Position in SSNC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,767
+$983 QoQ
Shares Held
238
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#614
of 719 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SSNC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HARBOUR INVESTMENTS, INC. holds $14,652,199 across 79 Software - Application names. SSNC ranks #37 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
29,558 | $2,132,905 | |
| 2 | ADBE |
Adobe Inc.
|
8,043 | $1,648,975 | |
| 3 | CRM |
Salesforce, Inc.
|
8,526 | $1,335,683 | |
| 4 | SHOP |
Shopify Inc.
|
10,780 | $1,230,860 | |
| 5 | INTU |
Intuit Inc.
|
4,165 | $1,087,065 | |
| 6 | ADP |
Automatic Data Processing Inc
|
4,582 | $1,026,138 | |
| 7 | SNOW |
Snowflake Inc.
|
3,951 | $1,005,529 | |
| 8 | PAYX |
Paychex Inc
|
9,113 | $896,081 |
All Filings in SSNC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,767 | 238 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,784 | 204 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,309 | 198 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $17,485 | 197 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,910 | 168 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $13,531 | 162 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $12,276 | 162 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,022 | 162 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,193 | 35 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $321 | 5 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $305 | 5 | Shares | Sole | 2024-02-16 | |
| 2023-06-30 | $25,755 | 425 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $29,364 | 520 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,830 | 112 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $4,536 | 95 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,516 | 95 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $10,657 | 130 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $9,785 | 141 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,420 | 214 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $14,952 | 214 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||