Legacy Wealth Asset Management, LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1846151
WOODBURY, MN
Position in SSNC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$518,986
+$81,538 QoQ
Shares Held
8,364
+29.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#430
of 719 holders
Holding Since
Jun 2022
17 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, 2026Legacy Wealth Asset Management, LLC holds $13,785,173 across 15 Software - Application names. SSNC ranks #12 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
14,432 | $2,224,115 | |
| 2 | ADP |
Automatic Data Processing Inc
|
7,622 | $1,706,946 | |
| 3 | NOW |
ServiceNow, Inc.
|
13,656 | $1,355,767 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
3,542 | $1,329,383 | |
| 5 | ADBE |
Adobe Inc.
|
5,850 | $1,199,367 | |
| 6 | PAYC |
Paycom Software, Inc.
|
7,277 | $914,573 | |
| 7 | ADSK |
Autodesk, Inc.
|
4,193 | $815,203 | |
| 8 | YMM |
Full Truck Alliance Co. Ltd.
|
95,825 | $778,099 |
All Filings in SSNC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518,986 | 8,364 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $437,448 | 6,474 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $710,025 | 8,122 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $697,919 | 7,863 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $633,006 | 7,645 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $638,419 | 7,643 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $909,966 | 12,008 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $926,957 | 12,491 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $812,203 | 12,960 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $790,334 | 12,278 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $749,880 | 12,271 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $636,101 | 12,107 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $736,956 | 12,161 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $664,651 | 11,770 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $498,995 | 9,585 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $325,511 | 6,817 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $359,569 | 6,192 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||