Prudent Man Advisors, LLC

Position in SSNC — SS&C Technologies Holdings Inc

CIK 1817174 NAPERVILLE, IL

Position in SSNC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$461,652

+$14,001 QoQ

Shares Held

7,440

+12.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#448

of 719 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Prudent Man Advisors, LLC holds $1,542,919 across 2 Software - Application names. SSNC ranks #2 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CRM	Salesforce, Inc.	6,902	$1,081,267
2	SSNC	SS&C Technologies Holdings Inc This page	7,440	$461,652

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$461,652	7,440	+12.3%	Shares	Sole	2026-08-05
2026-03-31	$447,651	6,625	+53.6%	Shares	Sole	2026-05-08
2025-12-31	$377,042	4,313	-0.6%	Shares	Sole	2026-02-11
2025-09-30	$385,307	4,341	-43.2%	Shares	Sole	2025-11-13
2025-06-30	$632,674	7,641	-0.1%	Shares	Sole	2025-07-31
2025-03-31	$639,088	7,651	+2.2%	Shares	Sole	2025-05-01
2024-12-31	$567,440	7,488	-11.2%	Shares	Sole	2025-02-05
2024-09-30	$625,812	8,433	-1.6%	Shares	Sole	2024-11-07
2024-06-30	$537,207	8,572	+4.7%	Shares	Sole	2024-08-13
2024-03-31	$526,932	8,186	-5.5%	Shares	Sole	2024-05-14
2023-12-31	$529,151	8,659	-5.6%	Shares	Sole	2024-02-13
2023-09-30	$481,686	9,168	-0.2%	Shares	Sole	2023-11-09
2023-06-30	$556,550	9,184	-0.9%	Shares	Sole	2023-08-10
2023-03-31	$523,251	9,266	-2.1%	Shares	Sole	2023-05-05
2022-12-31	$492,799	9,466	+1.9%	Shares	Sole	2023-02-13
2022-09-30	$443,454	9,287	+0.2%	Shares	Sole	2022-11-09
2022-06-30	$538,018	9,265	—	Shares	Sole	2022-08-05
No filing history on record for this holder in this stock.