EverSource Wealth Advisors, LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1710537
BIRMINGHAM, AL
Position in SSNC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,918,518
+$2,680,067 QoQ
Shares Held
47,035
+1232.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#27
of 136 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $22,322,131 across 137 Software - Application names. SSNC ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
43,674 | $3,796,577 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
This page
|
47,035 | $2,918,518 | |
| 3 | CRM |
Salesforce, Inc.
|
6,808 | $1,066,536 | |
| 4 | SNOW |
Snowflake Inc.
|
3,819 | $971,933 | |
| 5 | NOW |
ServiceNow, Inc.
|
8,806 | $874,254 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
2,255 | $846,341 | |
| 7 | ADP |
Automatic Data Processing Inc
|
3,764 | $842,942 | |
| 8 | UBER |
Uber Technologies, Inc
|
11,176 | $806,454 |
All Filings in SSNC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,918,518 | 47,035 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $238,451 | 3,529 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $361,476 | 4,135 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $399,861 | 4,505 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $376,406 | 4,546 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $322,675 | 3,863 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $169,821 | 2,241 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $113,094 | 1,524 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $91,308 | 1,457 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $93,206 | 1,448 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $78,952 | 1,292 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $59,159 | 1,126 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $67,022 | 1,106 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $65,786 | 1,165 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $42,897 | 824 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $52,476 | 1,099 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $50,694 | 873 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $44,486 | 593 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $48,613 | 593 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||