Comparable stake leader
William C. Stone
SEC ownership of SS&C Technologies Holdings Inc
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001402436.
Disclosed value leader
William C. Stone
Comparable rows
50/50
Latest evidence
30 Jun 2026
- Public ticker
- SSNC on Nasdaq
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
William C. Stone
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
William C. Stone
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001402436
- Issuer location
- Windsor, CT
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of SS&C Technologies Holdings Inc (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
William C. Stone
Disclosed value leader
William C. Stone
Comparable rows
50/50
Latest evidence
30 Jun 2026
13D/G
3/4/5
13F
Lead comparable stake: 14%
13D/G row: William C. Stone
Showing 1-8 of 50 holder rows.
Quick read
William C. Stone leads the comparable SEC ownership view at 14%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens William C. Stone's linked filing trail.
Comparable ownership
Top 5
William C. Stone
14%
VANGUARD PORTFOLIO MANAGEMENT LLC
5.1%
BlackRock, Inc.
5%
FMR LLC
5%
PZENA INVESTMENT MANAGEMENT LLC
4.7%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| William C. Stone |
13D/G
3/4/5
Chairman of the Board & CEO, Director, 10%+ Owner
|
14%
|
$3,130,538,494
35,202,277 shares
|
+$39,145,830 | 31 Dec 2025 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
5.1%
|
$759,253,232
12,236,152 shares
|
$0 | 30 Jun 2026 |
| BlackRock, Inc. |
13F
13D/G
Company
|
5%
from 13D/G
|
$1,043,987,380
16,824,938 shares
|
— | 30 Jun 2026 |
| FMR LLC |
13F
13D/G
Company
|
5%
from 13D/G
|
$747,641,744
12,049,021 shares
|
— | 30 Jun 2026 |
| PZENA INVESTMENT MANAGEMENT LLC |
13D/G
13F
Company
|
4.7%
|
$848,109,485
11,667,485 shares
|
$0 | 31 Dec 2024 |
| BlackRock Portfolio Management LLC |
13D/G
|
3.7%
|
$595,557,183
8,813,929 shares
|
-$558,968,974 | 31 Mar 2026 |
| Janus Henderson Group Ltd. |
13D/G
JANUS HENDERSON GROUP PLC
|
3.5%
|
$575,697,059
8,425,246 shares
|
-$382,105,665 | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
3.8%
|
$575,252,085
9,270,783 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$13,461,722.
Buys
$0
Insiders: 0
Sells
$13,461,722
Insiders: 3
Net
-$13,461,722
Shares: -158,740
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 158,740
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 8,740 | $0 | $583,592 | -$583,592 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 150,000 | $0 | $12,878,130 | -$12,878,130 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-14 of 14 reporting-owner rows connected to SS&C Technologies Holdings Inc. Open a relationship link for the CIK-to-CIK filing trail.
Rows
14
Largest Forms 3/4/5 holder
William C. Stone
Net 12M change
-$13,461,722
Latest report
15 Aug 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| William C. Stone | Chairman of the Board & CEO, Director, 10%+ Owner | $2,369,313,934 | Mixed | 02 Mar 2026 | ||
| Normand A. Boulanger | Director | $26,523,371 | -$12,878,130 | -33% | Mixed | 20 May 2026 |
| Rahul Kanwar | President & COO | $15,807,867 | Mixed | 02 Mar 2026 | ||
| MICHAEL JONATHAN E | Director | $10,315,963 | -$183,196 | -1.7% | Mixed | 20 May 2026 |
| Brian N. Schell | Evp & Cfo | $8,012,044 | Mixed | 15 Aug 2026 | ||
| David A. Varsano | Director | $6,218,586 | Mixed | 20 May 2026 | ||
| Jason Douglas White | SVP & General Counsel | $5,071,513 | Mixed | 02 Mar 2026 | ||
| Michael J. Zamkow | Director | $2,270,648 | -$400,396 | -15% | Mixed | 20 May 2026 |
| Smita Conjeevaram | Director | $1,252,191 | Mixed | 20 May 2026 | ||
| Michael E. Daniels | Director | $840,634 | Mixed | 29 May 2024 | ||
| Debra Walton | Director | $513,532 | Mixed | 20 May 2026 | ||
| Francesco Paolo Vanni d'Archirafi | Director | $257,036 | Mixed | 20 May 2026 | ||
| Joseph J. Frank | SVP, Chief Legal Officer | $61,162 | Mixed | 18 Jun 2021 | ||
| Patrick J. Pedonti | SVP and CFO | Mixed | 16 Jun 2023 |
Recent insider transactions for SS&C Technologies Holdings Inc
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Brian N. Schell | SSNC | Common Stock | Tax liability | -13.6% | -17,937 | 114,312 | 15 Aug 2026 | Direct | ||
| Brian N. Schell | SSNC | Common Stock | Options Exercise | 43.6% | 40,170 | 132,249 | 15 Aug 2026 | Direct | ||
| Brian N. Schell | SSNC | Restricted Stock Units | Options Exercise | -100% | -40,170 | 0 | 15 Aug 2026 | Direct | ||
| Michael J. Zamkow | SSNC | Common Stock | Sale | -14% | $200,043 | $66.68 | -3,000 | 18,404 | 22 May 2026 | Direct |
| Michael J. Zamkow | SSNC | Common Stock | Options Exercise | 16.3% | 3,000 | 21,404 | 22 May 2026 | Direct | ||
| Michael J. Zamkow | SSNC | Stock Option (Right to Buy) | Options Exercise | -100% | -3,000 | 0 | 22 May 2026 | Direct | ||
| Michael J. Zamkow | SSNC | Common Stock | Sale | -15.9% | $200,353 | $66.78 | -3,000 | 15,824 | 20 May 2026 | Direct |
| Michael J. Zamkow | SSNC | Common Stock | Options Exercise | 42.1% | 5,580 | 18,824 | 20 May 2026 | Direct | ||
| Michael J. Zamkow | SSNC | Restricted Stock Units | Award | 3,200 | 3,200 | 20 May 2026 | Direct | |||
| Michael J. Zamkow | SSNC | Restricted Stock Units | Options Exercise | -100% | -2,580 | 0 | 20 May 2026 | Direct | ||
| Michael J. Zamkow | SSNC | Stock Option (right to buy) | Options Exercise | -50% | -3,000 | 3,000 | 20 May 2026 | Direct | ||
| Debra Walton | SSNC | Common Stock | Options Exercise | 51.4% | 2,580 | 7,600 | 20 May 2026 | Direct | ||
| Debra Walton | SSNC | Restricted Stock Units | Award | 3,200 | 3,200 | 20 May 2026 | Direct | |||
| Debra Walton | SSNC | Restricted Stock Units | Options Exercise | -100% | -2,580 | 0 | 20 May 2026 | Direct | ||
| David A. Varsano | SSNC | Common Stock | Options Exercise | 2.99% | 2,580 | 89,004 | 20 May 2026 | Direct | ||
| David A. Varsano | SSNC | Restricted Stock Units | Award | 3,200 | 3,200 | 20 May 2026 | Direct | |||
| David A. Varsano | SSNC | Restricted Stock Units | Options Exercise | -100% | -2,580 | 0 | 20 May 2026 | Direct | ||
| Francesco Paolo Vanni d'Archirafi | SSNC | Common Stock | Options Exercise | 210.8% | 2,580 | 3,804 | 20 May 2026 | Direct | ||
| Francesco Paolo Vanni d'Archirafi | SSNC | Restricted Stock Units | Award | 3,200 | 3,200 | 20 May 2026 | Direct | |||
| Francesco Paolo Vanni d'Archirafi | SSNC | Restricted Stock Units | Options Exercise | -100% | -2,580 | 0 | 20 May 2026 | Direct | ||
| Michael Jonathan E | SSNC | Common Stock | Sale | -3.34% | $183,196 | $66.86 | -2,740 | 79,384 | 20 May 2026 | Direct |
| Michael Jonathan E | SSNC | Common Stock | Options Exercise | 11.7% | 8,580 | 82,124 | 20 May 2026 | Direct | ||
| Michael Jonathan E | SSNC | Restricted Stock Units | Award | 3,200 | 3,200 | 20 May 2026 | Direct | |||
| Michael Jonathan E | SSNC | Restricted Stock Units | Options Exercise | -100% | -2,580 | 0 | 20 May 2026 | Direct | ||
| Michael Jonathan E | SSNC | Stock Option (right to buy) | Options Exercise | -100% | -6,000 | 0 | 20 May 2026 | Direct | ||
| Smita Conjeevaram | SSNC | Common Stock | Options Exercise | 20% | 2,580 | 15,504 | 20 May 2026 | Direct | ||
| Smita Conjeevaram | SSNC | Restricted Stock Units | Award | 3,200 | 3,200 | 20 May 2026 | Direct | |||
| Smita Conjeevaram | SSNC | Restricted Stock Units | Options Exercise | -100% | -2,580 | 0 | 20 May 2026 | Direct | ||
| Normand A. Boulanger | SSNC | Common Stock | Options Exercise | 0.67% | 2,580 | 389,504 | 20 May 2026 | Direct | ||
| Normand A. Boulanger | SSNC | Restricted Stock Units | Award | 3,200 | 3,200 | 20 May 2026 | Direct | |||
| Normand A. Boulanger | SSNC | Restricted Stock Units | Options Exercise | -100% | -2,580 | 0 | 20 May 2026 | Direct | ||
| David A. Varsano | SSNC | Common Stock | Options Exercise | 7.46% | 6,000 | 86,424 | 27 Mar 2026 | Direct | ||
| David A. Varsano | SSNC | Stock Option (right to buy) | Options Exercise | -100% | -6,000 | 0 | 27 Mar 2026 | Direct | ||
| Francesco Paolo Vanni d'Archirafi | SSNC | Common Stock | Options Exercise | 1,224 | 1,224 | 24 Mar 2026 | Direct | |||
| Francesco Paolo Vanni d'Archirafi | SSNC | Restricted Stock Units | Options Exercise | -100% | -1,224 | 0 | 24 Mar 2026 | Direct | ||
| Jason Douglas White | SSNC | Common Stock | Tax liability | -5.31% | -3,362 | 59,943 | 02 Mar 2026 | Direct | ||
| Jason Douglas White | SSNC | Common Stock | Options Exercise | 11.6% | 6,585 | 63,305 | 02 Mar 2026 | Direct | ||
| Jason Douglas White | SSNC | Restricted Stock Units | Options Exercise | -100% | -6,585 | 0 | 02 Mar 2026 | Direct | ||
| William C. Stone | SSNC | Common Stock | Options Exercise | 0.07% | 21,949 | 32,470,808 | 02 Mar 2026 | Direct | ||
| William C. Stone | SSNC | Restricted Stock Units | Options Exercise | -100% | -21,949 | 0 | 02 Mar 2026 | Direct | ||
| Rahul Kanwar | SSNC | Common Stock | Tax liability | -4.85% | -9,711 | 190,370 | 02 Mar 2026 | Direct | ||
| Rahul Kanwar | SSNC | Common Stock | Options Exercise | 9.62% | 17,560 | 200,081 | 02 Mar 2026 | Direct | ||
| Rahul Kanwar | SSNC | Restricted Stock Units | Options Exercise | -100% | -17,560 | 0 | 02 Mar 2026 | Direct | ||
| Rahul Kanwar | SSNC | Common Stock | Tax liability | -4.6% | -8,801 | 182,521 | 22 Feb 2026 | Direct | ||
| Rahul Kanwar | SSNC | Common Stock | Options Exercise | 9.07% | 15,913 | 191,322 | 22 Feb 2026 | Direct | ||
| Rahul Kanwar | SSNC | Restricted Stock Units | Options Exercise | -50.7% | -15,913 | 15,495 | 22 Feb 2026 | Direct | ||
| Jason Douglas White | SSNC | Common Stock | Tax liability | -5.1% | -3,047 | 56,720 | 22 Feb 2026 | Direct | ||
| Jason Douglas White | SSNC | Common Stock | Options Exercise | 11.1% | 5,966 | 59,767 | 22 Feb 2026 | Direct | ||
| Jason Douglas White | SSNC | Restricted Stock Units | Options Exercise | -50.7% | -5,966 | 5,811 | 22 Feb 2026 | Direct | ||
| Brian N. Schell | SSNC | Common Stock | Tax liability | -2.51% | -2,369 | 92,079 | 22 Feb 2026 | Direct |
* marks a reported price that did not pass the local price check.