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 EIN Jersey, Channel Islands 0 16059475 0 16059475 16059475 6.5 % 14/11/2024
The Vanguard Group Pennsylvania 0 148719 19422442 486905 19909347 8.04 % 13/02/2024
Or DELAWARE 12247160 0 14619455 0 14619455 5.9 % 09/02/2024
Or DELAWARE 12247160 0 14619455 0 14619455 5.9 % 09/02/2024
William C. Stone United States of America 34896709 0 34896709 0 34896709 13.9 % 07/02/2024
William C. Stone United States of America 34896709 0 34896709 0 34896709 13.9 % 07/02/2024
BlackRock, Inc. Delaware 24532168 0 26055494 0 26055494 10.5 % 24/01/2024
George S. Loening USA 0 84 0 84 84 0.1 % 13/02/2023
George S. Loening USA 0 84 0 84 84 0.1 % 13/02/2023
Select Equity Group, L.P. Delaware 0 84 0 84 84 0.1 % 13/02/2023
Select Equity Group, L.P. Delaware 0 84 0 84 84 0.1 % 13/02/2023
William C. Stone United States of America 34815161 0 34815161 0 34815161 13.7 % 07/02/2023
William C. Stone United States of America 34815161 0 34815161 0 34815161 13.7 % 07/02/2023
BlackRock, Inc. Delaware 24073211 0 25636953 0 25636953 10.2 % 27/01/2023
Or DELAWARE 11036570 0 12635958 0 12635958 5.01 % 27/01/2023
Or DELAWARE 11036570 0 12635958 0 12635958 5.01 % 27/01/2023
BlackRock, Inc. Delaware 24073211 0 25636952 0 25636953 10.2 % 23/01/2023
BlackRock, Inc. Delaware 23658300 0 25394671 0 25394671 10.1 % 07/12/2022
George S. Loening USA 0 15734073 0 15734073 15734073 6.2 % 11/02/2022
Select Equity Group, L.P. Delaware 0 15734073 0 15734073 15734073 6.2 % 11/02/2022
Select Equity Group, L.P. Delaware 0 15734073 0 15734073 15734073 6.2 % 11/02/2022
George S. Loening USA 0 15734073 0 15734073 15734073 6.2 % 11/02/2022
The Vanguard Group Pennsylvania For 0 189883 19298424 463933 19762357 7.77 % 10/02/2022
BlackRock, Inc. Delaware 18718801 0 20267454 0 20267454 8 % 04/02/2022
The Vanguard Group Pennsylvania For 0 219933 19417327 527419 19944746 7.79 % 10/02/2021
Wellington Investment Advisors Holdings LLP Delaware 0 7356149 0 8446345 8446345 3.3 % 04/02/2021
Wellington Management Group LLP Massachusetts 0 7356149 0 8446345 8446345 3.3 % 04/02/2021
Wellington Group Holdings LLP Delaware 0 7356149 0 8446345 8446345 3.3 % 04/02/2021
Wellington Investment Advisors Holdings LLP Delaware 0 7356149 0 8446345 8446345 3.3 % 04/02/2021
Wellington Management Group LLP Massachusetts 0 7356149 0 8446345 8446345 3.3 % 04/02/2021
Wellington Group Holdings LLP Delaware 0 7356149 0 8446345 8446345 3.3 % 04/02/2021
William C. Stone United States of America 34426766 0 34426766 0 34426766 13.2 % 27/01/2021
T. ROWE PRICE ASSOCIATES, INC. Maryland 2386107 0 7932530 0 7932530 3.1 % 14/02/2020
T. ROWE PRICE ASSOCIATES, INC. 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 Pennsylvania 177889 62233 20070146 221527 20291673 8.02 % 12/02/2020
Wellington Management Company LLP Delaware 0 12395403 0 13495229 13495229 5.34 % 28/01/2020
Wellington Management Group LLP Massachusetts 0 13319328 0 15357578 15357578 6.08 % 28/01/2020
Wellington Group Holdings LLP Delaware 0 13319328 0 15357578 15357578 6.08 % 28/01/2020
Wellington Investment Advisors Holdings LLP Delaware 0 13319328 0 15357578 15357578 6.08 % 28/01/2020
Wellington Management Company LLP Delaware 0 12395403 0 13495229 13495229 5.34 % 28/01/2020
Wellington Management Group LLP Massachusetts 0 13319328 0 15357578 15357578 6.08 % 28/01/2020
Wellington Group Holdings LLP Delaware 0 13319328 0 15357578 15357578 6.08 % 28/01/2020
Wellington Investment Advisors Holdings LLP Delaware 0 13319328 0 15357578 15357578 6.08 % 28/01/2020
Select Equity Group, L.P. Delaware 0 4235863 0 4235863 4235863 1.8 % 14/02/2019
George S. Loening USA 0 4235863 0 4235863 4235863 1.8 % 14/02/2019
Select Equity Group, L.P. Delaware 0 4235863 0 4235863 4235863 1.8 % 14/02/2019
George S. Loening USA 0 4235863 0 4235863 4235863 1.8 % 14/02/2019
T. ROWE PRICE ASSOCIATES, INC. Maryland 5017719 0 20403040 0 20403040 8.1 % 14/02/2019
The Vanguard Group Pennsylvania 159595 43949 19510405 200630 19711035 7.86 % 11/02/2019
William C. Stone United States America 34044681 0 34044681 0 34044681 13.5 % 08/02/2019
T. ROWE PRICE ASSOCIATES, INC. Maryland 4641142 0 18310791 0 18310791 8.8 % 12/03/2018
T. ROWE PRICE NEW HORIZONS FUND, INC. Maryland 5269720 0 0 0 5269720 2.5 % 12/03/2018
T. ROWE PRICE ASSOCIATES, INC. Maryland 4641142 0 18310791 0 18310791 8.8 % 12/03/2018
T. ROWE PRICE NEW HORIZONS FUND, INC. Maryland 5269720 0 0 0 5269720 2.5 % 12/03/2018
George S. Loening USA 0 11559545 0 11559545 11559545 5.6 % 14/02/2018
Select Equity Group, L.P. Delaware 0 11559545 0 11559545 11559545 5.6 % 14/02/2018
The Vanguard Group Pennsylvania 130458 30318 14223346 157776 14381122 6.98 % 12/02/2018
Janus Henderson Group plc EIN #000000000 Jersey Channel Islands 0 19484687 0 19484687 19484687 9.5 % 09/02/2018
Wellington Group Holdings LLP Delaware 0 1759670 0 3161142 3161142 1.54 % 08/02/2018
Wellington Investment Advisors Holdings LLP Delaware 0 1759670 0 3161142 3161142 1.54 % 08/02/2018
Wellington Management Group LLP Massachusetts 0 1759670 0 3161142 3161142 1.54 % 08/02/2018
William C. Stone United States of America 33992454 0 33992454 0 33992454 16.3 % 07/02/2018
Janus Capital Management LLC EIN Delaware 0 0 0 0 0 0 % 12/06/2017
Janus Capital Management LLC EIN Delaware 0 0 0 0 0 0 % 12/06/2017
Janus Henderson Group plc EIN Jersey, Channel Islands 0 20500216 0 20500216 20500216 10 % 12/06/2017
William C. Stone United States America 33610370 0 33610370 0 33610370 16.55 % 10/02/2017
The Vanguard Group Pennsylvania 98988 19678 12742125 109202 12851327 6.33 % 09/02/2017
Wellington Management Company LLP Delaware 0 8313568 0 10372591 10372591 5.11 % 09/02/2017
Wellington Investment Advisors Holdings LLP Delaware 0 8933620 0 11206101 11206101 5.53 % 09/02/2017
Wellington Group Holdings LLP Delaware 0 8933620 0 11206101 11206101 5.53 % 09/02/2017
Wellington Management Group LLP Massachusetts 0 8933620 0 11206101 11206101 5.53 % 09/02/2017
T. ROWE PRICE NEW HORIZONS FUND, INC. Maryland 10783620 0 0 0 10783620 5.3 % 07/02/2017
T. ROWE PRICE ASSOCIATES, INC. Maryland 5942568 0 27143054 0 27143054 13.3 % 07/02/2017
Janus Capital Management LLC EIN Delaware 21401257 4700 21401257 4700 21405957 10.6 % 09/01/2017
MSD Torchlight Partners, L.P. Delaware 0 3509512 0 3509512 3509512 3.61 % 16/02/2016
MSD Torchlight Partners , L.P. Cayman Islands 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 3.61 % 16/02/2016
MSD Torchlight Partners Cayman Islands 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
Janus Capital Management LLC EIN #753019302 Delaware 5683586 143600 5683586 143600 5827186 6 % 16/02/2016
Baron Capital Group, Inc.710987913 New York 0 4471756 0 4856756 4856756 4.99 % 16/02/2016
BAMCO INC /NY/710987913 New York 0 4080419 0 4465419 4465419 4.59 % 16/02/2016
Baron Capital Management, Inc.710987913 New York 0 391337 0 391337 391337 0.4 % 16/02/2016
Ronald Baron710987913 New York 0 4471756 0 4856756 4856756 4.99 % 16/02/2016
T. ROWE PRICE NEW HORIZONS FUND, INC. Maryland 0 0 0 0 5335060 5.6 % 11/02/2016
T. ROWE PRICE ASSOCIATES, INC. MARYLAND 0 0 0 0 15601524 16.5 % 11/02/2016
The Vanguard Group Pennsylvania 59426 4500 5456892 58926 5515818 5.67 % 10/02/2016
William C. Stone United States of America 14351043 0 14351043 0 14351043 14.7 % 27/01/2016
Abigail P. Johnson United States of America 0 0 6755912 0 6755912 6.946 % 10/12/2015
Abigail P. Johnson United States of America 0 0 6755912 0 6755912 6.946 % 10/12/2015
Edward C. Johnson 3d United States of America 0 0 6755912 0 6755912 6.946 % 10/12/2015
FMR LLC Delaware 338796 0 6755912 0 6755912 6.946 % 10/12/2015
Edward C. Johnson 3d United States of America 0 0 6755912 0 6755912 6.946 % 10/12/2015
FMR LLC Delaware 338796 0 6755912 0 6755912 6.946 % 10/12/2015
T. ROWE PRICE ASSOCIATES, INC. MARYLAND 0 0 0 0 9930748 12.1 % 11/05/2015
T. ROWE PRICE ASSOCIATES, INC. MARYLAND 0 0 0 0 9930748 12.1 % 11/05/2015
Janus Capital Management LLC EIN #753019302 Delaware 6869497 0 6869497 0 6869497 8.2 % 17/02/2015
MSDC Management, L.P. Delaware 0 4574036 0 4574036 4574036 5.5 % 17/02/2015
MSD Torchlight Partners Cayman Islands 0 284958 0 284958 284958 0 % 17/02/2015
MSD Torchlight Partners Cayman Islands 0 284958 0 284958 284958 0 % 17/02/2015
MSD Torchlight Partners, L.P. Delaware 0 4289078 0 4289078 4289078 5.1 % 17/02/2015
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
Baron Capital Group, Inc.710987913 New York 0 4050632 0 4435632 4435632 5.3 % 17/02/2015
Baron Capital Management, Inc.710987913 New York 0 252704 0 252704 252704 0.3 % 17/02/2015
BAMCO INC /NY/710987913 New York 0 3797928 0 4182928 4182928 5 % 17/02/2015
Ronald Baron710987913 New York 0 4050632 0 4435632 4435632 5.3 % 17/02/2015
The Vanguard Group Pennsylvania 91342 4251649 84942 4336591 5.18 % 11/02/2015
T. ROWE PRICE ASSOCIATES, INC. MARYLAND 0 0 0 0 7855718 9.3 % 10/02/2015
William C. Stone United States of America 14293544 0 14293544 0 14293544 17.5 % 14/02/2014
Carlyle Group Management L.L.C. 0 0 0 0 0 0 % 14/02/2014
Carlyle Partners IV, L.P. 0 0 0 0 0 0 % 14/02/2014
TC Group IV, L.P. 0 0 0 0 0 0 % 14/02/2014
TC Group IV, L.L.C. 0 0 0 0 0 0 % 14/02/2014
TC Group Cayman Investment Holdings Sub L.P. 0 0 0 0 0 0 % 14/02/2014
TC Group Cayman Investment Holdings, L.P. 0 0 0 0 0 0 % 14/02/2014
Carlyle Holdings II L.P. 0 0 0 0 0 0 % 14/02/2014
Carlyle Holdings II GP L.L.C. 0 0 0 0 0 0 % 14/02/2014
CP IV Coinvestment, L.P. 0 0 0 0 0 0 % 14/02/2014
The Carlyle Group L.P. 0 0 0 0 0 0 % 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
Edward C. Johnson 3d United States of America 0 0 7958538 0 7958538 10.02 % 10/05/2013
FMR LLC Delaware 432079 0 7958538 0 7958538 10.02 % 10/05/2013
MSDC Management, L.P. Delaware 0 4289078 0 4289078 4289078 5.4 % 25/03/2013
MSDC Management, L.P. Delaware 0 4289078 0 4289078 4289078 5.4 % 25/03/2013
MSD Torchlight Partners, L.P. Delaware 0 4289078 0 4289078 4289078 5.4 % 25/03/2013
MSD Torchlight Partners, L.P. Delaware 0 4289078 0 4289078 4289078 5.4 % 25/03/2013
Janus Capital Management LLC EIN Delaware 5826101 0 5826101 0 5826101 7.4 % 14/03/2013
Janus Capital Management LLC EIN Delaware 5826101 0 5826101 0 5826101 7.4 % 14/03/2013
Janus Capital Management LLC EIN Delaware 0 0 0 0 0 0 % 14/03/2013
TCG Holdings, L.L.C. 0 0 0 0 0 0 % 14/02/2013
The Carlyle Group L.P. 0 21469799 0 21469799 21469799 27.2 % 14/02/2013
TC Group IV, L.L.C. 0 21469799 0 21469799 21469799 27.2 % 14/02/2013
TC Group IV Managing GP, L.L.C. 0 0 0 0 0 0 % 14/02/2013
Carlyle Holdings II L.P. 0 21469799 0 21469799 21469799 27.2 % 14/02/2013
TC Group IV, L.P. 0 21469799 0 21469799 21469799 27.2 % 14/02/2013
TC Group Cayman Investment Holdings Sub L.P. 0 21469799 0 21469799 21469799 27.2 % 14/02/2013
TC Group, L.L.C. 0 0 0 0 0 0 % 14/02/2013
CP IV Coinvestment, L.P. 0 833436 0 833436 833436 1.1 % 14/02/2013
Carlyle Partners IV, L.P. 0 20636363 0 20636363 20636363 26.2 % 14/02/2013
Carlyle Holdings II GP L.L.C. 0 21469799 0 21469799 21469799 27.2 % 14/02/2013
TC Group Cayman Investment Holdings, L.P. 0 21469799 0 21469799 21469799 27.2 % 14/02/2013
Carlyle Group Management L.L.C. 0 21469799 0 21469799 21469799 27.2 % 14/02/2013
William C. Stone United States of America 17522000 0 17522000 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 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 $1,001 - $15,000 CA17
Ro Khanna 2022-12-30 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 2022-12-14 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
Ro Khanna 2022-12-27 2023-01-03 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-12-15 2023-01-03 Purchase $15,001 - $50,000 CA17
Susie Lee 2022-11-30 2022-12-29 Sale (Full) $1,001 - $15,000 NV03
Ro Khanna 2022-11-15 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 2022-11-21 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 2022-11-17 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 2022-10-28 2022-11-10 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-10-19 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 2022-10-20 2022-11-10 Sale $1,001 - $15,000 CA17
Ro Khanna 2022-10-21 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 2022-10-20 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 2022-08-01 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 2022-06-08 2022-07-07 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-06-16 2022-07-07 Purchase $15,001 - $50,000 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
Cynthia Axne 2020-03-12 2021-10-08 Sale (Full) $1,001 - $15,000 IA03
Cynthia Axne 2019-08-08 2021-10-08 Purchase $1,001 - $15,000 IA03
Cynthia Axne 2020-03-12 2021-10-08 Sale (Full) $1,001 - $15,000 IA03
Cynthia Axne 2019-08-08 2021-10-08 Purchase $1,001 - $15,000 IA03
Cynthia Axne 2019-09-06 2021-10-08 Purchase $1,001 - $15,000 IA03
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 2020-04-02 2020-04-16 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
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