ss&c provides the global financial services industry with a broad range of highly specialized software, software enabled-services and software as a service (saas) solutions for operational excellence. ss&c answers the outsourcing needs of the insurance, asset management, reit industries, alternative investments, and other financial service industries by tailoring solutions for their unique needs. these include account administration, asset valuation, compliance processing, data gathering, investment accounting and valuation, performance measurement, reconciliation, regulatory reporting and statement generation. founded in 1986 and listed on nasdaq (nasdaq: ssnc), ss&c has its headquarters in windsor, connecticut and offices around the world. some 10,000 financial services organizations, from the world’s largest institutions to local firms, manage and account for their investments using ss&c's products and services. these clients in the aggregate manage over $44 trillion in assets.
Company profile
Ticker
SSNC
Exchange
Website
CEO
William Stone
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Microsoft • Oracle • Mobileye Global Inc - Ordinary Shares • Activision Blizzard • Gen Digital • Vmware • Adobe • Salesforce • BlackBerry • Dayforce ...
SEC CIK
Corporate docs
Subsidiaries
Advent Software, Inc. • ALPS Advisors, Inc. • ALPS Alternative Investment Services, LLC • ALPS Distributors, Inc. • ALPS Fund Services, Inc. • ALPS Holdings, Inc. • ALPS Portfolio Solutions Distributor, Inc. • Broadway Development, L.L.C. • Complete Financial Ops, Inc. • DomaniRx, LLC ...
IRS number
710987913
SSNC stock data
Latest filings (excl ownership)
8-K
SS&C Technologies Releases Q1 2024 Earnings Results
25 Apr 24
ARS
2023 FY
Annual report to shareholders
12 Apr 24
DEFA14A
Additional proxy soliciting materials
12 Apr 24
DEF 14A
Definitive proxy
12 Apr 24
10-K
2023 FY
Annual report
28 Feb 24
8-K
SS&C Technologies Releases Q4 and Full Year 2023 Earnings Results
13 Feb 24
8-K
Departure of Directors or Certain Officers
17 Jan 24
8-K
SS&C Technologies Welcomes Seasoned Global Business Leader Debra Walton-Ruskin to its Board of Directors
10 Jan 24
10-Q
2023 Q3
Quarterly report
1 Nov 23
8-K
SS&C Technologies Releases Q3 2023 Earnings Results
26 Oct 23
Transcripts
SSNC
Earnings call transcript
2024 Q1
25 Apr 24
SSNC
Earnings call transcript
2023 Q4
13 Feb 24
SSNC
Earnings call transcript
2023 Q3
26 Oct 23
SSNC
Earnings call transcript
2023 Q2
27 Jul 23
SSNC
Earnings call transcript
2023 Q1
27 Apr 23
SSNC
Earnings call transcript
2022 Q4
7 Feb 23
SSNC
Earnings call transcript
2022 Q3
28 Oct 22
SSNC
Earnings call transcript
2022 Q2
28 Jul 22
SSNC
Earnings call transcript
2022 Q1
29 Apr 22
SSNC
Earnings call transcript
2021 Q4
11 Feb 22
Latest ownership filings
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
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Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 1.18 bn | 1.18 bn | 1.18 bn | 1.18 bn | 1.18 bn | 1.18 bn |
Cash burn (monthly) | (no burn) | 21.93 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | n/a | 151.54 mm | n/a | n/a | n/a | n/a |
Cash remaining | n/a | 1.03 bn | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | 46.9 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
81.5% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 513 |
Opened positions | 63 |
Closed positions | 59 |
Increased positions | 191 |
Reduced positions | 190 |
13F shares | Current |
---|---|
Total value | 10.56 tn |
Total shares | 201.52 mm |
Total puts | 112.10 k |
Total calls | 77.10 k |
Total put/call ratio | 1.5 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 26.00 mm | $1.37 tn |
Vanguard | 19.87 mm | $1.04 tn |
JHG Janus Henderson | 14.89 mm | $782.13 bn |
Pzena Investment Management | 14.23 mm | $747.62 bn |
Boston Partners | 8.69 mm | $455.89 bn |
Diamond Hill Capital Management | 7.89 mm | $414.68 bn |
Cantillon Capital Management | 5.10 mm | $267.89 bn |
STT State Street | 5.06 mm | $265.75 bn |
Burgundy Asset Management | 4.61 mm | $242.46 bn |
Capital Research Global Investors | 4.01 mm | $210.85 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
11 Mar 24 | Varsano David | Common Stock | Option exercise | Acquire M | No | No | 21.385 | 4,495 | 96.13 k | 67,500 |
11 Mar 24 | Varsano David | Stock Option Common Stock | Option exercise | Acquire M | No | No | 21.385 | 4,495 | 96.13 k | 0 |
4 Mar 24 | Jason Douglas White | Common Stock | Option exercise | Acquire M | No | No | 0 | 6,412 | 0.00 | 6,412 |
4 Mar 24 | Rahul Kanwar | Common Stock | Payment of exercise | Dispose F | No | No | 64.15 | 9,456 | 606.60 k | 57,642 |
4 Mar 24 | Rahul Kanwar | Common Stock | Option exercise | Acquire M | No | No | 0 | 17,098 | 0.00 | 67,098 |
4 Mar 24 | William C Stone | Common Stock | Payment of exercise | Dispose F | No | No | 64.15 | 8,411 | 539.57 k | 31,954,586 |
4 Mar 24 | William C Stone | Common Stock | Option exercise | Acquire M | No | No | 0 | 21,373 | 0.00 | 31,962,997 |
2 Mar 24 | Jason Douglas White | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 6,412 | 0.00 | 12,676 |
2 Mar 24 | Rahul Kanwar | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 17,098 | 0.00 | 33,802 |
2 Mar 24 | William C Stone | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 21,373 | 0.00 | 42,251 |
News
Needham Maintains Buy on SS&C Techs Hldgs, Raises Price Target to $74
26 Apr 24
SS&C Techs Hldgs Q1 2024 Adj EPS $1.28 Beats $1.21 Estimate, Sales $1.436B Beat $1.413B Estimate
25 Apr 24
Peering Into SS&C Techs Hldgs's Recent Short Interest
25 Apr 24
Demystifying SS&C Techs Hldgs: Insights From 6 Analyst Reviews
16 Apr 24
DA Davidson Maintains Buy on SS&C Techs Hldgs, Maintains $78 Price Target
16 Apr 24
Press releases
SS&C Technologies Releases Q1 2024 Earnings Results
25 Apr 24
PRINCIPAL REAL ESTATE INCOME FUND ANNOUNCES RESULTS OF VOTE FOR TRUSTEES
16 Apr 24
SS&C Blue Prism Intelligent Automation Customers Unlocked $53.4M in Value
16 Apr 24
SS&C to Release First Quarter 2024 Earnings
9 Apr 24
Perennial Partners Selects SS&C for Unit Registry Services
2 Apr 24