SGL Investment Advisors, Inc.
Position in SSNC — SS&C Technologies Holdings Inc
CIK 2043186
MISSOULA, MT
Position in SSNC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$227,723
-$38,908 QoQ
Shares Held
3,670
-7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#526
of 719 holders
Holding Since
Sep 2024
8 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, 2026SGL Investment Advisors, Inc. holds $2,062,184 across 6 Software - Application names. SSNC ranks #6 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,498 | $559,427 | |
| 2 | UBER |
Uber Technologies, Inc
|
5,528 | $398,900 | |
| 3 | NOW |
ServiceNow, Inc.
|
3,098 | $307,569 | |
| 4 | CRM |
Salesforce, Inc.
|
1,878 | $294,207 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
731 | $274,358 | |
| 6 | SSNC |
SS&C Technologies Holdings Inc
This page
|
3,670 | $227,723 |
All Filings in SSNC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,723 | 3,670 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $266,631 | 3,946 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,215,742 | 48,224 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,206,868 | 47,396 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,729,394 | 45,041 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,798,526 | 45,475 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,466,170 | 58,936 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,356,572 | 58,706 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||