ELEVATION WEALTH PARTNERS, LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 1976256
WALNUT CREEK, CA
Position in SSNC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$23,889
+$18,281 QoQ
Shares Held
385
+363.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#598
of 719 holders
Holding Since
Jun 2024
3 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $1,759,682 across 35 Software - Application names. SSNC ranks #17 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
449 | $536,456 | |
| 2 | NOW |
ServiceNow, Inc.
|
3,424 | $339,934 | |
| 3 | U |
Unity Software Inc.
|
2,286 | $65,333 | |
| 4 | TTAN |
ServiceTitan, Inc.
|
863 | $61,022 | |
| 5 | ADP |
Automatic Data Processing Inc
|
255 | $57,107 | |
| 6 | GWRE |
Guidewire Software, Inc.
|
458 | $56,356 | |
| 7 | CRM |
Salesforce, Inc.
|
327 | $51,227 | |
| 8 | WDAY |
Workday, Inc.
|
395 | $48,355 |
All Filings in SSNC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,889 | 385 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $5,608 | 83 | Shares | Sole | 2026-04-14 | |
| 2024-06-30 | $3,008 | 48 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||