14.6	13.4	20.5	16.3	15.8	17.7	9.7
EV / FCF	16.9	18.8	18.4	18.4	19.1	21.7	17.9	32.0	23.8	21.0	25.7	12.3
EV / Revenue	4.5	4.2	3.9	3.7	5.2	5.4	4.9	5.7	6.2	5.5	5.6	3.8
Dividend Yield	1.2%	1.3%	1.5%	1.6%	0.83%	0.73%	0.69%	0.63%	0.65%	0.86%	1.4%	0.44%
Earnings Yield	3.6%	4.0%	3.9%	4.8%	3.6%	3.2%	2.7%	0.93%	3.8%	2.2%	0.64%	2.6%
Payout Ratio	31.9%	32.2%	36.4%	31.2%	21.8%	21.8%	24.6%	68.7%	16.5%	38.3%	106.0%	8.0%
Annual Payout	$254M	$245M	$221M	$203M	$174M	$136M	$108M	$71M	$54M	$50M	$45M	$10M

Income Statement 17

Quarterly Income Statement data for SSNC
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue	$1.70B	$1.65B	$1.65B	$1.57B	$1.54B	$1.51B	$1.53B	$1.47B	$1.45B	$1.44B	$1.41B	$1.37B	$1.36B	$1.36B	$1.34B	$1.32B
Cost of Revenue	$877M	$845M	$864M	$820M	$800M	$767M	$776M	$762M	$753M	$728M	$692M	$712M	$722M	$726M	$691M	$697M
Gross Profit	$818M	$802M	$790M	$748M	$737M	$747M	$754M	$704M	$698M	$707M	$719M	$654M	$641M	$637M	$647M	$624M
R&D Expense	$132M	$135M	$132M	$119M	$128M	$129M	$137M	$131M	$129M	$121M	$118M	$118M	$120M	$118M	$116M	$108M
SG&A Expense	$108M	$117M	$114M	$119M	$112M	$108M	$103M	$104M	$99M	$112M	$128M	$96M	$96M	$99M	$102M	$91M
Operating Expenses	$401M	$404M	$421M	$382M	$392M	$389M	$396M	$379M	$371M	$374M	$385M	$348M	$353M	$357M	$346M	$320M
Operating Income	$417M	$398M	$369M	$366M	$344M	$358M	$358M	$325M	$328M	$333M	$334M	$306M	$288M	$280M	$301M	$304M
Interest Expense	$107M	$105M	$120M	$104M	$106M	$105M	$124M	$110M	$113M	$116M	$126M	$121M	$118M	$112M	·	·
Other Non-op	$1M	$7M	$-34M	$5M	$-1M	$7M	$-8M	$9M	$600.0K	$7M	$5M	$-5M	$15M	$5M	$49M	$1M
Pretax Income	$314M	$303M	$220M	$254M	$240M	$261M	$240M	$225M	$204M	$225M	$277M	$208M	$194M	$179M	$273M	$213M
Income Tax	$79M	$77M	$26M	$44M	$58M	$48M	$-8M	$60M	$14M	$67M	$82M	$51M	$64M	$52M	$65M	$53M
Net Income	$235M	$226M	$193M	$210M	$181M	$213M	$248M	$164M	$190M	$158M	$194M	$156M	$131M	$126M	$208M	$160M
EPS (Basic)	$0.99	$0.94	$0.79	$0.86	$0.74	$0.87	$1.01	$0.67	$0.77	$0.64	$0.79	$0.63	$0.53	$0.50	$0.83	$0.63
EPS (Diluted)	$0.97	$0.91	$0.76	$0.83	$0.72	$0.84	$0.98	$0.65	$0.75	$0.62	$0.78	$0.61	$0.51	$0.49	$0.81	$0.61
Shares (Basic)	238,100,000	241,500,000	-490,200,000	243,800,000	244,900,000	245,800,000	-492,900,000	246,100,000	246,200,000	247,000,000	-498,100,000	247,500,000	248,500,000	250,400,000	-510,600,000	253,900,000
Shares (Diluted)	242,000,000	247,600,000	-506,600,000	252,600,000	252,200,000	254,900,000	-505,900,000	254,100,000	252,300,000	253,300,000	-511,400,000	253,900,000	255,000,000	257,000,000	-530,400,000	260,900,000
EBITDA	$417M	$579M	·	$366M	$344M	$529M	·	$325M	$328M	$498M	·	$306M	$288M	$446M	·	$304M

Balance Sheet 25

Quarterly Balance Sheet data for SSNC
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	$435M	$421M	$462M	$388M	$480M	$515M	$567M	$695M	$463M	$412M	$432M	$448M	$440M	$433M	$440M	$402M
Receivables	$1.02B	$1.02B	$979M	$962M	$940M	$936M	$902M	$934M	$868M	$880M	·	$836M	$804M	$811M	·	$760M
Prepaid Expense	$213M	$231M	$194M	$240M	$183M	$168M	$180M	$130M	$133M	$143M	·	$155M	$122M	$156M	·	$154M
Current Assets	$5.70B	$5.34B	$5.49B	$5.32B	$4.66B	$6.24B	$4.86B	$3.89B	$3.13B	$3.51B	·	$2.27B	$1.75B	$1.88B	·	$2.47B
PP&E (Net)	$265M	$279M	$290M	$322M	$312M	$297M	$300M	$309M	$305M	$300M	·	$322M	$324M	$327M	·	$346M
PP&E (Gross)	$743M	$758M	$755M	$807M	$824M	$789M	$780M	$873M	$852M	$829M	·	$846M	$834M	$831M	·	$831M
Accum. Depreciation	$478M	$479M	$465M	$485M	$512M	$492M	$481M	$564M	$547M	$529M	·	$524M	$510M	$505M	·	$485M
Goodwill	$9.93B	$9.93B	$9.99B	$9.38B	$9.42B	$9.28B	$9.22B	$9.37B	$8.94B	$8.93B	$8.97B	$8.85B	$8.93B	$8.89B	$8.86B	$8.71B
Intangibles	·	·	$3.24B	·	·	·	$3.13B	·	·	·	·	·	·	·	·	·
Total Assets	$20.61B	$20.33B	$20.71B	$19.49B	$18.98B	$20.40B	$19.04B	$18.44B	$16.91B	$17.39B	·	$16.18B	$15.86B	$16.01B	·	$16.50B
Accounts Payable	$63M	$92M	$87M	$55M	$55M	$60M	$70M	$44M	$57M	$38M	·	$47M	$46M	$41M	·	$35M
Current Liabilities	$5.35B	$4.88B	$5.11B	$4.77B	$4.10B	$5.64B	$4.35B	$3.22B	$2.69B	$3.07B	·	$1.99B	$1.47B	$1.65B	·	$2.20B
Capital Leases	$200M	$203M	$213M	$213M	$194M	$174M	$175M	$175M	$183M	$192M	·	$210M	$221M	$228M	·	$243M
Deferred Tax	$838M	$836M	$847M	$785M	$695M	$701M	$726M	$796M	$770M	$780M	·	$794M	$829M	$847M	·	$843M
Other Non-current Liabilities	$194M	$195M	$190M	$168M	$181M	$195M	$191M	$203M	$199M	$256M	·	$244M	$240M	$232M	·	$247M
Total Liabilities	$13.90B	$13.43B	$13.77B	$12.50B	$11.97B	$13.55B	$12.44B	$11.55B	$10.42B	$10.89B	·	$9.98B	$9.62B	$9.87B	·	$10.71B
Long-term Debt	$7.58B	$7.43B	$7.43B	$6.59B	$6.82B	$6.86B	$7.01B	$7.20B	$6.61B	$6.64B	·	$6.87B	$6.92B	$7.04B	·	$7.24B
Total Debt	$7.58B	$7.43B	·	$6.59B	$6.82B	$6.86B	·	$7.20B	$6.61B	$6.64B	·	$6.87B	$6.92B	$7.04B	·	$7.24B
Common Stock	·	·	·	·	·	·	·	·	·	·	·	·	·	·	·	$3M
Retained Earnings	$4.51B	$4.34B	$4.18B	$4.05B	$3.91B	$3.79B	$3.64B	$3.46B	$3.35B	$3.22B	·	$2.99B	$2.90B	$2.82B	·	$2.58B
Treasury Stock	$4.12B	$3.68B	$3.51B	$3.19B	$2.95B	$2.68B	$2.47B	$2.10B	$2.02B	$1.79B	·	$1.60B	$1.51B	$1.39B	·	$1.17B
AOCI	$-369M	$-366M	$-294M	$-307M	$-241M	$-449M	$-541M	$-312M	$-471M	$-474M	·	$-555M	$-442M	$-508M	·	$-750M
Stockholders' Equity	$6.64B	$6.84B	$6.89B	$6.93B	$6.93B	$6.79B	$6.53B	$6.81B	$6.43B	$6.43B	·	$6.14B	$6.18B	$6.08B	·	$5.73B
Liabilities + Equity	$20.61B	$20.33B	$20.71B	$19.49B	$18.98B	$20.40B	$19.04B	$18.44B	$16.91B	$17.39B	·	$16.18B	$15.86B	$16.01B	·	$16.50B
Shares Outstanding	234,600,000	240,800,000	241,400,000	243,500,000	244,000,000	246,500,000	244,500,000	247,300,000	244,800,000	247,200,000	·	247,500,000	248,000,000	249,100,000	·	251,900,000

Cash Flow 14

Quarterly Cash Flow data for SSNC
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
D&A	$181M	$181M	$183M	$175M	$175M	$171M	$176M	$171M	$168M	$166M	$170M	$169M	$166M	$166M	$177M	$165M
Stock-based Comp	$62M	$62M	$85M	$60M	$60M	$53M	$55M	$52M	$51M	$45M	$42M	$42M	$34M	$42M	$32M	$7M
Other Non-cash	·	$-169M	·	·	·	$-164M	·	·	·	$-188M	·	·	·	$-79M	·	·
Operating Cash Flow	$417M	$300M	$644M	$456M	$373M	$272M	$487M	$337M	$385M	$180M	$388M	$242M	$329M	$255M	$370M	$317M
CapEx	$13M	$6M	$10M	$35M	$23M	$13M	$20M	$26M	$10M	$6M	$16M	$16M	$14M	$10M	$10M	$31M
Investing Cash Flow	$-70M	$-66M	$-1.08B	$-82M	$-85M	$-63M	$-53M	$-719M	$-33M	$-51M	$-101M	$-53M	$-65M	$-50M	$-50M	$-34M
Net Debt Issued	·	$-165M	·	·	·	$-175M	·	·	·	$-95M	·	·	·	$-190M	·	·
Stock Repurchased	$438M	$168M	$319M	$240M	$270M	$207M	$368M	$89M	$227M	$53M	$131M	$97M	$111M	$133M	$91M	$214M
Net Stock Activity	·	$-168M	·	·	·	$-207M	·	·	·	$-53M	·	·	·	$-133M	·	·
Dividends Paid	$64M	$65M	$66M	$66M	$122M	$62M	$-117M	$183M	$120M	$60M	$-92M	$161M	$101M	$51M	$50M	$51M
Financing Cash Flow	$5M	$-741M	$548M	$196M	$-1.92B	$935M	$638M	$808M	$-762M	$-836M	$1.53B	$273M	$-330M	$-755M	$-433M	$-821M
Net Change in Cash	$352M	$-513M	$114M	$569M	$-1.63B	$1.15B	$1.06B	$432M	$-410M	$-710M	$1.82B	$458M	$-65M	$-549M	$-106M	$-549M
Free Cash Flow	·	$294M	·	·	·	$260M	·	·	·	$175M	·	·	·	$244M	·	·
Levered FCF	·	$215M	·	·	·	$174M	·	·	·	$93M	·	·	·	·	·	·

Profitability 8

Quarterly Profitability data for SSNC
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Gross Margin	48.3%	48.7%	·	47.7%	47.9%	49.4%	·	48.0%	48.1%	49.3%	·	47.9%	47.0%	46.8%	·	47.2%
Operating Margin	24.6%	24.2%	·	23.3%	22.4%	23.6%	·	22.2%	22.6%	23.2%	·	22.4%	21.1%	20.5%	·	23.0%
Net Margin	13.9%	13.7%	·	13.4%	11.8%	14.1%	·	11.2%	13.1%	11.0%	·	11.4%	9.6%	9.2%	·	12.1%
Pretax Margin	18.5%	18.4%	·	16.2%	15.6%	17.3%	·	15.3%	14.1%	15.7%	·	15.2%	14.3%	13.1%	·	16.1%
EBITDA Margin	24.6%	35.2%	·	23.3%	22.4%	34.9%	·	22.2%	22.6%	34.7%	·	22.4%	21.1%	32.7%	·	23.0%
ROA	1.2%	1.1%	·	1.1%	1.0%	1.1%	·	0.95%	1.2%	0.94%	·	0.95%	0.78%	0.72%	·	0.96%
ROE	3.5%	3.3%	·	3.1%	2.7%	3.2%	·	2.5%	3.0%	2.5%	·	2.6%	2.1%	2.1%	·	2.8%
ROIC	2.2%	2.1%	·	2.2%	1.9%	2.1%	·	1.7%	2.3%	1.8%	·	1.8%	1.5%	1.5%	·	1.8%

Liquidity & Solvency 5

Quarterly Liquidity & Solvency data for SSNC
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio	1.1	1.1	·	1.1	1.1	1.1	·	1.2	1.2	1.1	·	1.1	1.2	1.1	·	1.1
Quick Ratio	0.3	0.3	·	0.3	0.3	0.3	·	0.5	0.5	0.4	·	0.6	0.8	0.8	·	0.5
Debt / Equity	1.1	1.1	·	1.0	1.0	1.0	·	1.1	1.0	1.0	·	1.1	1.1	1.2	·	1.3
LT Debt / Equity	1.1	1.1	·	0.9	1.0	1.0	·	1.1	1.0	1.0	·	1.1	1.1	1.1	·	1.3
Interest Coverage	3.9	3.8	·	3.5	3.3	3.4	·	3.0	2.9	2.9	·	·	·	·	·	·

Efficiency 2

Quarterly Efficiency data for SSNC
Metric	Trend	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover		0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.1	·	0.1
Receivables Turnover		1.7	1.7	·	1.7	1.7	1.7	·	1.7	1.7	1.7	·	1.7	1.7	1.7	·	1.8

Per Share 7

Quarterly Per Share data for SSNC
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$28.31	$28.42	·	$28.46	$28.42	$27.53	·	$27.55	$26.26	$26.03	·	$24.82	$24.92	$24.42	·	$22.74
Revenue / Share	$7.01	$6.65	·	$6.21	$6.09	$5.94	·	$5.77	$5.75	$5.67	·	$5.38	$5.34	$5.30	·	$5.06
Cash Flow / Share	·	$1.21	·	·	·	$1.07	·	·	·	$0.71	·	·	·	$0.99	·	·
Cash / Share	$1.85	$1.75	·	$1.59	$1.97	$2.09	·	$2.81	$1.89	$1.67	·	$1.81	$1.77	$1.74	·	$1.60
Dividend / Share	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0
Dividend Paid / Share	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0
EPS (TTM)	$3.43	$3.30	·	$3.04	$2.96	$2.86	·	$2.63	$2.49	$2.23	·	$2.22	$2.03	$2.16	·	$2.36

Valuation (TTM) 16

Quarterly Valuation (TTM) data for SSNC
Metric	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$6.45B	$6.27B	·	$6.08B	$5.97B	$5.87B	·	$5.72B	$5.62B	$5.53B	·	$5.41B	$5.38B	$5.31B	·	$5.21B
Net Income TTM	$852M	$830M	·	$768M	$748M	$725M	·	$668M	$635M	$570M	·	$573M	$527M	$569M	·	$627M
Market Cap	$14.56B	$16.27B	·	$21.61B	$20.20B	$20.59B	·	$18.35B	$15.34B	$15.91B	·	$13.00B	$15.03B	$14.07B	·	$12.03B
Enterprise Value	$21.70B	$23.28B	·	$27.82B	$26.55B	$26.93B	·	$24.86B	$21.49B	$22.14B	·	$19.42B	$21.51B	$20.67B	·	$18.87B
P/E	18.1	20.5	·	29.2	28.0	29.2	·	28.2	25.2	28.9	·	23.7	29.9	26.1	·	20.2
P/S	2.3	2.6	·	3.6	3.4	3.5	·	3.2	2.7	2.9	·	2.4	2.8	2.7	·	2.3
P/B	2.2	2.4	·	3.1	2.9	3.0	·	2.7	2.4	2.5	·	2.1	2.4	2.3	·	2.1
P / Cash Flow	·	54.3	·	·	·	75.6	·	·	·	88.2	·	·	·	55.2	·	·
P / FCF	·	55.4	·	·	·	79.3	·	·	·	91.1	·	·	·	57.6	·	·
EV / EBITDA	52.0	40.2	·	76.1	77.1	50.9	·	76.5	65.6	44.4	·	63.4	74.6	46.4	·	62.0
EV / FCF	·	79.3	·	·	·	103.8	·	·	·	126.8	·	·	·	84.6	·	·
EV / Revenue	3.4	3.7	·	4.6	4.4	4.6	·	4.3	3.8	4.0	·	3.6	4.0	3.9	·	3.6
Dividend Yield	·	·	·	2.2%	2.4%	2.1%	·	2.9%	2.9%	2.3%	·	·	·	·	·	·
Earnings Yield	5.5%	4.9%	·	3.4%	3.6%	3.4%	·	3.5%	4.0%	3.5%	·	4.2%	3.4%	3.8%	·	4.9%
Payout Ratio	·	28.9%	·	·	67.8%	28.9%	·	111.1%	62.9%	37.9%	·	·	·	40.2%	·	·
Annual Payout	·	·	·	$486M	$486M	$424M	·	$523M	$442M	$372M	·	·	·	·	·	·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Revenue	$6.27B	$5.88B	$5.50B	$5.28B	$5.05B
Gross Margin %	48.2%	48.7%	48.2%	47.6%	47.7%
Operating Margin %	22.9%	22.8%	22.0%	21.6%	24.6%
Net Income	$797M	$760M	$607M	$650M	$800M
Diluted EPS	$3.15	$3.00	$2.39	$2.48	$2.99

Balance Sheet

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Debt / Equity	1.1	1.1	1.1	1.2	1.0
Current Ratio	1.1	1.1	1.1	1.1	1.1
Quick Ratio	0.3	0.3	0.3	0.6	0.3

Cash Flow

	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Free Cash Flow	$1.66B	$1.33B	$1.16B	$1.07B	$1.38B

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

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Institutional owners (13F) 780 filers · $8.6B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter

New positions	Exited positions	Increased	Decreased	Net shares change
104 (-7 vs prior Q)	76 (-43 vs prior Q)	269 (-12 vs prior Q)	245 (+9 vs prior Q)	+30.7M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution	Value	Shares	% of tracked 13F	Type
VANGUARD PORTFOLIO MANAGEMENT LLC	$755,233,198	12,171,365	8.74%	Shares
PZENA INVESTMENT MANAGEMENT LLC	$684,819,044	11,036,568	7.92%	Shares
VANGUARD CAPITAL MANAGEMENT LLC	$575,252,085	9,270,783	6.66%	Shares
Burgundy Asset Management Ltd.	$460,455,533	5,193,498	5.33%	Shares
FMR LLC	$434,961,658	7,009,858	5.03%	Shares
STATE STREET CORP	$388,238,784	6,256,870	4.49%	Shares
CITADEL ADVISORS LLC	$328,658,187	5,296,667	3.80%	Shares
Swedbank AB	$301,738,788	4,862,833	3.49%	Shares
GEODE CAPITAL MANAGEMENT, LLC	$210,736,142	3,407,510	2.44%	Shares
Qube Research & Technologies Ltd	$191,069,696	3,079,286	2.21%	Shares
DIMENSIONAL FUND ADVISORS LP	$150,753,933	2,429,555	1.74%	Shares
SNYDER CAPITAL MANAGEMENT L P	$149,895,178	2,415,716	1.73%	Shares
LYRICAL ASSET MANAGEMENT LP	$137,759,004	2,220,129	1.59%	Shares
Robeco Institutional Asset Management B.V.	$125,423,280	2,021,326	1.45%	Shares
TWO SIGMA INVESTMENTS, LP	$89,265,688	1,438,609	1.03%	Shares
MILLENNIUM MANAGEMENT LLC	$89,260,911	1,438,532	1.03%	Shares
BNP PARIBAS FINANCIAL MARKETS	$89,190,050	1,437,390	1.03%	Shares
Squarepoint Ops LLC	$88,446,877	1,425,413	1.02%	Shares
D. E. Shaw & Co., Inc.	$86,778,849	1,398,531	1.00%	Shares
Progeny 3, Inc.	$82,706,445	1,332,900	0.96%	Shares
VANGUARD FIDUCIARY TRUST CO	$81,095,627	1,306,940	0.94%	Shares
FIRST TRUST ADVISORS LP	$77,532,471	1,249,519	0.90%	Shares
TURTLE CREEK ASSET MANAGEMENT INC.	$75,208,137	1,212,057	0.87%	Shares
BlackRock, Inc.	$74,895,157	1,207,013	0.87%	Shares
Gotham Asset Management, LLC	$63,369,804	1,021,270	0.73%	Shares
LAKEWOOD CAPITAL MANAGEMENT, LP	$63,101,996	1,016,954	0.73%	Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$58,081,965	936,051	0.67%	Shares
Walleye Capital LLC	$57,953,211	933,976	0.67%	Shares
Balyasny Asset Management L.P.	$57,210,286	922,003	0.66%	Shares
Caisse de depot et placement du Quebec	$56,267,685	906,812	0.65%	Shares
WEDGE CAPITAL MANAGEMENT L L P/NC	$55,869,646	826,841	0.65%	Shares
VICTORY CAPITAL MANAGEMENT INC	$53,856,980	867,961	0.62%	Shares
NORGES BANK	$53,637,261	864,420	0.62%	Shares
Sunriver Management LLC	$50,462,225	813,251	0.58%	Shares
GOLDMAN SACHS GROUP INC	$47,776,044	769,960	0.55%	Shares
Quantinno Capital Management LP	$42,288,723	681,526	0.49%	Shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC	$41,522,495	669,178	0.48%	Shares
SEIZERT CAPITAL PARTNERS, LLC	$40,246,437	648,613	0.47%	Shares
Swiss National Bank	$36,988,005	596,100	0.43%	Shares
Heron Bay Capital Management	$35,579,620	573,402	0.41%	Shares
Hudson Way Capital Management LLC	$35,168,079	566,770	0.41%	Shares
BAMCO INC /NY/	$34,796,957	560,789	0.40%	Shares
NEW SOUTH CAPITAL MANAGEMENT INC	$32,458,169	523,097	0.38%	Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$31,643,328	509,965	0.37%	Shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	$31,249,249	503,614	0.36%	Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$29,903,982	442,563	0.35%	Shares
Sumitomo Mitsui Trust Group, Inc.	$29,811,364	480,441	0.34%	Shares
GMT Capital Corp	$29,661,141	478,020	0.34%	Shares
ZWJ INVESTMENT COUNSEL INC	$28,804,647	464,215	0.33%	Shares
Doma Perpetual Capital Management LLC	$27,849,033	448,816	0.32%	Shares
Point72 Asset Management, L.P.	$27,808,824	448,168	0.32%	Shares
Cresset Asset Management, LLC	$26,907,246	433,638	0.31%	Shares
Diamond Hill Capital Management, LLC (Investment Advisor)	$26,754,409	431,175	0.31%	Shares
Callodine Capital Management, LP	$25,673,250	413,751	0.30%	Shares
California Public Employees Retirement System	$25,635,523	413,143	0.30%	Shares
VANGUARD ASSET MANAGEMENT, Ltd	$25,532,272	411,479	0.30%	Shares
COMMERCE BANK	$24,043,382	387,484	0.28%	Shares
SEB Asset Management AB	$23,065,006	371,717	0.27%	Shares
TUDOR INVESTMENT CORP ET AL	$23,034,635	371,227	0.27%	Shares
CITIGROUP INC	$22,649,924	365,027	0.26%	Shares
Legal & General Group Plc	$22,324,659	359,785	0.26%	Shares
Zurcher Kantonalbank (Zurich Cantonalbank)	$21,782,342	351,045	0.25%	Shares
Danica Pension, Livsforsikringsaktieselskab	$21,207,821	341,786	0.25%	Shares
12th Street Asset Management Company, LLC	$20,800,263	335,218	0.24%	Shares
Schonfeld Strategic Advisors LLC	$20,648,439	332,771	0.24%	Shares
Vinva Investment Management Ltd	$19,259,892	306,004	0.22%	Shares
CAPITAL FUND MANAGEMENT S.A.	$18,334,409	295,478	0.21%	Shares
Distillate Capital Partners LLC	$18,247,106	294,071	0.21%	Shares
ALKEON CAPITAL MANAGEMENT LLC	$18,050,219	290,898	0.21%	Shares
BANK OF AMERICA CORP /DE/	$17,590,803	283,494	0.20%	Shares
APG Asset Management N.V.	$17,309,415	318,934	0.20%	Shares
ENVESTNET ASSET MANAGEMENT INC	$16,836,730	271,348	0.19%	Shares
Capital Investment Services of America, Inc.	$16,620,093	267,850	0.19%	Shares
Kodai Capital Management LP	$16,397,691	196,309	0.19%	Shares
RHUMBLINE ADVISERS	$16,309,298	262,842	0.19%	Shares
JANUS HENDERSON GROUP PLC	$15,836,381	234,370	0.18%	Shares
Mitsubishi UFJ Asset Management Co., Ltd.	$15,708,599	253,147	0.18%	Shares
BARCLAYS PLC	$15,681,586	252,725	0.18%	Shares
Glenmede Investment Management, LP	$15,486,401	174,475	0.18%	Shares
Prana Capital Management, LP	$14,998,168	241,711	0.17%	Shares
LOOMIS SAYLES & CO L P	$14,701,248	236,926	0.17%	Shares
Andra AP-fonden	$14,250,513	210,900	0.16%	Shares
FULLER & THALER ASSET MANAGEMENT, INC.	$13,901,715	224,041	0.16%	Shares
TEACHER RETIREMENT SYSTEM OF TEXAS	$13,895,291	223,937	0.16%	Shares
WELLINGTON MANAGEMENT GROUP LLP	$13,596,024	219,114	0.16%	Shares
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	$13,197,299	212,688	0.15%	Shares
NORDEA INVESTMENT MANAGEMENT AB	$12,517,608	203,109	0.14%	Shares
RAYMOND JAMES FINANCIAL INC	$12,513,702	201,671	0.14%	Shares
OCCUDO QUANTITATIVE STRATEGIES LP	$12,441,956	200,515	0.14%	Shares
Moran Wealth Management, LLC	$12,241,100	197,278	0.14%	Shares
Foster Victor Wealth Advisors, LLC	$12,102,949	181,209	0.14%	Shares
KIRR MARBACH & CO LLC /IN/	$11,627,426	187,388	0.13%	Shares
DARK FOREST CAPITAL MANAGEMENT LP	$11,538,446	185,954	0.13%	Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$11,241,350	181,166	0.13%	Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$11,182,403	180,216	0.13%	Shares
STATE OF WISCONSIN INVESTMENT BOARD	$11,169,248	180,004	0.13%	Shares
AVIVA PLC	$10,933,893	176,211	0.13%	Shares
Universal- Beteiligungs- und Servicegesellschaft mbH	$10,912,241	175,862	0.13%	Shares
SCHRODER INVESTMENT MANAGEMENT GROUP	$10,902,433	175,704	0.13%	Shares
BRADLEY FOSTER & SARGENT INC/CT	$10,728,530	172,901	0.12%	Shares

Company insiders 18 insiders · 7 officers · 11 directors

Insider	Role	Last activity	Shares owned	Sells 12m	Net 12m
William C Stone	Chairman of the Board & CEO	March 2, 2026 M	32,470,808	0	$0
Brian N Schell	EVP & CFO	Aug. 15, 2026 M	114,312	0	$0
Patrick J Pedonti	SVP and CFO	June 16, 2023 M	0	0	$0
Rahul Kanwar	President & COO	March 2, 2026 M	190,370	0	$0
Jason Douglas White	SVP & General Counsel	March 2, 2026 M	59,943	0	$0
Paul Gerard Igoe	SVP & General Counsel	May 7, 2018 M	0	0	$0
Stephen V R Whitman	SVP and General Counsel	Dec. 12, 2012 M	0	0	$0
Michael Jay Zamkow	Director	May 22, 2026 M	18,404	2	$-400,380
D'Archirafi Francesco Paolo Vanni	Director	May 20, 2026 A	3,804	0	$0
Debra Walton	Director	May 20, 2026 A	7,600	0	$0
Smita Conjeevaram	Director	May 20, 2026 A	15,504	0	$0
David Varsano	Director	May 20, 2026 A	89,004	0	$0
Normand A Boulanger	Director	May 20, 2026 A	389,504	1	$-12,877,500
MICHAEL JONATHAN E	Director	May 20, 2026 A	81,964	1	$-183,196
Michael E Daniels	Director	May 29, 2024 M	13,576	0	$0
William A Etherington	Director	March 21, 2017 M	80,500	0	$0
Allan M Holt	Director	Aug. 7, 2014 A	—	0	$0
Joseph J. Frank	—	June 18, 2021 P	1,111	0	$0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 1 position

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer	Filed	Stake	Status	Purpose	Filing
SS&C Technologies Holdings, Inc.	Feb. 12, 2015	—	Initial filing	M&A / sale	SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 132 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund	Weight	Units	As of	Source
MDPL · Northern Lights Fund Trust IV	3.38%	30,477 NS	May 31, 2026	N-PORT
SMLL · Harbor ETF Trust	2.96%	5,913 NS	April 30, 2026	N-PORT
FINX · Global X Funds	2.89%	83,763 NS	May 31, 2026	N-PORT
KBWR · Invesco Exchange-Traded Fund Trust …	2.55%	19,265 NS	May 31, 2026	N-PORT
TDV · ProShares Trust	2.28%	97,683 NS	May 31, 2026	N-PORT
FDIV · EA Series Trust	1.99%	20,903 NS	April 30, 2026	N-PORT
RUNN · Strategic Trust	1.68%	85,810 NS	May 31, 2026	N-PORT
DIVB · iShares Trust	1.62%	357,965 SH	Aug. 8, 2026	Daily
WLDR · Two Roads Shared Trust	1.59%	16,399 NS	April 30, 2026	N-PORT
BKLN · Invesco Exchange-Traded Fund Trust …	1.03%	71,425,865.27	Aug. 8, 2026	Daily
FFLV · FIDELITY COVINGTON TRUST	1.02%	2,558 NS	April 30, 2026	N-PORT
ESLG · Strategy Shares	0.99%	2,789 NS	April 30, 2026	N-PORT
QQQJ · Invesco Exchange-Traded Fund Trust …	0.92%	137,368 SH	Aug. 8, 2026	Daily
FXL · First Trust Exchange-Traded AlphaDE…	0.88%	188,245 NS	April 30, 2026	N-PORT
ESUM · Strategy Shares	0.86%	19,237 NS	April 30, 2026	N-PORT
DTEC · ALPS ETF Trust	0.85%	9,316 NS	May 31, 2026	N-PORT
TMFX · RBB Fund, Inc.	0.80%	3,817 NS	May 31, 2026	N-PORT
CVY · Invesco Exchange-Traded Fund Trust	0.76%	11,855 SH	Aug. 8, 2026	Daily
IETC · iShares U.S. ETF Trust	0.73%	64,498 SH	Aug. 8, 2026	Daily
GTOS · Invesco Actively Managed Exchange-T…	0.57%	694,000	Aug. 8, 2026	Daily
FTA · First Trust Exchange-Traded AlphaDE…	0.52%	97,557 NS	April 30, 2026	N-PORT
VGHY · VANGUARD FIXED INCOME SECURITIES FU…	0.52%	1,590,000 PA	Aug. 8, 2026	Daily
JSTC · Tidal Trust I	0.48%	24,039 NS	May 31, 2026	N-PORT
FBCV · FIDELITY COVINGTON TRUST	0.44%	10,158 NS	April 30, 2026	N-PORT
QQWZ · Pacer Funds Trust	0.44%	2,946 NS	April 30, 2026	N-PORT
COWZ · Pacer Funds Trust	0.44%	1,142,854 NS	April 30, 2026	N-PORT
CLSE · Trust for Professional Managers	0.38%	34,253 NS	May 31, 2026	N-PORT
FEX · First Trust Exchange-Traded AlphaDE…	0.34%	72,724 NS	April 30, 2026	N-PORT
VLUE · iShares Trust	0.32%	377,432 SH	Aug. 8, 2026	Daily
TDVI · First Trust Exchange-Traded Fund IV	0.29%	17,579 NS	April 30, 2026	N-PORT
VGMS · VANGUARD MALVERN FUNDS	0.28%	670,000 PA	Aug. 8, 2026	Daily
JPME · J.P. Morgan Exchange-Traded Fund Tr…	0.26%	16,535 NS	April 30, 2026	N-PORT
FAB · First Trust Exchange-Traded AlphaDE…	0.26%	5,162 NS	April 30, 2026	N-PORT
IMCV · iShares Trust	0.23%	33,474 SH	Aug. 8, 2026	Daily
SIZE · iShares Trust	0.22%	12,294 SH	Aug. 8, 2026	Daily
FIDU · FIDELITY COVINGTON TRUST	0.22%	65,011 NS	April 30, 2026	N-PORT
EUSA · iShares, Inc.	0.21%	51,296 SH	Aug. 8, 2026	Daily
GINN · Goldman Sachs ETF Trust	0.21%	6,597 NS	May 31, 2026	N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr…	0.21%	21,983 NS	April 30, 2026	N-PORT
GSLC · Goldman Sachs ETF Trust	0.20%	452,012 NS	May 31, 2026	N-PORT
GSEW · Goldman Sachs ETF Trust	0.19%	50,171 NS	May 31, 2026	N-PORT
AFLG · First Trust Exchange-Traded Fund VI…	0.19%	18,193 NS	May 31, 2026	N-PORT
VIS · VANGUARD WORLD FUND	0.18%	256,785 SH	Aug. 8, 2026	Daily
JMOM · J.P. Morgan Exchange-Traded Fund Tr…	0.17%	54,625 NS	April 30, 2026	N-PORT
REVS · Columbia ETF Trust I	0.17%	6,927 NS	April 30, 2026	N-PORT
DFLV · Dimensional ETF Trust	0.16%	139,128 NS	April 30, 2026	N-PORT
IWS · iShares Trust	0.16%	313,748 SH	Aug. 8, 2026	Daily
VXF · VANGUARD INDEX FUNDS	0.15%	2,376,879 SH	Aug. 8, 2026	Daily
VBR · VANGUARD INDEX FUNDS	0.14%	1,491,409 SH	Aug. 8, 2026	Daily
DEUS · DBX ETF Trust	0.13%	5,047 NS	May 29, 2026	N-PORT
IWR · iShares Trust	0.12%	845,471 SH	Aug. 8, 2026	Daily
IMCB · iShares Trust	0.11%	24,127 SH	Aug. 8, 2026	Daily
VALQ · AMERICAN CENTURY ETF TRUST	0.11%	5,858 NS	May 31, 2026	N-PORT
TECB · iShares Trust	0.11%	6,758 SH	Aug. 8, 2026	Daily
VOE · VANGUARD INDEX FUNDS	0.11%	657,494 SH	Aug. 8, 2026	Daily
DFVX · Dimensional ETF Trust	0.10%	6,980 NS	April 30, 2026	N-PORT
DFUV · Dimensional ETF Trust	0.10%	205,219 NS	April 30, 2026	N-PORT
RECS · Columbia ETF Trust I	0.09%	68,418 NS	April 30, 2026	N-PORT
DFSU · Dimensional ETF Trust	0.08%	24,788 NS	April 30, 2026	N-PORT
IYW · iShares Trust	0.08%	258,141 SH	Aug. 8, 2026	Daily
VB · VANGUARD INDEX FUNDS	0.08%	2,349,607 SH	Aug. 8, 2026	Daily
APUE · Trust for Professional Managers	0.07%	27,535 NS	May 31, 2026	N-PORT
CRTC · DBX ETF Trust	0.07%	1,373 NS	May 31, 2026	N-PORT
EQAL · Invesco Exchange-Traded Fund Trust …	0.07%	7,490 SH	Aug. 8, 2026	Daily
IUS · Invesco Exchange-Traded Self-Indexe…	0.06%	7,809 SH	Aug. 8, 2026	Daily
DXUV · Dimensional ETF Trust	0.06%	3,693 NS	April 30, 2026	N-PORT
DCOR · Dimensional ETF Trust	0.06%	27,037 NS	April 30, 2026	N-PORT
VO · VANGUARD INDEX FUNDS	0.06%	2,217,987 SH	Aug. 8, 2026	Daily
DFAC · Dimensional ETF Trust	0.06%	380,228 NS	April 30, 2026	N-PORT
CRBN · iShares Trust	0.06%	8,584 SH	Aug. 8, 2026	Daily
DGRO · iShares Trust	0.06%	308,185 SH	Aug. 8, 2026	Daily
VEGN · ETF Series Solutions	0.05%	1,195 NS	April 30, 2026	N-PORT
VFVA · VANGUARD WELLINGTON FUND	0.05%	6,948 SH	Aug. 8, 2026	Daily
VYM · VANGUARD WHITEHALL FUNDS	0.05%	827,468 SH	Aug. 8, 2026	Daily
ILCV · iShares Trust	0.05%	8,115 SH	Aug. 8, 2026	Daily
SCHV · SCHWAB STRATEGIC TRUST	0.05%	105,200 NS	May 31, 2026	N-PORT
IWD · iShares Trust	0.04%	459,754 SH	Aug. 8, 2026	Daily
GVUS · Goldman Sachs ETF Trust	0.04%	2,536 NS	May 31, 2026	N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS	0.04%	125,145 SH	Aug. 8, 2026	Daily
JQUA · J.P. Morgan Exchange-Traded Fund Tr…	0.04%	42,535 NS	April 30, 2026	N-PORT
PRF · Invesco Exchange-Traded Fund Trust	0.04%	49,304 SH	Aug. 8, 2026	Daily
JPUS · J.P. Morgan Exchange-Traded Fund Tr…	0.04%	2,477 NS	April 30, 2026	N-PORT
ONEQ · Fidelity Commonwealth Trust	0.03%	54,548 NS	May 31, 2026	N-PORT
DFAU · Dimensional ETF Trust	0.03%	54,942 NS	April 30, 2026	N-PORT
XMAG · Tidal Trust II	0.03%	685 NS	May 31, 2026	N-PORT
USNZ · DBX ETF Trust	0.03%	1,399 NS	May 29, 2026	N-PORT
FNDX · SCHWAB STRATEGIC TRUST	0.03%	114,624 NS	May 31, 2026	N-PORT
VSDB · VANGUARD MALVERN FUNDS	0.03%	290,000 PA	Aug. 8, 2026	Daily
GLOV · Goldman Sachs ETF Trust	0.03%	7,198 NS	May 31, 2026	N-PORT
FNDB · SCHWAB STRATEGIC TRUST	0.03%	5,496 NS	May 31, 2026	N-PORT
MSLC · MORGAN STANLEY PATHWAY FUNDS	0.03%	16,404 NS	May 31, 2026	N-PORT
ILCB · iShares Trust	0.03%	4,184 SH	Aug. 8, 2026	Daily
PBUS · Invesco Exchange-Traded Fund Trust …	0.03%	37,356 SH	Aug. 8, 2026	Daily
BKLC · BNY Mellon ETF Trust	0.03%	18,959 NS	April 30, 2026	N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund Tr…	0.02%	27,196 NS	April 30, 2026	N-PORT
VOTE · TCW ETF Trust	0.02%	3,581 NS	April 30, 2026	N-PORT
IYY · iShares Trust	0.02%	8,931 SH	Aug. 8, 2026	Daily
IWB · iShares Trust	0.02%	143,156 SH	Aug. 8, 2026	Daily
IWV · iShares Trust	0.02%	57,974 SH	Aug. 8, 2026	Daily
GSUS · Goldman Sachs ETF Trust	0.02%	10,721 NS	May 31, 2026	N-PORT
ONOF · Global X Funds	0.02%	484 NS	May 31, 2026	N-PORT
DFUS · Dimensional ETF Trust	0.02%	64,452 NS	April 30, 2026	N-PORT
GXLC · Global X Funds	0.02%	15 NS	May 31, 2026	N-PORT
ITOT · iShares Trust	0.02%	267,705 SH	Aug. 8, 2026	Daily
GUSA · Goldman Sachs ETF Trust II	0.02%	7,283 NS	May 31, 2026	N-PORT
SCHX · SCHWAB STRATEGIC TRUST	0.02%	223,191 NS	May 31, 2026	N-PORT
TOK · iShares Trust	0.02%	644 SH	Aug. 8, 2026	Daily
VTV · VANGUARD INDEX FUNDS	0.02%	973,469 SH	Aug. 8, 2026	Daily
VTI · VANGUARD INDEX FUNDS	0.02%	6,495,905 SH	Aug. 8, 2026	Daily
VONE · VANGUARD SCOTTSDALE FUNDS	0.02%	34,261 SH	Aug. 8, 2026	Daily
VTHR · VANGUARD SCOTTSDALE FUNDS	0.02%	17,491 SH	Aug. 8, 2026	Daily
ESGV · VANGUARD WORLD FUND	0.02%	46,899 SH	Aug. 8, 2026	Daily
SCHK · SCHWAB STRATEGIC TRUST	0.02%	16,833 NS	May 31, 2026	N-PORT
TOV · EA Series Trust	0.02%	754 NS	April 30, 2026	N-PORT
SCHB · SCHWAB STRATEGIC TRUST	0.02%	124,290 NS	May 31, 2026	N-PORT
SFY · Tidal Trust I	0.02%	1,885 NS	May 31, 2026	N-PORT
GDE · WisdomTree Trust	0.02%	1,661 NS	May 31, 2026	N-PORT
URTH · iShares, Inc.	0.02%	18,841 SH	Aug. 8, 2026	Daily
ACWI · iShares Trust	0.02%	68,885 SH	Aug. 8, 2026	Daily
EBI · RBB Fund Trust	0.02%	1,584 NS	May 31, 2026	N-PORT
KOKU · DBX ETF Trust	0.02%	1,921 NS	May 29, 2026	N-PORT
TILT · FlexShares Trust	0.01%	4,158 NS	April 30, 2026	N-PORT
VV · VANGUARD INDEX FUNDS	0.01%	119,909 SH	Aug. 8, 2026	Daily
VPLS · VANGUARD MALVERN FUNDS	0.01%	205,000 PA	Aug. 8, 2026	Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0.01%	188,837 SH	Aug. 8, 2026	Daily
EQL · ALPS ETF Trust	0.01%	1,800 NS	May 31, 2026	N-PORT
NEAR · iShares U.S. ETF Trust	0.01%	370,000 SH	Aug. 8, 2026	Daily
GTO · Invesco Actively Managed Exchange-T…	0.01%	182,000	Aug. 8, 2026	Daily
AVMC · AMERICAN CENTURY ETF TRUST	0.00%	286 NS	May 31, 2026	N-PORT
AVLC · AMERICAN CENTURY ETF TRUST	0.00%	361 NS	May 31, 2026	N-PORT
AVSU · AMERICAN CENTURY ETF TRUST	0.00%	33 NS	May 31, 2026	N-PORT
VCRB · VANGUARD MALVERN FUNDS	0.00%	65,000 PA	Aug. 8, 2026	Daily

About SS&C Technologies Holdings, Inc. - Common Stock Company overview from Wikipedia

History

Acquisitions

Services and Subsidiaries

SS&C Fund Services

SS&C GlobeOp Investor Services

SS&C Global Wealth Management

SS&C Skyline

SS&C BenefiX

SSNC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

SSNC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

Moving averages & overlays

Volume

Oscillators

Momentum & trend

10-Year Performance Revenue, net income, margins and EPS trends

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Financial Health Debt, liquidity, solvency — balance sheet strength

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Dividends Yield, payout ratio, dividend history, 5Y CAGR

SSNC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

12-Month Price Target

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

My Metrics Your personal watchlist — selected rows from Full Fundamentals

Institutional owners (13F) 780 filers · $8.6B total · As of June 30, 2026

Company insiders 18 insiders · 7 officers · 11 directors

Activists & 5%+ owners 1 position

ETF ownership Held by 132 ETFs