SSNC

SS&C Technologies Holdings, Inc. SSNC

Individual Beneficiary

Name of reporting person Citizenship or organization Sole voting power Shared voting power Sole dispositive power Shared dispositive power Amount beneficially owned Percent of class Accepted date
JANUS HENDERSON GROUP PLC JERSEY 8425246 8425246 8425246 0 8425246 3.5 % 15/05/2026
BlackRock Portfolio Management LLC DELAWARE 0 0 0 0 8813929 3.7 % 30/04/2026
The Vanguard Group PENNSYLVANIA 0 0 0 0 0 0 % 27/03/2026
JANUS HENDERSON GROUP PLC JERSEY 14017309 14017309 14017309 0 14017309 5.7 % 17/02/2026
William C. Stone UNITED STATES 0 0 0 0 35202277 14.3 % 09/02/2026
JANUS HENDERSON GROUP PLC JERSEY 16536690 16536690 16536690 0 16536690 6.8 % 14/11/2025
JANUS HENDERSON GROUP PLC JERSEY 16495178 16495178 16495178 0 16495178 6.7 % 14/08/2025
JANUS HENDERSON GROUP PLC JERSEY 16369441 16369441 16369441 0 23739428 6.6 % 14/05/2025
BlackRock Portfolio Management LLC DELAWARE 0 0 0 0 17086372 6.9 % 15/04/2025
JANUS HENDERSON GROUP PLC JERSEY 16598958 16598958 16598958 0 16598958 6.7 % 14/02/2025
William C. Stone UNITED STATES 0 0 0 0 34762090 13.9 % 10/02/2025
BlackRock, Inc. DELAWARE 0 0 0 0 11512511 4.6 % 07/02/2025
BlackRock, Inc. DELAWARE 0 0 0 0 29642600 12 % 03/02/2025
PZENA INVESTMENT MANAGEMENT LLC NEW YORK 0 0 0 0 11667485 4.7 % 30/01/2025
PZENA INVESTMENT MANAGEMENT, LLC DELAWARE 12247160 0 14619455 0 14619455 5.9 % 09/02/2024
PZENA INVESTMENT MANAGEMENT, LLC DELAWARE 11036570 0 12635958 0 12635958 5.01 % 27/01/2023
Select Equity Group, L.P. Delaware 0 15734073 0 0 15734073 6.2 % 11/02/2022
George S. Loening Delaware 0 15734073 0 0 15734073 6.2 % 11/02/2022
EIN #00-0000000 Jersey, Channel Islands 0 16641835 0 16641835 16641835 6.5 % 10/02/2022
The Vanguard Group - 23-1945930 Pennsylvania For 0 189883 19298424 463933 19762357 7.77 % 10/02/2022
William C. Stone 34476620 0 34476620 0 34476620 13.3 % 07/02/2022
(1) BlackRock, Inc. Delaware 18718801 0 20267454 0 20267454 8 % 04/02/2022
EIN #00-0000000 Jersey, Channel Islands 0 18365283 0 18365283 18365283 7.2 % 11/02/2021
The Vanguard Group - 23-1945930 Pennsylvania For 0 219933 19417327 527419 19944746 7.79 % 10/02/2021
Wellington Group Holdings LLP Massachusetts 0 7356149 0 0 8446345 3.3 % 04/02/2021
Wellington Management Group LLP Massachusetts 0 7356149 0 0 8446345 3.3 % 04/02/2021
Wellington Investment Advisors Holdings LLP Massachusetts 0 7356149 0 0 8446345 3.3 % 04/02/2021
10 United States of America 34426766 0 34426766 0 34426766 13.2 % 27/01/2021
52-0556948 Maryland 2386107 0 7932530 0 7932530 3.1 % 14/02/2020
William C. Stone United States of America 34185516 0 34185516 0 34185516 13.3 % 12/02/2020
The Vanguard Group - 23-1945930 Pennsylvania 177889 62233 20070146 221527 20291673 8.02 % 12/02/2020
Wellington Management Group LLP Massachusetts 0 13319328 0 15357578 15357578 6.08 % 28/01/2020
Select Equity Group, L.P. Delaware 0 4235863 0 0 4235863 1.8 % 14/02/2019
George S. Loening Delaware 0 4235863 0 0 4235863 1.8 % 14/02/2019
52-0556948 Maryland 5017719 0 20403040 0 20403040 8.1 % 14/02/2019
Wellington Management Company LLP Delaware 0 13679736 0 0 20534218 8.19 % 12/02/2019
Wellington Management Group LLP Massachusetts 0 15983312 0 0 25003855 9.97 % 12/02/2019
Wellington Group Holdings LLP Delaware 0 15983312 0 0 25003855 9.97 % 12/02/2019
Wellington Investment Advisors Holdings LLP Delaware 0 15983312 0 0 25003855 9.97 % 12/02/2019
52-0556948 Maryland 4641142 0 18310791 0 18310791 8.8 % 12/03/2018
52-0556948 Maryland 6727683 0 29393927 0 29393927 14.2 % 14/02/2018
George S. Loening Delaware 0 11559545 0 0 11559545 5.6 % 14/02/2018
Select Equity Group, L.P. Delaware 0 11559545 0 0 11559545 5.6 % 14/02/2018
B. Riley Financial, Inc. Pennsylvania 130458 30318 14223346 157776 1757961 16 % 12/02/2018
Wellington Group Holdings LLP Massachusetts 0 1759670 0 0 3161142 1.54 % 08/02/2018
Wellington Management Group LLP Massachusetts 0 1759670 0 0 3161142 1.54 % 08/02/2018
Wellington Investment Advisors Holdings LLP Massachusetts 0 1759670 0 0 3161142 1.54 % 08/02/2018
10 United States of America 33992454 0 33992454 0 33992454 16.3 % 07/02/2018
Samsara BioCapital, L.P. Delaware 0 0 0 0 6677700 8.2 % 12/06/2017
10 United States America 33610370 0 33610370 0 33610370 16.55 % 10/02/2017
Highland Capital Management, L.P. Pennsylvania 98988 19678 12742125 109202 1646951 7.74 % 09/02/2017
Wellington Management Group LLP Delaware 0 8933620 0 0 11206101 5.53 % 09/02/2017
Wellington Management Company LLP Delaware 0 8313568 0 0 10372591 5.11 % 09/02/2017
Wellington Group Holdings LLP Delaware 0 8933620 0 0 11206101 5.53 % 09/02/2017
Wellington Investment Advisors Holdings LLP Delaware 0 8933620 0 0 11206101 5.53 % 09/02/2017
52-0556948 Maryland 5942568 0 27143054 0 27143054 13.3 % 07/02/2017
MSD Torchlight Partners (MM), L.P. Delaware 0 244768 0 244768 244768 0.3 % 16/02/2016
MSD Partners, L.P. Delaware 0 3754280 0 3754280 3754280 3.9 % 16/02/2016
MSD Torchlight Partners, L.P. Delaware 0 3509512 0 3509512 3509512 3.6 % 16/02/2016
BAMCO INC /NY/710987913 New York 0 4080419 0 4465419 4465419 4.59 % 16/02/2016
Abigail P. Johnson United States of America 0 0 6491145 0 6491145 6.674 % 12/02/2016
FMR LLC Delaware 347312 0 6491145 0 6491145 6.674 % 12/02/2016
H&F Investors IV, LLC MARYLAND 0 0 0 0 23548466 17.1 % 11/02/2016
Marco Alliance Limited Pennsylvania 59426 4500 5456892 58926 3171511 17.75 % 10/02/2016
William C. Stone United States of America 14351043 0 14351043 0 14351043 14.7 % 27/01/2016
FMR LLC Delaware 338796 0 6755912 0 6755912 6.946 % 10/12/2015
Edward C. Johnson 3d Delaware 0 0 6755912 0 6755912 6.946 % 10/12/2015
Abigail P. Johnson Delaware 0 0 6755912 0 6755912 6.946 % 10/12/2015
MSDC Management, L.P. Delaware 0 4574036 0 4574036 4574036 5.5 % 17/02/2015
MSD Torchlight Partners, L.P. Delaware 0 4289078 0 4289078 4289078 5.1 % 17/02/2015
MSD Torchlight Partners (MM), L.P. Delaware 0 284958 0 284958 284958 0.3 % 17/02/2015
Ronald Baron710987913 New York 0 4050632 0 4435632 4435632 5.3 % 17/02/2015
BAMCO INC /NY/710987913 New York 0 3797928 0 4182928 4182928 5 % 17/02/2015
Baron Capital Management, Inc.710987913 New York 0 252704 0 252704 252704 0.3 % 17/02/2015
Baron Capital Group, Inc.710987913 New York 0 4050632 0 4435632 4435632 5.3 % 17/02/2015
Abigail P. Johnson United States of America 0 0 10268159 0 10268159 12.272 % 13/02/2015
FMR LLC Delaware 406541 0 10268159 0 10268159 12.272 % 13/02/2015
Edward C. Johnson 3d United States of America 0 0 10268159 0 10268159 12.272 % 13/02/2015
SS&C Technologies Holdings, Inc. United States 0 3119145 0 11 3119145 5.7 % 12/02/2015
Imprimis Investors LLC MARYLAND 0 0 0 0 1440076 11.3 % 10/02/2015
William C. Stone United States of America 14293544 0 14293544 0 14293544 17.5 % 14/02/2014
FMR LLC Delaware 432079 0 7958538 0 7958538 10.02 % 10/05/2013
Edward C. Johnson 3d United States of America 0 0 7958538 0 7958538 10.02 % 10/05/2013
MSDC Management, L.P. Delaware 0 4289078 0 0 4289078 5.4 % 25/03/2013
MSD Torchlight Partners, L.P. Delaware 0 4289078 0 0 4289078 5.4 % 25/03/2013
PERSON Janus Capital Management LLC EIN #75-3019302 Delaware 5826101 0 5826101 0 5826101 11 % 14/03/2013
Barclays Capital Inc. Connecticut, United States 3899073 0 3899073 0 3899073 5.13 % 14/02/2012
Barclays PLC England 3899075 0 3899075 0 3899075 5.13 % 14/02/2012
TC Group IV, L.P. CITIZEN OR PLACE OF ORGANIZATION 0 0 0 35469799 35469799 47.6 % 14/02/2011
TCG Holdings, L.L.C. CITIZEN OR PLACE OF ORGANIZATION 0 0 0 35469799 35469799 47.6 % 14/02/2011
TC Group IV Managing GP, L.L.C. CITIZEN OR PLACE OF ORGANIZATION 0 0 0 35469799 35469799 47.6 % 14/02/2011
TC Group, L.L.C. CITIZEN OR PLACE OF ORGANIZATION 0 0 0 35469799 35469799 47.6 % 14/02/2011
Carlyle Partners IV, L.P. CITIZEN OR PLACE OF ORGANIZATION 0 0 0 34092897 34092897 45.8 % 14/02/2011
William C. Stone United States of America 0 0 0 0 17522000 22.5 % 11/02/2011

Senat trading

Bureau Date de la transaction Date de réception Type Amount Commentaire

Senat Divulgation

Représentant Date de la transaction Date de divulgation Type Amount District
Ro Khanna 2025-08-18 2025-09-12 Sale $1,001 - $15,000 CA17
Ro Khanna 2024-11-26 2024-12-06 Sale $1,001 - $15,000 CA17
Ro Khanna 2024-10-09 2024-11-11 Sale $1,001 - $15,000 CA17
Ro Khanna 2024-06-10 2024-07-08 Purchase $1,001 - $15,000 CA17
Lois Frankel 2023-09-08 2023-10-10 Sale $1,001 - $15,000 FL22
Ro Khanna 2023-09-13 2023-10-06 Purchase $1,001 - $15,000 CA17
Ro Khanna 2023-09-13 2023-10-06 Purchase $1,001 - $15,000 CA17
Ro Khanna 2023-05-23 2023-06-12 Sale $50,001 - $100,000 CA17
Ro Khanna 2023-04-10 2023-05-08 Sale $15,001 - $50,000 CA17
Ro Khanna 2022-12-15 2023-01-03 Purchase $15,001 - $50,000 CA17
Ro Khanna 2022-12-30 2023-01-03 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-12-15 2023-01-03 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-12-14 2023-01-03 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-12-12 2023-01-03 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-12-27 2023-01-03 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-12-20 2023-01-03 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-12-09 2023-01-03 Purchase $1,001 - $15,000 CA17
Susie Lee 2022-11-30 2022-12-29 Sale (Full) $1,001 - $15,000 NV03
Ro Khanna 2022-11-21 2022-12-06 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-11-17 2022-12-06 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-11-07 2022-12-06 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-11-15 2022-12-06 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-11-28 2022-12-06 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-11-10 2022-12-06 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-11-17 2022-12-06 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-11-03 2022-12-06 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-10-28 2022-11-10 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-10-20 2022-11-10 Sale $1,001 - $15,000 CA17
Ro Khanna 2022-10-20 2022-11-10 Sale $1,001 - $15,000 CA17
Ro Khanna 2022-10-28 2022-11-10 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-10-21 2022-11-10 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-10-17 2022-11-10 Purchase $15,001 - $50,000 CA17
Ro Khanna 2022-10-19 2022-11-10 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-10-18 2022-11-10 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-08-01 2022-09-08 Sale $1,001 - $15,000 CA17
Ro Khanna 2022-07-29 2022-08-09 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-07-29 2022-08-09 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-06-16 2022-07-07 Purchase $15,001 - $50,000 CA17
Ro Khanna 2022-06-08 2022-07-07 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-05-10 2022-06-10 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-04-22 2022-05-06 Purchase $15,001 - $50,000 CA17
Ro Khanna 2022-02-11 2022-03-08 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-02-11 2022-03-08 Purchase $1,001 - $15,000 CA17
Lois Frankel 2022-02-07 2022-02-27 Sale (Partial) $1,001 - $15,000 FL21
Josh Gottheimer 2021-11-05 2021-12-13 Sale (Full) $1,001 - $15,000 NJ05
Josh Gottheimer 2021-09-21 2021-10-13 Sale (Partial) $1,001 - $15,000 NJ05
Josh Gottheimer 2021-03-22 2021-04-21 Purchase $1,001 - $15,000 NJ05
Susie Lee 2020-05-19 2020-06-15 Sale (Partial) $1,001 - $15,000 NV03
Gilbert Cisneros 2020-04-03 2020-05-13 Purchase $1,001 - $15,000 CA31
Gilbert Cisneros 2020-03-26 2020-04-16 Purchase $1,001 - $15,000 CA31
Gilbert Cisneros 2020-03-18 2020-04-16 Purchase $1,001 - $15,000 CA31
Gilbert Cisneros 2020-04-02 2020-04-16 Purchase $1,001 - $15,000 CA31
John B. Larson 2019-12-18 2020-01-31 Sale (Full) $1,001 - $15,000 CT01
Lois Frankel 2020-01-16 2020-01-23 Purchase $1,001 - $15,000 FL21
Josh Gottheimer 2019-12-16 2020-01-06 Purchase $1,001 - $15,000 NJ05