MONETA GROUP INVESTMENT ADVISORS LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1120927
ST LOUIS, MO
Position in SSNC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$201,493
-$60,854 QoQ
Shares Held
2,982
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SSNC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $24,014,638 across 22 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
13,217 | $3,363,726 | |
| 2 | NOW |
ServiceNow, Inc.
|
32,293 | $3,206,049 | |
| 3 | ADP |
Automatic Data Processing Inc
|
13,026 | $2,917,172 | |
| 4 | DT |
Dynatrace, Inc.
|
49,488 | $2,173,018 | |
| 5 | DDOG |
Datadog, Inc.
|
5,873 | $1,529,094 | |
| 6 | CRM |
Salesforce, Inc.
|
8,906 | $1,395,213 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
3,249 | $1,219,414 | |
| 8 | ADBE |
Adobe Inc.
|
5,573 | $1,142,576 |
All Filings in SSNC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,493 | 2,982 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $262,347 | 3,001 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $277,108 | 3,122 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $267,526 | 3,231 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $254,850 | 3,051 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $215,290 | 2,841 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||