Western Wealth Management, LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1767902
GOLDEN, CO
Position in SSNC
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$928,479
-$163,586 QoQ
Shares Held
13,741
-4.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
3 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 Mar 31, 2026Western Wealth Management, LLC holds $17,160,986 across 50 Software - Application names. SSNC ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
45,949 | $3,305,111 | |
| 2 | CRM |
Salesforce, Inc.
|
14,663 | $2,737,141 | |
| 3 | NOW |
ServiceNow, Inc.
|
19,660 | $2,055,452 | |
| 4 | MSTR |
Strategy Inc
|
12,954 | $1,616,659 | |
| 5 | INTU |
Intuit Inc.
|
2,901 | $1,254,334 | |
| 6 | PAYX |
Paychex Inc
|
12,749 | $1,174,437 | |
| 7 | SSNC |
SS&C Technologies Holdings Inc
This page
|
13,741 | $928,479 | |
| 8 | ADBE |
Adobe Inc.
|
3,788 | $920,786 |
All Filings in SSNC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $928,479 | 13,741 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,092,065 | 14,411 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,179,493 | 15,894 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||