Concurrent Investment Advisors, LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 2001015
Tampa, FL
Position in SSNC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$758,188
+$485,963 QoQ
Shares Held
12,219
+292.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#376
of 719 holders
Holding Since
Sep 2024
5 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, 2026Concurrent Investment Advisors, LLC holds $108,241,737 across 29 Software - Application names. SSNC ranks #17 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
146,754 | $22,990,481 | |
| 2 | UBER |
Uber Technologies, Inc
|
270,930 | $19,550,308 | |
| 3 | NOW |
ServiceNow, Inc.
|
124,336 | $12,344,077 | |
| 4 | ADP |
Automatic Data Processing Inc
|
38,791 | $8,687,244 | |
| 5 | DDOG |
Datadog, Inc.
|
32,533 | $8,470,291 | |
| 6 | SHOP |
Shopify Inc.
|
43,078 | $4,918,645 | |
| 7 | SNOW |
Snowflake Inc.
|
17,219 | $4,382,235 | |
| 8 | INTU |
Intuit Inc.
|
16,232 | $4,236,552 |
All Filings in SSNC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $758,188 | 12,219 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $272,225 | 3,114 | Shares | Defined | 2026-01-29 | |
| 2025-03-31 | $243,489 | 2,915 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $244,011 | 3,220 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $220,774 | 2,975 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||