MOODY LYNN LIEBERSON & WALKER, LLC SSNC — SS&C TECHNOLOGIES HLDGS INC CO

Ownership history in MOODY LYNN LIEBERSON & WALKER, LLC  ·  38 quarters on record

AI Ownership Summary

MOODY LYNN LIEBERSON & WALKER, LLC reported SS&C TECHNOLOGIES HLDGS INC CO (SSNC) in 38 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q1. The latest visible filing shows SSNC at 0.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SSNC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY LYNN LIEBERSON & WALKER, LLC's position in SS&C TECHNOLOGIES HLDGS INC CO, 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 Q1

SSNC was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% 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
2023 Q4 to 2026 Q1

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 MOODY LYNN LIEBERSON & WALKER, LLC fund profile MOODY LYNN LIEBERSON & WALKER, LLC full holdings
How MOODY LYNN LIEBERSON & WALKER, LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 8,706 -17 -0.2% 0.03% $588K 2026-04-13 $68.91
2025 Q4 REDUCED 5.0% -22.4% ✅ 8,723 -460 -5.0% 0.04% $763K 2026-01-15 $85.40
2025 Q3 ADDED — — — 9,183 +208 +2.3% 0.04% $815K 2025-10-20 $80.52
2025 Q2 REDUCED — — — 8,975 -44 -0.5% 0.04% $743K 2025-07-17 $82.12
2025 Q1 UNCHANGED — — — 9,019 — 0% 0.05% $753K 2025-04-28 $72.15
2024 Q4 ADDED — — — 9,019 +54 +0.6% 0.04% $683K 2025-01-21 $78.80
2024 Q3 UNCHANGED — — — 8,965 — 0% 0.04% $665K 2024-10-23 $74.07
2024 Q2 UNCHANGED — — — 8,965 — 0% 0.04% $562K 2024-07-25 $66.26
2024 Q1 ADDED — — — 8,965 +17 +0.2% 0.04% $577K 2024-04-23 $59.17
2023 Q4 ADDED — — — 8,948 +30 +0.3% 0.04% $547K 2024-01-24 $58.91
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SSNC

As of 2026 Q1 — sorted by position size

Sunriver Management LLC 3Y 7Y 9.12% Ritter Alpha, LP 5.45% Progeny 3, Inc. 3Y 7Y 4.55% Hudson Way Capital Management LLC 3Y 7Y 4.2% LAKEWOOD CAPITAL MANAGEMENT, LP 3Y 7Y 4.04% Kennon-Green & Company, LLC 3Y 3.88% Heron Bay Capital Management 3Y 3.88% Katamaran Capital LLP 3.18% SNYDER CAPITAL MANAGEMENT L P 3Y 7Y 2.98% Guardian Wealth Management, Inc. 3Y 2.78%

FAQ About MOODY LYNN LIEBERSON & WALKER, LLC and SSNC

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

How long has MOODY LYNN LIEBERSON & WALKER, LLC reported owning SSNC?

MOODY LYNN LIEBERSON & WALKER, LLC reported SSNC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SSNC position in MOODY LYNN LIEBERSON & WALKER, LLC's portfolio?

The largest reported portfolio weight for SSNC was 0.05% in 2025 Q1.

What is the latest reported SSNC position on this page?

The most recent filing on this page is 2026 Q1, when MOODY LYNN LIEBERSON & WALKER, LLC reported 8,706 shares, equal to 0.03% of portfolio, with an estimated market value of $588K.

What does the chart on this SSNC ownership page compare?

The chart compares MOODY LYNN LIEBERSON & WALKER, LLC'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 MOODY LYNN LIEBERSON & WALKER, LLC time their SSNC position?

Based on 13F filing dates vs. subsequent SSNC price moves, MOODY LYNN LIEBERSON & WALKER, LLC correctly timed 17 out of 28 reported position changes (61%). The annualised alpha on SSNC relative to SPY over the holding period was -6.2%.

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