Position in SSNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,534,492
New position
Shares Held
56,962
first reported quarter
Ownership
0.024%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#230
of 719 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 98%
Shared 0%
None 2%
Position in Software - Application
Technology · as of Jun 30, 2026Family Manage LLC holds $14,528,539 across 8 Software - Application names. SSNC ranks #1 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSNC |
SS&C Technologies Holdings Inc
This page
|
56,962 | $3,534,492 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
9,150 | $3,434,178 | |
| 3 | UBER |
Uber Technologies, Inc
|
45,215 | $3,262,714 | |
| 4 | ADP |
Automatic Data Processing Inc
|
13,221 | $2,960,842 | |
| 5 | SHOP |
Shopify Inc.
|
3,907 | $446,101 | |
| 6 | NOW |
ServiceNow, Inc.
|
3,323 | $329,907 | |
| 7 | SNOW |
Snowflake Inc.
|
1,197 | $304,636 | |
| 8 | CRM |
Salesforce, Inc.
|
1,632 | $255,669 |
All Filings in SSNC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,534,492 | 56,962 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||