SSNC β€” SS&C Technologies Holdings, Inc.

Ownership history in NAVELLIER & ASSOCIATES INC  Β·  3 quarters on record

AI Ownership Summary

NAVELLIER & ASSOCIATES INC reported SS&C Technologies Holdings, Inc. (SSNC) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.33% in 2025 Q1. The latest visible filing shows SSNC at 0.27% 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 NAVELLIER & ASSOCIATES INC's position in SS&C Technologies Holdings, 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
2025 Q3

SSNC was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% 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
2025 Q1 to 2025 Q3

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.

How NAVELLIER & ASSOCIATES INC held SSNC β€” position size vs. price
% of Fund (quarterly)    SSNC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 30,435 +471 +1.6% 0.27% $2.7M 2025-11-06 $83.81
2025 Q2 REDUCED 29,964 -537 -1.8% 0.31% $2.5M 2025-08-07 $85.53
2025 Q1 INITIATED 30,501 β€” β€” 0.33% $2.4M 2025-05-06 $76.95

FAQ About NAVELLIER & ASSOCIATES 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 NAVELLIER & ASSOCIATES INC reported owning SSNC?

NAVELLIER & ASSOCIATES INC reported SSNC across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported SSNC position in NAVELLIER & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for SSNC was 0.33% in 2025 Q1.

What is the latest reported SSNC position on this page?

The most recent filing on this page is 2025 Q3, when NAVELLIER & ASSOCIATES INC reported 30,435 shares, equal to 0.27% of portfolio, with an estimated market value of $2.7M.

What does the chart on this SSNC ownership page compare?

The chart compares NAVELLIER & ASSOCIATES 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.

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