Envestnet Portfolio Solutions, Inc.

Position in SSNC — SS&C Technologies Holdings Inc

CIK 1998033 BERWYN, PA

Position in SSNC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$544,364

-$41,467 QoQ

Shares Held

8,773

+1.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#426

of 719 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $58,119,004 across 34 Software - Application names. SSNC ranks #21 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	115,565	$8,339,170
2	CRM	Salesforce, Inc.	43,398	$6,798,730
3	PAYX	Paychex Inc	58,503	$5,752,599
4	NOW	ServiceNow, Inc.	52,800	$5,241,984
5	CDNS	Cadence Design Systems Inc	11,780	$4,421,269
6	ADP	Automatic Data Processing Inc	16,813	$3,765,271
7	SHOP	Shopify Inc.	29,858	$3,409,186
8	FICO	Fair Isaac Corp	1,592	$1,902,089

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$544,364	8,773	+1.2%	Shares	Sole	2026-07-20
2026-03-31	$585,831	8,670	-10.6%	Shares	Sole	2026-04-29
2025-12-31	$847,449	9,694	-2.2%	Shares	Sole	2026-02-06
2025-09-30	$879,611	9,910	-16.4%	Shares	Sole	2025-10-30
2025-06-30	$981,262	11,851	-1.4%	Shares	Sole	2025-07-25
2025-03-31	$1,003,780	12,017	+37.7%	Shares	Sole	2025-04-21
2024-12-31	$661,104	8,724	+81.8%	Shares	Sole	2025-02-10
2024-09-30	$356,133	4,799	-24.9%	Shares	Sole	2024-10-31
2024-06-30	$400,649	6,393	-33.2%	Shares	Sole	2024-07-16
2024-03-31	$616,342	9,575	-1.4%	Shares	Sole	2024-05-06
2023-12-31	$593,561	9,713	+5.8%	Shares	Sole	2024-02-07
2023-09-30	$482,422	9,182	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.