Kingsview Wealth Management, LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1791965
GRANTS PASS, OR
Position in SSNC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$4,991,798
-$1,431,743 QoQ
Shares Held
80,448
-15.4% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#198
of 723 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in SSNC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $32,821,117 across 18 Software - Application names. SSNC ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
29,366 | $6,576,515 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
This page
|
80,448 | $4,991,798 | |
| 3 | CRM |
Salesforce, Inc.
|
24,179 | $3,787,882 | |
| 4 | NOW |
ServiceNow, Inc.
|
36,656 | $3,639,207 | |
| 5 | SHOP |
Shopify Inc.
|
26,821 | $3,062,421 | |
| 6 | PAYX |
Paychex Inc
|
29,426 | $2,893,458 | |
| 7 | UBER |
Uber Technologies, Inc
|
24,984 | $1,802,845 | |
| 8 | DDOG |
Datadog, Inc.
|
5,200 | $1,353,872 |
All Filings in SSNC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,991,798 | 80,448 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $6,423,541 | 95,065 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,693,391 | 110,883 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $11,055,590 | 124,556 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,343,137 | 161,149 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $10,097,189 | 120,881 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $12,901,316 | 170,247 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $9,543,924 | 128,607 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $8,044,633 | 128,365 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,955,294 | 123,587 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $7,205,663 | 117,913 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,038,697 | 76,869 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,685,995 | 60,825 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,482,843 | 61,676 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,165,508 | 60,805 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||