Position in SSNC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$8,811
-$783 QoQ
Shares Held
142
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#633
of 719 holders
Holding Since
Jun 2021
21 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, 2026West Branch Capital LLC holds $213,270 across 8 Software - Application names. SSNC ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
426 | $66,737 | |
| 2 | ADBE |
Adobe Inc.
|
272 | $55,765 | |
| 3 | NOW |
ServiceNow, Inc.
|
535 | $53,114 | |
| 4 | PAYX |
Paychex Inc
|
280 | $27,532 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
This page
|
142 | $8,811 | |
| 6 | UBER |
Uber Technologies, Inc
|
7 | $505 | |
| 7 | ZM |
Zoom Communications, Inc.
|
5 | $431 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1 | $375 |
All Filings in SSNC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,811 | 142 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $9,594 | 142 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $12,413 | 142 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $12,603 | 142 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11,757 | 142 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $11,861 | 142 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $10,760 | 142 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,537 | 142 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $8,773 | 140 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $9,011 | 140 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $8,555 | 140 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $7,355 | 140 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $8,484 | 140 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,905 | 140 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $7,288 | 140 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $6,685 | 140 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $8,129 | 140 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $10,502 | 140 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $11,477 | 140 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $9,716 | 140 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $10,088 | 140 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||