Welcome to our dedicated page for Ss&C Technologies SEC filings (Ticker: SSNC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) files a range of reports and disclosures with the U.S. Securities and Exchange Commission that document its financial condition, operations and material events. This SEC filings page centralizes access to those documents and pairs them with AI-generated summaries to help readers interpret the information more efficiently.
Among the key filings for SS&C are annual reports on Form 10-K and quarterly reports on Form 10-Q, which provide detailed discussions of the company’s business, risk factors, segment information and financial statements. Current reports on Form 8-K are used to disclose specific events, such as the announcement of quarterly results or the completion of acquisitions. For example, an 8-K dated October 14, 2025 describes SS&C’s completion of the acquisition of Colossus Topco Limited, the parent company of Calastone Limited, and the related incremental term loan financing under its credit agreement.
Investors can also review 8-K filings furnished under Item 2.02 that provide earnings press releases and presentations for particular quarters. These filings outline SS&C’s reported results for periods such as the quarters ended June 30 and September 30, 2025, as referenced in the company’s disclosures.
On this page, AI-powered tools highlight the main points of lengthy filings, explain technical sections in simpler language and help users identify items related to topics such as acquisitions, credit agreements and other material contracts. Real-time updates from the SEC’s EDGAR system ensure that new SSNC filings, including Forms 10-K, 10-Q and 8-K, appear promptly. Users can also locate insider transaction reports on Form 4 and proxy materials when they are filed, gaining a clearer view of executive share activity and governance matters.
This combination of official documents and AI-driven explanations is intended to make SS&C’s regulatory disclosures more accessible to both experienced analysts and individual investors.
SS&C Technologies Holdings Inc director David Varsano exercised stock options to acquire 6,000 shares of Common Stock. The options were exercised at a price of $30.445 per share. Following the transaction, Varsano directly owns 86,424 shares of Common Stock. The stock option was fully vested as of the grant date.
The Vanguard Group amended its Schedule 13G/A to report 0 shares beneficially owned of SS&C Technologies Holdings Inc, representing 0% of the class.
The filing states that on January 12, 2026 Vanguard completed an internal realignment and will report certain subsidiaries separately in reliance on SEC Release No. 34-39538. The form lists the issuer's address as 80 Lamberton Road, Windsor, CT, and is signed by Ashley Grim on March 27, 2026.
SS&C Technologies Holdings Inc director Francesco Paolo Vanni d'Archirafi acquired 1,224 common shares through a restricted stock unit conversion. On March 24, 2026, 1,224 restricted stock units, including 15 dividend equivalent rights, converted into 1,224 shares of common stock on a one-for-one basis at a stated price of $0.00 per unit. After this compensation-related event, he directly holds 1,224 common shares, with no remaining restricted stock units from this grant reported in the filing and no share sales disclosed.
SS&C Technologies Holdings senior vice president and general counsel Jason Douglas White reported equity transactions tied to restricted stock unit vesting. On March 2, 2026, 6,585 restricted stock units were converted into 6,585 shares of common stock at no cost, increasing his direct holdings.
On the same date, 3,362 common shares were disposed of at $75.19 per share to cover tax obligations, a tax-withholding disposition rather than an open-market sale. After these moves, he directly held 59,943 shares of SS&C Technologies common stock.
SS&C Technologies Holdings Chairman and CEO William C. Stone exercised 21,949 restricted stock units, which converted into 21,949 shares of common stock on a one-for-one basis at a price of $0.00 per share. Following this RSU conversion, he directly owned 32,470,808 shares of SS&C common stock.
The restricted stock units were part of an award originally granted on March 2, 2023, which was scheduled to vest in three equal annual installments beginning on the first anniversary of the grant date, and the award amount referenced in the filing includes 823 associated dividend equivalent rights.
SS&C Technologies Holdings Inc President & COO Rahul Kanwar reported equity award activity involving restricted stock units and common shares. On March 2, 2026, he exercised 17,560 restricted stock units, which converted one-for-one into 17,560 shares of common stock. On the same date, 9,711 common shares at $75.19 per share were disposed of to cover tax obligations related to the award. After these transactions, Kanwar directly owned 190,370 shares of SS&C common stock.
SS&C Technologies Holdings, Inc. presents its annual report describing a large, diversified financial and healthcare technology business built around software-enabled services and cloud solutions. The company generated $6,272.2 million of revenue in 2025, up from $5,882.0 million in 2024, with high revenue retention above 95% on core contracts.
About 67% of 2025 revenue came from U.S. clients and 33% from international markets, with no single client contributing more than 5%. SS&C highlights its leading roles in hedge fund and private equity administration, mutual fund transfer agency, and healthcare claims and analytics, supported by over 28,000 employees.
The report emphasizes long-term growth via acquisitions and AI-driven automation. Notable deals include the 2024 acquisition of Battea-Class Action Services for $671.0 million and the 2025 acquisition of Calastone Limited for $1,030.0 million, expanding fund administration, settlement recovery and global funds network capabilities.
SS&C Technologies Holdings President & COO Rahul Kanwar converted 15,913 restricted stock units into common stock at $0 per share, reflecting an equity award vesting. To cover tax obligations, 8,801 common shares were disposed of at $71.38 per share, leaving him with 182,521 directly held common shares.
SS&C Technologies Holdings Inc reported that SVP & General Counsel Jason Douglas White exercised equity awards. On February 22, 2026, 5,966 restricted stock units converted into an equal number of common shares at $0.0000 per share, leaving 5,811 restricted stock units outstanding. To cover tax obligations related to this vesting, 3,047 common shares were withheld and disposed of at $71.3800 per share, resulting in 56,720 common shares held directly after the transactions. The restricted stock unit holdings include 156 dividend equivalent rights tied to the underlying awards.
SS&C Technologies Holdings EVP & CFO Brian N. Schell reported equity award transactions involving restricted stock units and common stock. On February 22, 2026, he exercised 5,304 restricted stock units that converted into 5,304 shares of common stock at $0.0000 per share. A related tax-withholding disposition of 2,369 common shares occurred at $71.3800 per share to cover obligations. After these transactions, he directly held 92,079 shares of common stock and 5,165 restricted stock units.