Position in SSNC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$498,944
-$87,360 QoQ
Shares Held
8,041
-7.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#437
of 719 holders
Holding Since
Dec 2021
19 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, 2026Clearstead Advisors, LLC holds $79,836,292 across 110 Software - Application names. SSNC ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
102,787 | $16,102,611 | |
| 2 | UBER |
Uber Technologies, Inc
|
210,974 | $15,223,883 | |
| 3 | ZM |
Zoom Communications, Inc.
|
159,482 | $13,764,891 | |
| 4 | SNOW |
Snowflake Inc.
|
44,017 | $11,202,326 | |
| 5 | ADP |
Automatic Data Processing Inc
|
39,318 | $8,805,266 | |
| 6 | ADBE |
Adobe Inc.
|
10,110 | $2,072,752 | |
| 7 | INTU |
Intuit Inc.
|
7,342 | $1,916,262 | |
| 8 | SHOP |
Shopify Inc.
|
14,717 | $1,680,387 |
All Filings in SSNC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,944 | 8,041 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $586,304 | 8,677 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $705,217 | 8,067 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $824,225 | 9,286 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $877,762 | 10,601 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $803,892 | 9,624 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $928,835 | 12,257 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $815,938 | 10,995 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $687,113 | 10,964 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $646,146 | 10,038 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $662,187 | 10,836 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $572,055 | 10,888 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $666,963 | 11,006 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $88,375 | 1,565 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $81,473 | 1,565 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $74,728 | 1,565 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $90,879 | 1,565 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $117,406 | 1,565 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $128,298 | 1,565 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||