Position in SSNC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,474,854
+$3,093,652 QoQ
Shares Held
104,349
+108.5% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#175
of 719 holders
Holding Since
Sep 2021
20 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, 2026Creative Planning holds $804,282,438 across 108 Software - Application names. SSNC ranks #31 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
236,839 | $60,275,525 | |
| 2 | SHOP |
Shopify Inc.
|
469,832 | $53,645,417 | |
| 3 | CRM |
Salesforce, Inc.
|
336,625 | $52,735,671 | |
| 4 | NOW |
ServiceNow, Inc.
|
500,297 | $49,669,485 | |
| 5 | ADP |
Automatic Data Processing Inc
|
185,212 | $41,478,226 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
90,759 | $34,063,667 | |
| 7 | PAYX |
Paychex Inc
|
321,743 | $31,636,988 | |
| 8 | UBER |
Uber Technologies, Inc
|
420,860 | $30,369,257 |
All Filings in SSNC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,474,854 | 104,349 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,381,202 | 50,040 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,345,301 | 38,267 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,219,531 | 25,006 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,255,247 | 15,160 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $888,759 | 10,640 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $653,299 | 8,621 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $484,813 | 6,533 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $509,569 | 8,131 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $476,080 | 7,396 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $430,886 | 7,051 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $410,967 | 7,822 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $442,864 | 7,308 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $355,252 | 6,291 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $319,804 | 6,143 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $205,134 | 4,296 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $237,680 | 4,093 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $437,291 | 5,829 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $478,271 | 5,834 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $399,605 | 5,758 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||