LightSquare Wealth Management, LLC

Position in SSNC — SS&C Technologies Holdings Inc

CIK 2118318 BINGHAM FARMS, MI

Position in SSNC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$228,654

New position

Shares Held

3,685

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#525

of 719 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

LightSquare Wealth Management, LLC holds $731,091 across 3 Software - Application names. SSNC ranks #2 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	3,000	$297,840
2	SSNC	SS&C Technologies Holdings Inc This page	3,685	$228,654
3	CRM	Salesforce, Inc.	1,306	$204,597

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,654	3,685	—	Shares	Sole	2026-08-04
No filing history on record for this holder in this stock.