Moran Wealth Management, LLC

Position in SSNC — SS&C Technologies Holdings Inc

CIK 1965334 Naples, FL

Position in SSNC

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

Position Value

$12,258,659

-$1,653,328 QoQ

Shares Held

197,561

-4.0% QoQ

Ownership

0.084%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#120

of 719 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Moran Wealth Management, LLC holds $120,163,933 across 18 Software - Application names. SSNC ranks #2 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	94,960	$35,640,387
2	SSNC	SS&C Technologies Holdings Inc This page	197,561	$12,258,659
3	ADP	Automatic Data Processing Inc	43,682	$9,782,583
4	ZM	Zoom Communications, Inc.	110,805	$9,563,579
5	ADSK	Autodesk, Inc.	47,309	$9,197,815
6	NOW	ServiceNow, Inc.	68,322	$6,783,008
7	DDOG	Datadog, Inc.	25,802	$6,717,807
8	UBER	Uber Technologies, Inc	90,293	$6,515,541

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,258,659	197,561	-4.0%	Shares	Sole	2026-08-05
2026-03-31	$13,911,987	205,890	-6.1%	Shares	Sole	2026-04-27
2025-12-31	$19,174,177	219,334	-4.8%	Shares	Sole	2026-01-26
2025-09-30	$20,452,434	230,424	-4.2%	Shares	Sole	2025-10-23
2025-06-30	$19,909,756	240,456	-0.5%	Shares	Sole	2025-07-28
2025-03-31	$20,190,704	241,718	-2.8%	Shares	Sole	2025-04-23
2024-12-31	$18,849,289	248,737	-0.6%	Shares	Sole	2025-02-07
2024-09-30	$18,563,186	250,144	+42.7%	Shares	Sole	2024-11-08
2024-06-30	$10,982,416	175,242	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.