Transamerica Financial Advisors, LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1502149
CEDAR RAPIDS, IA
Position in SSNC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$197,304
+$56,209 QoQ
Shares Held
2,920
+80.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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 Mar 31, 2026Transamerica Financial Advisors, LLC holds $16,488,922 across 70 Software - Application names. SSNC ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
31,386 | $3,723,007 | |
| 2 | UBER |
Uber Technologies, Inc
|
50,246 | $3,614,194 | |
| 3 | NOW |
ServiceNow, Inc.
|
30,029 | $3,139,531 | |
| 4 | DT |
Dynatrace, Inc.
|
82,791 | $3,061,611 | |
| 5 | ADP |
Automatic Data Processing Inc
|
5,059 | $1,027,887 | |
| 6 | INTU |
Intuit Inc.
|
632 | $273,264 | |
| 7 | ADBE |
Adobe Inc.
|
1,010 | $245,510 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
This page
|
2,920 | $197,304 |
All Filings in SSNC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||