Position in SSNC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,102
-$1,269 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#662
of 719 holders
Holding Since
Mar 2022
10 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, 2026Concord Wealth Partners holds $5,059,387 across 15 Software - Application names. SSNC ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
6,842 | $2,567,939 | |
| 2 | CRM |
Salesforce, Inc.
|
6,923 | $1,084,557 | |
| 3 | NOW |
ServiceNow, Inc.
|
9,783 | $971,256 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,597 | $357,648 | |
| 5 | SHOP |
Shopify Inc.
|
300 | $34,254 | |
| 6 | INTU |
Intuit Inc.
|
72 | $18,792 | |
| 7 | ADSK |
Autodesk, Inc.
|
28 | $5,443 | |
| 8 | UBER |
Uber Technologies, Inc
|
68 | $4,906 |
All Filings in SSNC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,102 | 50 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $4,371 | 50 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,438 | 50 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,140 | 50 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,176 | 50 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,789 | 50 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,710 | 50 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,133 | 50 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,218 | 50 | Shares | Sole | 2024-04-30 | |
| 2022-03-31 | $1,125 | 15 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||