SHEETS SMITH WEALTH MANAGEMENT
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1157436
WINSTON-SALEM, NC
Position in SSNC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$697,255
+$160,277 QoQ
Shares Held
11,237
+41.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#380
of 704 holders
Holding Since
Mar 2020
20 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, 2026SHEETS SMITH WEALTH MANAGEMENT holds $12,487,221 across 5 Software - Application names. SSNC ranks #5 (5.6% of the industry book) .
All Filings in SSNC
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,255 | 11,237 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $536,978 | 7,947 | Shares | Sole | 2026-04-16 | |
| 2025-06-30 | $298,080 | 3,600 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $300,708 | 3,600 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $272,808 | 3,600 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $267,156 | 3,600 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $225,612 | 3,600 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $231,732 | 3,600 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $219,996 | 3,600 | Shares | Sole | 2024-02-06 | |
| 2022-09-30 | $3,681,525 | 77,100 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,477,197 | 77,100 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $5,784,042 | 77,100 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,402,638 | 78,100 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $5,350,740 | 77,100 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $5,555,826 | 77,100 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $5,386,977 | 77,100 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $5,609,025 | 77,100 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $4,666,092 | 77,100 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $4,354,608 | 77,100 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,625,722 | 37,100 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||