BROWN, LISLE/CUMMINGS, INC.
Position in SSNC — SS&C Technologies Holdings Inc
CIK 14745
PROVIDENCE, RI
Position in SSNC
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,891
New position
Shares Held
28
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $4,314,695 across 27 Software - Application names. SSNC ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
9,292 | $1,102,217 | |
| 2 | CRM |
Salesforce, Inc.
|
4,926 | $919,536 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,696 | $750,953 | |
| 4 | INTU |
Intuit Inc.
|
1,430 | $618,303 | |
| 5 | YOU |
Clear Secure, Inc.
|
8,830 | $427,460 | |
| 6 | ADSK |
Autodesk, Inc.
|
783 | $187,450 | |
| 7 | ADBE |
Adobe Inc.
|
254 | $61,742 | |
| 8 | UBER |
Uber Technologies, Inc
|
797 | $57,328 |
All Filings in SSNC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,891 | 28 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||