Dynamic Advisor Solutions LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1599747
PHOENIX, AZ
Position in SSNC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$270,227
-$67,420 QoQ
Shares Held
4,355
-12.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#509
of 719 holders
Holding Since
Mar 2020
17 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, 2026Dynamic Advisor Solutions LLC holds $16,705,372 across 16 Software - Application names. SSNC ranks #16 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
21,591 | $3,382,446 | |
| 2 | INTU |
Intuit Inc.
|
12,571 | $3,281,031 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
4,645 | $1,743,361 | |
| 4 | ADBE |
Adobe Inc.
|
5,149 | $1,055,647 | |
| 5 | ROP |
Roper Technologies Inc
|
2,800 | $947,492 | |
| 6 | UBER |
Uber Technologies, Inc
|
13,019 | $939,451 | |
| 7 | RSSS |
Research Solutions, Inc.
|
365,599 | $848,189 | |
| 8 | MSTR |
Strategy Inc
|
9,266 | $805,493 |
All Filings in SSNC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,227 | 4,355 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $337,647 | 4,997 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $401,170 | 4,589 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $643,332 | 7,248 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $588,459 | 7,107 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $666,151 | 7,975 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $560,730 | 7,556 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $441,510 | 7,045 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $435,527 | 6,766 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $394,953 | 6,463 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $346,501 | 6,595 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $402,444 | 6,641 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $318,547 | 5,641 | Shares | Sole | 2023-04-11 | |
| 2020-12-31 | $390,376 | 5,366 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $323,176 | 5,340 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $300,134 | 5,314 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $219,713 | 5,014 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||