Capital Analysts, LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1624758
FORT WASHINGTON, PA
Position in SSNC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$72,598
-$68,825 QoQ
Shares Held
1,170
-44.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#573
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, 2026Capital Analysts, LLC holds $6,987,914 across 27 Software - Application names. SSNC ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
49,664 | $3,583,753 | |
| 2 | CRM |
Salesforce, Inc.
|
5,611 | $879,018 | |
| 3 | NOW |
ServiceNow, Inc.
|
5,221 | $514,869 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
1,063 | $398,965 | |
| 5 | TYL |
Tyler Technologies Inc
|
1,270 | $371,424 | |
| 6 | ADBE |
Adobe Inc.
|
1,644 | $337,052 | |
| 7 | ADP |
Automatic Data Processing Inc
|
1,153 | $258,213 | |
| 8 | SAP |
Sap SE
|
1,243 | $191,557 |
All Filings in SSNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,598 | 1,170 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $141,423 | 2,093 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,338,216 | 49,625 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $4,486,994 | 50,552 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,265,441 | 51,515 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,239,397 | 50,753 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,638,500 | 48,014 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,391,990 | 45,708 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,606,069 | 41,584 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,405,828 | 37,375 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,153,638 | 35,242 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,789,039 | 34,051 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,023,312 | 33,388 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,879,378 | 33,281 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $1,738,595 | 33,396 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,593,274 | 33,367 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,927,111 | 33,186 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,474,609 | 32,986 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $2,666,480 | 32,526 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $2,223,784 | 32,043 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $2,178,085 | 30,226 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $1,999,819 | 28,622 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,897,174 | 26,078 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,516,631 | 25,060 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,318,469 | 23,344 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $11,393 | 260 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||