UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1463217
IRVING, TX
Position in SSNC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$230,763
-$176,075 QoQ
Shares Held
3,719
-38.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#522
of 719 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SSNC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $159,160,325 across 44 Software - Application names. SSNC ranks #37 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
285,921 | $28,386,236 | |
| 2 | NAVN |
Navan, Inc.
|
830,393 | $18,991,087 | |
| 3 | SNOW |
Snowflake Inc.
|
70,211 | $17,868,699 | |
| 4 | UBER |
Uber Technologies, Inc
|
186,774 | $13,477,611 | |
| 5 | CRM |
Salesforce, Inc.
|
79,316 | $12,425,644 | |
| 6 | ADP |
Automatic Data Processing Inc
|
41,538 | $9,302,435 | |
| 7 | INTU |
Intuit Inc.
|
29,044 | $7,580,484 | |
| 8 | ROP |
Roper Technologies Inc
|
21,314 | $7,212,444 |
All Filings in SSNC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,763 | 3,719 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $406,838 | 6,021 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $484,743 | 5,545 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $489,422 | 5,514 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $492,991 | 5,954 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $678,096 | 8,118 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $599,722 | 7,914 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $644,588 | 8,686 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $501,548 | 8,003 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $552,809 | 8,588 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $609,816 | 9,979 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $819,624 | 15,600 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,509,000 | 24,901 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $1,411,138 | 27,106 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,012,300 | 21,200 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $795,733 | 13,703 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $480,878 | 6,410 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||