VALLEY WEALTH MANAGERS, INC.
Position in SSNC — SS&C Technologies Holdings Inc
CIK 924166
PARAMUS, NJ
Position in SSNC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$15,761,381
-$272,438 QoQ
Shares Held
254,011
+7.0% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#106
of 719 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SSNC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $41,857,271 across 6 Software - Application names. SSNC ranks #2 (37.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
128,065 | $20,062,661 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
This page
|
254,011 | $15,761,381 | |
| 3 | ADP |
Automatic Data Processing Inc
|
24,486 | $5,483,639 | |
| 4 | NOW |
ServiceNow, Inc.
|
4,019 | $399,006 | |
| 5 | UBER |
Uber Technologies, Inc
|
2,000 | $144,320 | |
| 6 | INTU |
Intuit Inc.
|
24 | $6,264 |
All Filings in SSNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,761,381 | 254,011 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $16,033,819 | 237,292 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,167,966 | 230,702 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $20,044,048 | 225,823 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $18,810,254 | 227,177 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $19,252,160 | 230,482 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $18,214,935 | 240,366 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $18,282,375 | 246,360 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $15,878,697 | 253,370 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $15,660,963 | 243,296 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $14,947,016 | 244,592 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $12,067,124 | 229,675 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $14,153,433 | 233,555 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $13,358,825 | 236,565 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $11,757,073 | 225,837 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $12,030,850 | 251,955 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $13,638,842 | 234,869 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $16,486,169 | 219,757 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $18,216,365 | 222,205 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $15,588,003 | 224,611 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $16,205,861 | 224,894 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $15,860,280 | 226,997 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $16,073,748 | 220,945 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $13,847,520 | 228,809 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $13,024,400 | 230,602 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $10,033,552 | 228,972 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||