Basecamp Wealth Advisors LLC
Position in SSNC — SS&C Technologies Holdings Inc
CIK 2115254
BELLEVUE, WA
Position in SSNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,863
+$10,147 QoQ
Shares Held
304
+135.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#606
of 719 holders
Holding Since
Dec 2025
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, 2026Basecamp Wealth Advisors LLC holds $5,013,644 across 60 Software - Application names. SSNC ranks #23 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
10,791 | $778,678 | |
| 2 | SHOP |
Shopify Inc.
|
6,327 | $722,416 | |
| 3 | SAP |
Sap SE
|
4,282 | $659,899 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,850 | $638,257 | |
| 5 | ADSK |
Autodesk, Inc.
|
1,510 | $293,574 | |
| 6 | CRM |
Salesforce, Inc.
|
1,763 | $276,191 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,461 | $244,328 | |
| 8 | INTU |
Intuit Inc.
|
766 | $199,926 |
All Filings in SSNC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,863 | 304 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,716 | 129 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $19,144 | 219 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||