Position in SSNC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,956
-$530 QoQ
Shares Held
96
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#645
of 719 holders
Holding Since
Jun 2024
9 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, 2026Key Financial Inc holds $3,527,455 across 32 Software - Application names. SSNC ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
8,481 | $1,899,319 | |
| 2 | CRM |
Salesforce, Inc.
|
4,504 | $705,596 | |
| 3 | IDCC |
InterDigital, Inc.
|
1,000 | $283,130 | |
| 4 | PAYX |
Paychex Inc
|
2,768 | $272,177 | |
| 5 | PAYC |
Paycom Software, Inc.
|
500 | $62,840 | |
| 6 | FICO |
Fair Isaac Corp
|
38 | $45,401 | |
| 7 | SHOP |
Shopify Inc.
|
320 | $36,537 | |
| 8 | UBER |
Uber Technologies, Inc
|
486 | $35,069 |
All Filings in SSNC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,956 | 96 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,486 | 96 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $8,392 | 96 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,520 | 96 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,362 | 101 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $8,436 | 101 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,653 | 101 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,038 | 14 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $564 | 9 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||