Fortis Group Advisors, LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1815183
WESTWOOD, NJ
Position in SSNC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$53,983
-$4,802 QoQ
Shares Held
870
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#579
of 718 holders
Holding Since
Sep 2023
12 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, 2026Fortis Group Advisors, LLC holds $599,680 across 8 Software - Application names. SSNC ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,285 | $287,775 | |
| 2 | U |
Unity Software Inc.
|
7,331 | $209,519 | |
| 3 | SSNC |
SS&C Technologies Holdings Inc
This page
|
870 | $53,983 | |
| 4 | PAYX |
Paychex Inc
|
298 | $29,302 | |
| 5 | SHOP |
Shopify Inc.
|
70 | $7,992 | |
| 6 | TYL |
Tyler Technologies Inc
|
27 | $7,896 | |
| 7 | NATL |
NCR Atleos Corp
|
62 | $2,691 | |
| 8 | INTU |
Intuit Inc.
|
2 | $522 |
All Filings in SSNC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,983 | 870 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $58,785 | 870 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $76,055 | 870 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $77,221 | 870 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $72,036 | 870 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $72,671 | 870 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $65,928 | 870 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $74,210 | 1,000 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $62,670 | 1,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $64,370 | 1,000 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $122,220 | 2,000 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $52,540 | 1,000 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||