Financial Perspectives, Inc
Position in SSNC — SS&C Technologies Holdings Inc
CIK 2003287
MINNEAPOLIS, MN
Position in SSNC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$41,573
-$3,698 QoQ
Shares Held
670
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#586
of 719 holders
Holding Since
Dec 2024
7 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, 2026Financial Perspectives, Inc holds $4,722,876 across 22 Software - Application names. SSNC ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
22,676 | $2,589,145 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,188 | $735,166 | |
| 3 | SNOW |
Snowflake Inc.
|
1,281 | $326,014 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,725 | $270,538 | |
| 5 | ZM |
Zoom Communications, Inc.
|
3,018 | $260,483 | |
| 6 | MSTR |
Strategy Inc
|
1,472 | $127,960 | |
| 7 | NICE |
NICE Ltd.
|
635 | $57,689 | |
| 8 | TEAM |
Atlassian Corp
|
718 | $55,853 |
All Filings in SSNC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,573 | 670 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $45,271 | 670 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $58,571 | 670 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $59,469 | 670 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $55,476 | 670 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $55,965 | 670 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $50,772 | 670 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||