Position in SSNC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,068,987
-$2,235,327 QoQ
Shares Held
81,692
-24.4% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#195
of 719 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in SSNC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,863,885,079 across 72 Software - Application names. SSNC ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,949,694 | $436,633,968 | |
| 2 | UBER |
Uber Technologies, Inc
|
3,543,481 | $255,697,585 | |
| 3 | NOW |
ServiceNow, Inc.
|
2,130,971 | $211,562,798 | |
| 4 | PAYX |
Paychex Inc
|
2,045,500 | $201,134,011 | |
| 5 | ADBE |
Adobe Inc.
|
936,022 | $191,903,228 | |
| 6 | CRM |
Salesforce, Inc.
|
964,601 | $151,114,391 | |
| 7 | INTU |
Intuit Inc.
|
189,077 | $49,349,097 | |
| 8 | SHOP |
Shopify Inc.
|
336,981 | $38,476,488 |
All Filings in SSNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,068,987 | 81,692 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $7,304,314 | 108,100 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $12,967,619 | 148,337 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $12,987,539 | 146,322 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $13,304,468 | 160,682 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,086,205 | 192,580 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $13,454,054 | 177,541 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $13,093,832 | 176,443 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,797,350 | 172,289 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $11,168,580 | 173,506 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $10,720,831 | 175,435 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $8,853,147 | 168,503 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,433,925 | 172,177 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,689,656 | 189,298 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,309,816 | 159,620 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,631,786 | 159,828 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,574,417 | 130,436 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $11,836,129 | 157,773 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $10,631,737 | 129,687 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,927,553 | 186,276 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $13,705,091 | 190,190 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $8,518,269 | 121,916 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $8,526,516 | 117,203 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $12,287,979 | 203,040 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $10,196,502 | 180,533 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $8,521,411 | 194,464 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||