Proficio Capital Partners LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1654175
NEWTON, MA
Position in SSNC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$226,048
-$400,527 QoQ
Shares Held
3,643
-66.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#529
of 719 holders
Holding Since
Mar 2021
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SSNC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Proficio Capital Partners LLC holds $17,109,845 across 26 Software - Application names. SSNC ranks #21 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
98,703 | $7,122,408 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
2,607 | $978,459 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,996 | $894,904 | |
| 4 | INTU |
Intuit Inc.
|
2,814 | $734,454 | |
| 5 | DDOG |
Datadog, Inc.
|
2,471 | $643,349 | |
| 6 | DT |
Dynatrace, Inc.
|
12,197 | $535,570 | |
| 7 | ZM |
Zoom Communications, Inc.
|
5,697 | $491,708 | |
| 8 | NOW |
ServiceNow, Inc.
|
4,590 | $455,695 |
All Filings in SSNC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,048 | 3,643 | Shares | Sole | 2026-08-17 | |
| 2022-06-30 | $626,575 | 10,790 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $805,414 | 10,736 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $337,265 | 4,114 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $285,858 | 4,119 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $273,191 | 3,910 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||