Transamerica Financial Advisors, LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1502149
CEDAR RAPIDS, IA
Position in SSNC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$200,917
+$3,613 QoQ
Shares Held
3,238
+10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#552
of 723 holders
Holding Since
Jun 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, 2026Transamerica Financial Advisors, LLC holds $9,409,862 across 87 Software - Application names. SSNC ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
47,020 | $3,392,963 | |
| 2 | SHOP |
Shopify Inc.
|
28,734 | $3,280,848 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
808 | $303,258 | |
| 4 | DDOG |
Datadog, Inc.
|
1,037 | $269,993 | |
| 5 | SNOW |
Snowflake Inc.
|
919 | $233,885 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,014 | $227,085 | |
| 7 | PAYX |
Paychex Inc
|
2,130 | $209,442 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
This page
|
3,238 | $200,917 |
All Filings in SSNC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,917 | 3,238 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $197,304 | 2,920 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $141,095 | 1,614 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $104,648 | 1,179 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $74,851 | 904 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $109,841 | 1,315 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $104,652 | 1,381 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $105,749 | 1,425 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $122,018 | 1,947 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $125,328 | 1,947 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $571,439 | 9,351 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $621,022 | 11,820 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $996,688 | 16,447 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $938,587 | 16,621 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $429,078 | 8,242 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $529,834 | 11,096 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $668,966 | 11,520 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||