Marks Group Wealth Management, Inc
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1802473
MINNETONKA, MN
Position in SSNC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,270,716
-$2,210,156 QoQ
Shares Held
52,711
-35.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#237
of 719 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SSNC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $28,751,613 across 15 Software - Application names. SSNC ranks #5 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
24,904 | $3,901,460 | |
| 2 | ROP |
Roper Technologies Inc
|
11,467 | $3,880,317 | |
| 3 | ADP |
Automatic Data Processing Inc
|
15,920 | $3,565,283 | |
| 4 | NOW |
ServiceNow, Inc.
|
34,242 | $3,399,544 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
This page
|
52,711 | $3,270,716 | |
| 6 | FICO |
Fair Isaac Corp
|
1,922 | $2,296,366 | |
| 7 | UBER |
Uber Technologies, Inc
|
27,448 | $1,980,647 | |
| 8 | PTC |
Ptc Inc.
|
13,003 | $1,477,270 |
All Filings in SSNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,270,716 | 52,711 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $5,480,872 | 81,114 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,967,283 | 91,138 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $9,085,651 | 102,362 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $8,785,245 | 106,102 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $8,859,358 | 106,062 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $8,399,227 | 110,837 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $8,494,373 | 114,464 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $7,502,789 | 119,719 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $7,100,590 | 110,309 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $6,684,334 | 109,382 | Shares | Other | 2024-02-01 | |
| 2023-09-30 | $5,688,243 | 108,265 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,473,655 | 106,826 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $5,874,009 | 104,020 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,310,067 | 101,999 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,774,618 | 99,992 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,599,167 | 96,421 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $6,283,525 | 83,758 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,394,521 | 78,001 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $5,461,224 | 78,692 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,662,330 | 78,578 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,426,383 | 77,664 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,610,843 | 77,125 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,682,008 | 77,363 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $4,646,101 | 82,261 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $6,735,177 | 153,701 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||