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

03
Price $78.53
Market Cap (MRQ) $18.42B
P/E (TTM) 22.6
EPS (TTM) $3.47
Revenue (TTM) $6.56B
Div Yield 1.3%
ROE (TTM) 12.7%
Debt/Equity (MRQ) 1.1
52W Range $61–$90

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

04
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Stock splits 1
Ex-date Split Type
June 27, 2016 2-for-1 Forward

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

05 · wikidata

SS&C Technologies Holdings, Inc. (known as SS&C or Securities Software and Consulting) 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.

Through its numerous acquired subsidiaries, such as Advent Software, Varden Technologies, Eze Software, Intralinks, and Primatics Financial, SS&C specializes in specific fintech markets, such as fund administration, wealth management accounting, and insurance and pension funds. In 2020 SS&C Technologies reported in their balance sheet over $1.69 trillion in Assets Under Custody (AUC).

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 ↗

sectorIndustrials industryProfessional Services employees28,800 countryUS

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

06
Revenue$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
Net margin13.2%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

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

Metric 5Y trend SSNC 5Y avg Peer Median Verdict
P/E (TTM) 22.65Y avg ≈25.4 ≈25.4 15.3 Overvalued
P/S (TTM) 2.85Y avg ≈3.2 ≈3.2 1.1 Overvalued
P/B (MRQ) 2.85Y avg ≈2.8 ≈2.8 1.9 Fair value
EV / EBITDA 12.15Y avg ≈12.3 ≈12.3 12.7 Overvalued
Price / FCF (TTM) 10.55Y avg ≈13.4 ≈13.4 · ·
Price / Cash Flow (TTM) 10.15Y avg ≈12.8 ≈12.8 11.7 Overvalued
EV / Revenue 4.15Y avg ≈4.3 ≈4.3 · ·
EV / FCF 15.65Y avg ≈18.3 ≈18.3 · ·
PEG Ratio ≈3.8 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

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

13
Dividend Yield1.3%
Payout Ratio31.9%
Annualized Payout≈$1.20Paid quarterly
5Y Div CAGR≈14.4%Per share, split-adjusted
Growth Streak≈10Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 1, 2026$0.30USD≈1.4%
Jun 1, 2026$0.27USD≈1.6%
Mar 2, 2026$0.27USD≈1.4%
Dec 1, 2025$0.27USD≈1.2%
Sep 2, 2025$0.27USD≈1.2%
Jun 2, 2025$0.25USD≈1.3%
Mar 3, 2025$0.25USD≈1.1%
Dec 2, 2024$0.25USD≈1.3%
Sep 3, 2024$0.25USD≈1.3%
Jun 3, 2024$0.24USD≈1.6%
Feb 29, 2024$0.24USD≈1.4%
Nov 30, 2023$0.24USD≈1.6%
Aug 31, 2023$0.24USD≈1.5%
May 31, 2023$0.20USD≈1.5%
Feb 28, 2023$0.20USD≈1.4%
Nov 30, 2022$0.20USD≈1.5%
Aug 31, 2022$0.20USD≈1.4%
May 31, 2022$0.20USD≈1.2%
Feb 28, 2022$0.20USD≈0.96%
Nov 30, 2021$0.20USD≈0.89%

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

14
Avg Surprise 2.2%
Next Report Oct 21, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 21, 2026 $1.76 $1.71 2.8%
March 31, 2026 $1.69 $1.68 0.34%
Dec. 31, 2025 $1.69 $1.64 3.1%
Sept. 30, 2025 $1.57 $1.50 4.5%
June 30, 2025 $1.45 $1.42 2.1%
March 31, 2025 $1.44 $1.43 0.43%

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

15
Income Statement 18
Metric Trend 202520242023202220212020201920182017201620152014
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) 244,300,000246,400,000248,300,000254,000,000255,600,000256,400,000252,900,000232,500,000204,900,000200,300,000182,196,000166,628,000
Shares (Diluted) 253,100,000253,800,000254,500,000262,000,000267,300,000266,600,000264,200,000243,700,000211,600,000205,800,000190,896,000174,662,000
EBITDA $2.14B$2.02B$1.88B$1.81B$1.91B$1.71B$1.69B$948M$634M$517M$316M$300M
Balance Sheet 26
Metric Trend 202520242023202220212020201920182017201620152014
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 241,400,000244,500,000246,600,000251,000,000256,000,000257,600,000254,600,000250,800,000206,500,000203,042,715191,531,57481,482,283
Cash Flow 18
Metric Trend 202520242023202220212020201920182017201620152014
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
Metric Trend 202520242023202220212020201920182017201620152014
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
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 1.11.11.11.11.11.01.01.10.80.71.61.2
Quick Ratio 0.30.30.30.60.30.40.30.40.70.61.41.1
Debt / Equity 1.11.11.11.21.01.11.41.80.81.11.30.5
LT Debt / Equity 1.11.11.11.21.01.11.41.80.71.11.30.5
Interest Coverage 3.32.92.53.76.03.92.21.53.72.22.17.4
Efficiency 2
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.30.30.30.30.30.30.30.30.30.30.20.3
Receivables Turnover 6.76.97.07.17.47.16.97.46.97.27.68.3
Per Share 7
Metric Trend 202520242023202220212020201920182017201620152014
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 $1.04$0.98$0.88$0.80$0.68$0.53$0.42$0.30$0.27$0.25$0.25·
Dividend Paid / Share ·$0.25$0.24$0.20···$0.30$0.27$0.25$0.25$0.06
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
Metric Trend 202520242023202220212020201920182017201620152014
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%···········
Dividends Paid CAGR 5Y 13.3%···········
Valuation (TTM) 16
Metric Trend 202520242023202220212020201920182017201620152014
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 27.825.325.621.027.431.037.0107.426.144.7155.239.0
P/S 3.43.12.72.54.24.03.43.35.03.93.33.1
P/B 3.12.82.42.23.43.33.12.53.12.61.61.8
P / Cash Flow 12.113.312.411.514.715.811.817.717.813.914.29.4
P / FCF 12.714.013.012.215.216.312.418.719.214.915.110.0
EV / EBITDA 13.112.311.410.913.814.613.420.516.315.817.79.7
EV / FCF 16.918.818.418.419.121.717.932.023.821.025.712.3
EV / Revenue 4.54.23.93.75.25.44.95.76.25.55.63.8
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

Most recent period on the left · null values shown as ·

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

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
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

Institutional owners (13F) 769 filers · $14.5B total · As of Sept. 30, 2026

17

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.

Holders 769
Value held $14.5B
New positions 97
Exited positions 78
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
97 (-21 vs prior Q) 78 (-41 vs prior Q) 282 (+5 vs prior Q) 256 (+7 vs prior Q) -2.8M

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 GROUP INC $1,794,908,490 20,532,012 12.34% Shares
BlackRock, Inc. $1,043,987,380 16,824,938 7.18% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $755,233,198 12,171,365 5.19% Shares
FMR LLC $747,641,744 12,049,021 5.14% Shares
PZENA INVESTMENT MANAGEMENT LLC $684,819,044 11,036,568 4.71% Shares
VANGUARD CAPITAL MANAGEMENT LLC $575,252,085 9,270,783 3.95% Shares
JANUS HENDERSON GROUP PLC $569,293,669 8,425,246 3.91% Shares
Burgundy Asset Management Ltd. $460,455,533 5,193,498 3.17% Shares
STATE STREET CORP $388,238,784 6,256,870 2.67% Shares
AQR CAPITAL MANAGEMENT LLC $376,923,651 6,074,515 2.59% Shares
CITADEL ADVISORS LLC $366,442,418 5,905,599 2.52% Shares
Swedbank AB $301,744,993 4,862,933 2.07% Shares
BANK OF MONTREAL /CAN/ $295,497,736 4,762,252 2.03% Shares
GEODE CAPITAL MANAGEMENT, LLC $245,006,108 3,959,806 1.68% Shares
Qube Research & Technologies Ltd $191,069,696 3,079,286 1.31% Shares
DIMENSIONAL FUND ADVISORS LP $187,185,164 3,016,330 1.29% Shares
SNYDER CAPITAL MANAGEMENT L P $149,895,178 2,415,716 1.03% Shares
LYRICAL ASSET MANAGEMENT LP $137,759,004 2,220,129 0.95% Shares
Robeco Institutional Asset Management B.V. $125,423,280 2,021,326 0.86% Shares
GOLDMAN SACHS GROUP INC $123,623,080 1,992,314 0.85% Shares
Boston Partners $116,126,663 1,870,002 0.80% Shares
ALKEON CAPITAL MANAGEMENT LLC $109,513,036 1,764,916 0.75% Shares
Amundi $105,822,428 1,705,438 0.73% Shares
UBS Group AG $105,555,985 1,701,144 0.73% Shares
BRANDES INVESTMENT PARTNERS, LP $90,854,923 1,464,214 0.62% Shares
TWO SIGMA INVESTMENTS, LP $89,265,688 1,438,609 0.61% Shares
MILLENNIUM MANAGEMENT LLC $89,260,911 1,438,532 0.61% Shares
BNP PARIBAS FINANCIAL MARKETS $89,190,050 1,437,390 0.61% Shares
Squarepoint Ops LLC $88,446,877 1,425,413 0.61% Shares
D. E. Shaw & Co., Inc. $87,213,199 1,405,531 0.60% Shares
NORTHERN TRUST CORP $85,373,728 1,375,886 0.59% Shares
MORGAN STANLEY $84,005,727 1,353,836 0.58% Shares
Progeny 3, Inc. $82,706,445 1,332,900 0.57% Shares
VANGUARD FIDUCIARY TRUST CO $81,095,627 1,306,940 0.56% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $79,603,338 1,178,087 0.55% Shares
FIRST TRUST ADVISORS LP $77,532,471 1,249,519 0.53% Shares
TURTLE CREEK ASSET MANAGEMENT INC. $75,208,137 1,212,057 0.52% Shares
Legal & General Group Plc $71,334,915 1,149,636 0.49% Shares
Gotham Asset Management, LLC $63,369,804 1,021,270 0.44% Shares
LAKEWOOD CAPITAL MANAGEMENT, LP $63,101,996 1,016,954 0.43% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $58,084,695 936,095 0.40% Shares
Walleye Capital LLC $57,953,211 933,976 0.40% Shares
Balyasny Asset Management L.P. $57,210,286 922,003 0.39% Shares
Caisse de depot et placement du Quebec $56,267,685 906,812 0.39% Shares
WEDGE CAPITAL MANAGEMENT L L P/NC $55,869,646 826,841 0.38% Shares
JANE STREET GROUP, LLC $55,076,945 887,622 0.38% Shares
VICTORY CAPITAL MANAGEMENT INC $53,856,980 867,961 0.37% Shares
NORGES BANK $53,637,261 864,420 0.37% Shares
Allspring Global Investments Holdings, LLC $51,920,886 812,406 0.36% Shares
Sunriver Management LLC $50,462,225 813,251 0.35% Shares

Show all 769 institutional owners →

Activists & 5%+ owners 1 position

18

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.

Company insiders 18 insiders · 7 officers · 11 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
William C Stone Chairman of the Board & CEO March 2, 2026 M 32,470,808 0 0 $0
Brian N Schell EVP & CFO Aug. 15, 2026 M 114,312 0 0 $0
Patrick J Pedonti SVP and CFO June 16, 2023 M 0 0 0 $0
Rahul Kanwar President & COO March 2, 2026 M 190,370 0 0 $0
Jason Douglas White SVP & General Counsel March 2, 2026 M 59,943 0 0 $0
Paul Gerard Igoe SVP & General Counsel May 7, 2018 M 0 0 0 $0
Stephen V R Whitman SVP and General Counsel Dec. 12, 2012 M 0 0 0 $0
Michael Jay Zamkow Director May 22, 2026 M 18,404 0 2 $-400,380
D'Archirafi Francesco Paolo Vanni Director May 20, 2026 A 3,804 0 0 $0
Debra Walton Director May 20, 2026 A 7,600 0 0 $0
Smita Conjeevaram Director May 20, 2026 A 15,504 0 0 $0
David Varsano Director May 20, 2026 A 89,004 0 0 $0
Normand A Boulanger Director May 20, 2026 A 389,504 0 1 $-12,877,500
MICHAEL JONATHAN E Director May 20, 2026 A 81,964 0 1 $-183,196
Michael E Daniels Director May 29, 2024 M 13,576 0 0 $0
William A Etherington Director March 21, 2017 M 80,500 0 0 $0
Allan M Holt Director Aug. 7, 2014 A · 0 0 $0
Joseph J. Frank · June 18, 2021 P 1,111 0 0 $0

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

ETF ownership Held by 90 ETFs

20

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
SMLL · Harbor ETF Trust 3.25% 5,893 NS July 31, 2026 N-PORT
CBLS · Elevation Series Trust 2.23% 16,073 NS July 31, 2026 N-PORT
CBSE · Elevation Series Trust 2.22% 14,881 NS July 31, 2026 N-PORT
DIVB · iShares Trust 1.59% 409,499 SH Sept. 11, 2026 Daily
WLDR · Two Roads Shared Trust 1.58% 18,749 NS July 31, 2026 N-PORT
FXL · First Trust Exchange-Traded AlphaDE… 1.23% 411,168 NS July 31, 2026 N-PORT
FFLV · FIDELITY COVINGTON TRUST 1.19% 2,543 NS July 31, 2026 N-PORT
ESLG · Strategy Shares 1.03% 3,122 NS July 31, 2026 N-PORT
BKLN · Invesco Exchange-Traded Fund Trust … 1.01% 65,570,366.61 Oct. 2, 2026 Daily
QQQJ · Invesco Exchange-Traded Fund Trust … 0.92% 138,672 SH Oct. 2, 2026 Daily
ESUM · Strategy Shares 0.91% 21,547 NS July 31, 2026 N-PORT
FTA · First Trust Exchange-Traded AlphaDE… 0.85% 154,997 NS July 31, 2026 N-PORT
IETC · iShares U.S. ETF Trust 0.72% 63,010 SH Sept. 11, 2026 Daily
FBCV · FIDELITY COVINGTON TRUST 0.61% 13,937 NS July 31, 2026 N-PORT
GTOS · Invesco Actively Managed Exchange-T… 0.58% 694,000 Oct. 2, 2026 Daily
COWZ · Pacer Funds Trust 0.48% 1,166,650 NS July 31, 2026 N-PORT
TDVI · First Trust Exchange-Traded Fund IV 0.46% 31,167 NS July 31, 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0.45% 90,834 NS July 31, 2026 N-PORT
FFLC · FIDELITY COVINGTON TRUST 0.44% 68,679 NS July 31, 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0.43% 9,363 NS July 31, 2026 N-PORT
VLUE · iShares Trust 0.31% 378,951 SH Sept. 11, 2026 Daily
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.29% 17,621 NS July 31, 2026 N-PORT
SIZE · iShares Trust 0.23% 12,659 SH Sept. 11, 2026 Daily
IMCV · iShares Trust 0.23% 34,175 SH Sept. 11, 2026 Daily
FIDU · FIDELITY COVINGTON TRUST 0.23% 69,368 NS July 31, 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.22% 23,764 NS July 31, 2026 N-PORT
EUSA · iShares, Inc. 0.20% 47,422 SH Sept. 11, 2026 Daily
VIS · VANGUARD WORLD FUND 0.18% 256,785 SH Aug. 19, 2026 Daily
EQIN · Columbia ETF Trust I 0.17% 6,659 NS July 31, 2026 N-PORT
IWS · iShares Trust 0.16% 310,030 SH Sept. 11, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.15% 2,376,879 SH Aug. 19, 2026 Daily
VBR · VANGUARD INDEX FUNDS 0.14% 1,491,409 SH Aug. 19, 2026 Daily
IWR · iShares Trust 0.12% 849,704 SH Sept. 11, 2026 Daily
DFLV · Dimensional ETF Trust 0.12% 104,795 NS July 31, 2026 N-PORT
IMCB · iShares Trust 0.12% 24,553 SH Sept. 11, 2026 Daily
VOE · VANGUARD INDEX FUNDS 0.11% 657,494 SH Aug. 19, 2026 Daily
TECB · iShares Trust 0.11% 6,758 SH Sept. 11, 2026 Daily
DFUV · Dimensional ETF Trust 0.10% 205,972 NS July 31, 2026 N-PORT
DFVX · Dimensional ETF Trust 0.09% 6,161 NS July 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.09% 25,621 NS July 31, 2026 N-PORT
IYW · iShares Trust 0.08% 256,733 SH Sept. 11, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.08% 2,349,607 SH Aug. 19, 2026 Daily
DXUV · Dimensional ETF Trust 0.08% 5,608 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.07% 30,366 NS July 31, 2026 N-PORT
USXF · iShares Trust 0.07% 12,517 SH Sept. 11, 2026 Daily
IUS · Invesco Exchange-Traded Self-Indexe… 0.07% 8,115 SH Oct. 2, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.06% 6,408 SH Oct. 2, 2026 Daily
DFAC · Dimensional ETF Trust 0.06% 382,744 NS July 31, 2026 N-PORT
VO · VANGUARD INDEX FUNDS 0.06% 2,217,987 SH Aug. 19, 2026 Daily
CRBN · iShares Trust 0.06% 8,584 SH Sept. 10, 2026 Daily
DGRO · iShares Trust 0.06% 309,893 SH Sept. 11, 2026 Daily
DFAT · Dimensional ETF Trust 0.06% 105,196 NS July 31, 2026 N-PORT
VEGN · ETF Series Solutions 0.05% 1,248 NS July 31, 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.05% 6,948 SH Aug. 19, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.05% 827,468 SH Aug. 19, 2026 Daily
ILCV · iShares Trust 0.05% 8,246 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.04% 460,251 SH Sept. 11, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.04% 53,510 SH Oct. 2, 2026 Daily
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0.04% 43,284 NS July 31, 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0.04% 125,145 SH Aug. 19, 2026 Daily
DFAU · Dimensional ETF Trust 0.04% 56,910 NS July 31, 2026 N-PORT
BKLC · BNY Mellon ETF Trust 0.03% 18,979 NS July 31, 2026 N-PORT
TILT · FlexShares Trust 0.03% 7,426 NS July 31, 2026 N-PORT
ILCB · iShares Trust 0.03% 4,167 SH Sept. 11, 2026 Daily
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0.03% 28,911 NS July 31, 2026 N-PORT
PBUS · Invesco Exchange-Traded Fund Trust … 0.03% 36,525 SH Oct. 2, 2026 Daily
VOTE · TCW ETF Trust 0.02% 3,545 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.02% 66,982 NS July 31, 2026 N-PORT
IYY · iShares Trust 0.02% 8,931 SH Sept. 10, 2026 Daily
IWB · iShares Trust 0.02% 142,607 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.02% 58,604 SH Sept. 10, 2026 Daily
ITOT · iShares Trust 0.02% 267,682 SH Sept. 11, 2026 Daily
TOK · iShares Trust 0.02% 606 SH Sept. 11, 2026 Daily
VTV · VANGUARD INDEX FUNDS 0.02% 973,469 SH Aug. 19, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.02% 6,495,905 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.02% 34,261 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.02% 17,491 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.02% 46,899 SH Aug. 19, 2026 Daily
TOV · EA Series Trust 0.02% 840 NS July 31, 2026 N-PORT
URTH · iShares, Inc. 0.02% 18,788 SH Sept. 11, 2026 Daily
ACWI · iShares Trust 0.02% 68,885 SH Sept. 10, 2026 Daily
VV · VANGUARD INDEX FUNDS 0.01% 119,909 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 188,837 SH Aug. 19, 2026 Daily
NEAR · iShares U.S. ETF Trust 0.01% 352,000 SH Sept. 10, 2026 Daily
GTO · Invesco Actively Managed Exchange-T… 0.01% 182,000 Oct. 2, 2026 Daily
VGHY · VANGUARD FIXED INCOME SECURITIES FU… · · July 15, 2026 Daily
VCRB · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VPLS · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VSDB · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VGMS · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily

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

21
rating · 16 analysts BUY
Median target $90.00 +14.6%
5 31.2% Strong Buy
8 50.0% Buy
3 18.8% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

9 analysts · 2026-09-29

Mean target $93.56 +19.1%

← Below all targets Current price $78.53
Low$82.00 Mean$93.56 High$112.00

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

22

FY basis, prices as of each company's last fiscal year-end close.

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%
TASK · 10.7 18.9% 8.6% 17.9% ·
VRRM $3.44B 26.4 14.6% 102.8% 42.4% ·
CNDT $297M -1.7 -9.4% -5.6% -22.3% ·
TTEC $175M -0.9 -3.2% -9.0% -94.3% ·

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

25

No open signal right now — no card is filled, and that's honest.

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Jul 30, 2026