TD PRIVATE CLIENT WEALTH LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1551017
NEW YORK, NY
Position in SSNC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$200,421
-$702,719 QoQ
Shares Held
3,230
-75.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#553
of 719 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $29,726,190 across 56 Software - Application names. SSNC ranks #14 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
72,725 | $7,151,049 | |
| 2 | UBER |
Uber Technologies, Inc
|
53,028 | $3,826,500 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
9,592 | $3,600,069 | |
| 4 | ADP |
Automatic Data Processing Inc
|
15,133 | $3,389,035 | |
| 5 | SNOW |
Snowflake Inc.
|
12,201 | $3,105,154 | |
| 6 | SHOP |
Shopify Inc.
|
16,441 | $1,877,233 | |
| 7 | INTU |
Intuit Inc.
|
4,445 | $1,160,145 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
15,852 | $1,120,894 |
All Filings in SSNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,421 | 3,230 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $903,140 | 13,366 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,624,785 | 30,025 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,570,045 | 28,955 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $2,429,020 | 29,336 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,221,647 | 26,597 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,805,382 | 23,824 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,528,354 | 20,595 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $1,311,996 | 20,935 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,455,470 | 22,611 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $1,463,523 | 23,949 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,354,271 | 25,776 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $1,640,684 | 27,074 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $1,496,850 | 26,507 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $1,268,441 | 24,365 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $1,743,352 | 36,510 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $1,952,197 | 33,618 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $2,048,046 | 27,300 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $2,362,007 | 28,812 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,322,956 | 33,472 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $2,500,409 | 34,699 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $2,005,688 | 28,706 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $647,111 | 8,895 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $555,876 | 9,185 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $342,833 | 6,070 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $219 | 5 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||