ATWOOD & PALMER INC SSNC — SS&C TECHNOLOGIES HLDGS INC

Ownership history in ATWOOD & PALMER INC  ·  8 quarters on record

AI Ownership Summary

ATWOOD & PALMER INC reported SS&C TECHNOLOGIES HLDGS INC (SSNC) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows SSNC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SSNC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ATWOOD & PALMER INC's position in SS&C TECHNOLOGIES HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SSNC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SSNC stock page ATWOOD & PALMER INC fund profile ATWOOD & PALMER INC full holdings
How ATWOOD & PALMER INC held SSNC — position size vs. price
% of Fund (quarterly)    SSNC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 207 — 0% 0.00% $13K 2026-07-08 $65.42
2026 Q1 UNCHANGED — — — 207 — 0% 0.00% $14K 2026-04-15 $71.46
2025 Q4 REDUCED 30.5% -22.4% ✅ 207 -91 -30.5% 0.00% $18K 2026-01-28 $84.42
2025 Q3 UNCHANGED — — — 298 — 0% 0.00% $26K 2025-10-15 $80.26
2025 Q2 UNCHANGED — — — 298 — 0% 0.00% $25K 2025-07-08 $82.42
2025 Q1 ADDED — — — 298 +166 +125.8% 0.00% $25K 2025-04-15 $75.88
2024 Q4 UNCHANGED — — — 132 — 0% 0.00% $10K 2025-01-16 $77.87
2024 Q3 INITIATED — — — 132 — — 0.00% $10K 2024-10-07 $71.94

🏢 Other funds also holding SSNC

As of 2026 Q2 — sorted by position size

Olstein Capital Management, L.P. 3Y 7Y 1.55% REINHART PARTNERS, LLC. 3Y 7Y 0.12% Byrne Asset Management LLC 3Y 0.11% Hennion & Walsh Asset Management, Inc. 3Y 0.03% PensionDanmark Pensionsforsikringsaktieselskab 0.03% Versant Capital Management, Inc 3Y 7Y 0.02% GAMMA Investing LLC 0.01% Assenagon Asset Management S.A. 3Y 7Y 0.01% Dynamic Advisor Solutions LLC 3Y 7Y 0.01% ELEVATION WEALTH PARTNERS, LLC 0.01%

FAQ About ATWOOD & PALMER INC and SSNC

These are the practical questions this page is built to answer before you even open the full history table.

How long has ATWOOD & PALMER INC reported owning SSNC?

ATWOOD & PALMER INC reported SSNC across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported SSNC position in ATWOOD & PALMER INC's portfolio?

The largest reported portfolio weight for SSNC was 0.00% in 2025 Q1.

What is the latest reported SSNC position on this page?

The most recent filing on this page is 2026 Q2, when ATWOOD & PALMER INC reported 207 shares, equal to 0.00% of portfolio, with an estimated market value of $13K.

What does the chart on this SSNC ownership page compare?

The chart compares ATWOOD & PALMER INC's quarterly SSNC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ATWOOD & PALMER INC time their SSNC position?

Based on 13F filing dates vs. subsequent SSNC price moves, ATWOOD & PALMER INC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on SSNC relative to SPY over the holding period was -20.2%.

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