Evercore Wealth Management, LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1482689
New York, NY
Position in SSNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$273,640
-$24,343 QoQ
Shares Held
4,410
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#507
of 719 holders
Holding Since
Mar 2020
26 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, 2026Evercore Wealth Management, LLC holds $176,795,992 across 10 Software - Application names. SSNC ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,219,547 | $88,002,510 | |
| 2 | NOW |
ServiceNow, Inc.
|
589,067 | $58,482,571 | |
| 3 | ADP |
Automatic Data Processing Inc
|
54,502 | $12,205,722 | |
| 4 | ROP |
Roper Technologies Inc
|
29,760 | $10,070,485 | |
| 5 | CRM |
Salesforce, Inc.
|
24,691 | $3,868,092 | |
| 6 | ADBE |
Adobe Inc.
|
13,346 | $2,736,196 | |
| 7 | PAYX |
Paychex Inc
|
7,541 | $741,506 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
This page
|
4,410 | $273,640 |
All Filings in SSNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,640 | 4,410 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $297,983 | 4,410 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $385,522 | 4,410 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $391,431 | 4,410 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $365,148 | 4,410 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $372,543 | 4,460 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $337,978 | 4,460 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $330,976 | 4,460 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $279,508 | 4,460 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $287,090 | 4,460 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $273,772 | 4,480 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $387,219 | 7,370 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,741,470 | 507,285 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $33,941,462 | 601,053 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $35,957,841 | 690,700 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $42,054,522 | 880,723 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $65,155,816 | 1,122,022 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $86,012,455 | 1,146,527 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $93,985,724 | 1,146,447 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $78,943,332 | 1,137,512 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $81,918,023 | 1,136,803 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $76,226,352 | 1,090,974 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $75,981,117 | 1,044,414 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $60,624,275 | 1,001,723 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $54,268,920 | 960,852 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $39,588,170 | 903,427 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||