Parcion Private Wealth LLC

Position in SSNC — SS&C Technologies Holdings Inc

CIK 1801263 BELLEVUE, WA

Position in SSNC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,292,122

-$376,492 QoQ

Shares Held

69,172

+0.1% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#209

of 718 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Parcion Private Wealth LLC holds $14,116,610 across 19 Software - Application names. SSNC ranks #1 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SSNC	SS&C Technologies Holdings Inc This page	69,172	$4,292,122
2	ROP	Roper Technologies Inc	8,876	$3,003,549
3	CRM	Salesforce, Inc.	5,587	$875,259
4	SNOW	Snowflake Inc.	3,342	$850,539
5	ALIT	Alight, Inc. / Delaware	2,617	$586,118
6	DDOG	Datadog, Inc.	2,236	$582,164
7	ZM	Zoom Communications, Inc.	5,722	$493,865
8	PAYX	Paychex Inc	4,743	$466,379

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,292,122	69,172	+0.1%	Shares	Sole	2026-07-27
2026-03-31	$4,668,614	69,093	-2.0%	Shares	Sole	2026-04-22
2025-12-31	$6,163,634	70,506	-0.4%	Shares	Sole	2026-01-26
2025-09-30	$6,281,900	70,774	-0.7%	Shares	Sole	2025-10-14
2025-06-30	$5,903,391	71,297	-0.1%	Shares	Sole	2025-07-30
2025-03-31	$5,964,125	71,401	+3.1%	Shares	Sole	2025-05-02
2024-12-31	$5,248,901	69,265	+0.7%	Shares	Sole	2025-02-03
2024-09-30	$5,101,937	68,750	+4.4%	Shares	Sole	2024-10-23
2024-06-30	$4,127,446	65,860	-0.2%	Shares	Sole	2024-08-06
2024-03-31	$4,248,291	65,998	-0.3%	Shares	Sole	2024-04-24
2023-12-31	$4,045,909	66,207	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.