Arkadios Wealth Advisors

Position in SSNC — SS&C Technologies Holdings Inc

CIK 1800798 ATLANTA, GA

Position in SSNC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,824,517

+$69,185 QoQ

Shares Held

29,404

+13.2% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#288

of 721 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Arkadios Wealth Advisors holds $65,909,164 across 27 Software - Application names. SSNC ranks #10 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	159,935	$11,540,908
2	PAYX	Paychex Inc	97,779	$9,614,608
3	CRM	Salesforce, Inc.	50,708	$7,943,914
4	ADBE	Adobe Inc.	24,288	$4,979,525
5	NOW	ServiceNow, Inc.	45,084	$4,475,939
6	RNG	RingCentral, Inc.	109,456	$4,266,594
7	SNOW	Snowflake Inc.	12,002	$3,054,508
8	OTEX	Open Text Corp	134,544	$2,980,148

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,824,517	29,404	+13.2%	Shares	Sole	2026-08-10
2026-03-31	$1,755,332	25,978	+80.0%	Shares	Sole	2026-05-18
2025-12-31	$1,261,470	14,430	+2.6%	Shares	Sole	2026-02-13
2025-09-30	$1,248,763	14,069	+8.4%	Shares	Sole	2025-10-29
2025-06-30	$1,074,826	12,981	+259.5%	Shares	Sole	2025-08-04
2025-03-31	$301,626	3,611	+27.0%	Shares	Sole	2025-05-08
2024-12-31	$215,442	2,843	+2924.5%	Shares	Sole	2025-01-15
2021-09-30	$6,523	94	0.0%	Shares	Sole	2021-10-19
2021-06-30	$6,773	94	+4.4%	Shares	Sole	2021-07-28
2021-03-31	$6,288	90	-30.2%	Shares	Sole	2021-04-26
2020-12-31	$9,384	129	0.0%	Shares	Sole	2021-02-09
2020-09-30	$7,807	129	0.0%	Shares	Sole	2020-11-10
2020-06-30	$7,285	129	0.0%	Shares	Sole	2020-08-10
2020-03-31	$5,652	129	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.