Follow-The-Filings

Security

SS&C Technologies Hldgs Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

18 owners 3 new 2 exits max 2.4% (Lyrical Asset Management ...)

owners 18
max % 2.4%
tracked value $3.7B
qoq N 3 A 6 R 6 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Lyrical Asset Management - Lyrical Asset Management LP 2026 Q1 2.4% Reduce -0.50 pp 2,317,171 $157M hist
Richard Pzena - Pzena Investment Management LLC 2026 Q1 2.1% Reduce -0.57 pp 9,699,260 $655M hist
William Von Mueffling - Cantillon Capital Management LLC 2026 Q2 stale 1.6% Reduce -0.07 pp 172,816 $11M hist
Robert Olstein - Olstein Capital Management, L.P. 2026 Q1 1.6% Exit -1.55 pp 105,000 $7M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.1% Reduce -0.02 pp 572,451 $39M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add -0.05 pp 506,115 $34M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add -0.01 pp 2,839,043 $191M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Add +0.05 pp 5,575,290 $377M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% New 0.0% 941,634 $64M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 20,532,012 $1.8B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.03 pp 2,777,920 $243M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.02 pp 1,015,822 $69M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.01 pp 238,809 $16M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce -0.05 pp 234,366 $16M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 233,014 $16M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 41,832 $4M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 34,704 $2M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 139,701 $9M hist
Senator Investment Group LP exited 2026 Q1 last 2025 Q4 3.6% Exit -3.63 pp 1,035,193 $90M hist
Ancora Advisors LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 79 $7 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $5.5B $5.88B $6.27B
Gross profit $2.65B $2.86B $3.02B
Gross margin * 48.2% 48.7% 48.2%
Net income $607.1M $760.5M $796.9M
Net margin * 11.0% 12.9% 12.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $4.05B $4.86B $5.49B
Total non-current assets * $14.05B $14.18B $15.22B
Total assets $18.1B $19.04B $20.71B
Total current liabilities $3.77B $4.35B $5.11B
Total non-current liabilities * $7.93B $8.08B $8.66B
Total equity $6.34B $6.53B $6.89B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.22B $1.39B $1.74B
Cash from investing -$268.4M -$855.7M -$1.31B
Cash from financing $712.8M -$152.3M -$243.5M
Net change in cash $1.66B $371.9M $203.3M

ownership over time

filing count by report period · click a bar for that quarter’s holders