CVA Family Office, LLC

Family Office

Position in SSNC — SS&C Technologies Holdings Inc

CIK 1802084 DENVER, CO

Position in SSNC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$14,333

-$10,127 QoQ

Shares Held

231

-36.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#616

of 719 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CVA Family Office, LLC holds $3,711,444 across 59 Software - Application names. SSNC ranks #23 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PDFS	Pdf Solutions Inc	17,774	$1,258,221
2	NOW	ServiceNow, Inc.	3,361	$333,680
3	DDOG	Datadog, Inc.	1,106	$287,958
4	UBER	Uber Technologies, Inc	3,686	$265,981
5	CRM	Salesforce, Inc.	1,554	$243,449
6	ADP	Automatic Data Processing Inc	1,080	$241,866
7	PAYX	Paychex Inc	2,383	$234,320
8	CDNS	Cadence Design Systems Inc	480	$180,153

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,333	231	-36.2%	Shares	Sole	2026-08-07
2026-03-31	$24,460	362	+164.2%	Shares	Sole	2026-04-29
2025-12-31	$11,976	137	0.0%	Shares	Sole	2026-01-12
2025-09-30	$12,160	137	0.0%	Shares	Sole	2025-10-30
2025-06-30	$11,343	137	-28.6%	Shares	Sole	2025-07-31
2025-03-31	$16,037	192	+15.0%	Shares	Sole	2025-04-16
2024-12-31	$12,655	167	+38.0%	Shares	Sole	2025-01-07
2024-09-30	$8,979	121	-6.2%	Shares	Sole	2024-10-10
2024-06-30	$8,084	129	+6.6%	Shares	Sole	2024-07-10
2024-03-31	$7,788	121	0.0%	Shares	Sole	2024-04-10
2023-12-31	$7,394	121	-42.7%	Shares	Sole	2024-01-16
2023-06-30	$12,786	211	+40.7%	Shares	Sole	2023-07-10
2023-03-31	$8,470	150	+15.4%	Shares	Sole	2023-04-27
2022-12-31	$6,767	130	—	Shares	Sole	2023-02-22
No filing history on record for this holder in this stock.