Position in SSNC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,846,720
-$1,140,796 QoQ
Shares Held
110,342
-6.7% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#169
of 719 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SSNC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BURNEY CO/ holds $38,584,731 across 15 Software - Application names. SSNC ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
19,160 | $7,191,130 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
This page
|
110,342 | $6,846,720 | |
| 3 | ADSK |
Autodesk, Inc.
|
29,930 | $5,818,990 | |
| 4 | ZM |
Zoom Communications, Inc.
|
53,726 | $4,637,091 | |
| 5 | FICO |
Fair Isaac Corp
|
3,740 | $4,468,477 | |
| 6 | IDCC |
InterDigital, Inc.
|
9,410 | $2,664,253 | |
| 7 | UBER |
Uber Technologies, Inc
|
23,136 | $1,669,493 | |
| 8 | ADP |
Automatic Data Processing Inc
|
6,816 | $1,526,443 |
All Filings in SSNC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,846,720 | 110,342 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,987,516 | 118,211 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $16,878,528 | 193,074 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $17,539,862 | 197,610 | Shares | Defined | 2025-10-16 | |
| 2025-06-30 | $16,439,691 | 198,547 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $16,675,594 | 199,636 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $14,933,131 | 197,059 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $13,853,893 | 186,685 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $11,645,715 | 185,826 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $11,835,905 | 183,873 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $2,845,709 | 46,567 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,340,125 | 63,573 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,947,423 | 65,139 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,774,456 | 31,423 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,107,992 | 21,283 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $573,429 | 12,009 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $671,405 | 11,562 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $871,357 | 11,615 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $968,593 | 11,815 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $824,125 | 11,875 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $872,142 | 12,103 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $822,649 | 11,774 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||