Copeland Capital Management, LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1541743
Conshohocken, PA
Position in SSNC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$239,400
+$1,706 QoQ
Shares Held
3,543
+30.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SSNC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Copeland Capital Management, LLC holds $174,681,113 across 10 Software - Application names. SSNC ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YOU |
Clear Secure, Inc.
|
1,755,852 | $85,000,794 | |
| 2 | PEGA |
Pegasystems Inc
|
1,123,518 | $47,816,924 | |
| 3 | BSY |
Bentley Systems Inc
|
687,682 | $24,151,390 | |
| 4 | INTU |
Intuit Inc.
|
36,496 | $15,780,139 | |
| 5 | ADP |
Automatic Data Processing Inc
|
4,178 | $848,886 | |
| 6 | CRM |
Salesforce, Inc.
|
3,719 | $694,225 | |
| 7 | SSNC |
SS&C Technologies Holdings Inc
This page
|
3,543 | $239,400 | |
| 8 | KARO |
Karooooo Ltd.
|
1,417 | $70,623 |
All Filings in SSNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,400 | 3,543 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $237,694 | 2,719 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $241,338 | 2,719 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $223,891 | 2,704 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $225,865 | 2,704 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $270,231 | 3,566 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $264,187 | 3,560 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $223,105 | 3,560 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $229,157 | 3,560 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $216,023 | 3,535 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $188,408 | 3,586 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $178,830 | 2,951 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $174,831 | 3,096 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $129,993 | 2,497 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $836,771 | 17,524 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,072,146 | 18,463 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,433,107 | 19,103 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,543,273 | 18,825 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,299,098 | 18,719 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $1,050,274 | 14,575 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $109,346 | 1,565 | Shares | Sole | 2022-01-18 | |
| 2020-12-31 | $3,201 | 44 | Shares | Sole | 2022-01-18 | |
| 2020-09-30 | $2,662 | 44 | Shares | Sole | 2022-01-18 | |
| 2020-06-30 | $2,485 | 44 | Shares | Sole | 2022-01-18 | |
| 2020-03-31 | $1,928 | 44 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||