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 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
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
SS&C Technologies Holdings EVP & CFO Brian N. Schell reported equity award transactions involving restricted stock units and common stock. On
SS&C Technologies Holdings Chairman and CEO William C. Stone reported an equity award vesting and conversion. On February 22, 2026, 19,890 restricted stock units were exercised and converted into 19,890 shares of common stock at a price of $0.00 per share. Following the transaction, he directly owned 32,448,859 shares of common stock and 19,368 restricted stock units.
SS&C Technologies Holdings senior vice president and general counsel Jason Douglas White reported multiple equity compensation transactions. On February 13, 2026, he acquired 79,020 performance stock units, which, per prior performance certification for FY2023–FY2025 at 200% of target, converted into 79,020 shares of common stock at no cost, with 40,340 shares delivered to cover tax obligations at a price of $72.09 per share, leaving 51,170 shares owned.
That same day, he received a time-vesting stock option for 73,386 shares and 15,606 restricted stock units, both with future vesting schedules. On February 14, 2026, 4,282 restricted stock units converted into common stock, again at no cost, with 1,651 shares withheld at $72.09 per share for taxes, resulting in 53,801 common shares held directly.
SS&C Technologies Holdings executive vice president and CFO Brian N. Schell reported multiple equity compensation transactions in company securities. He received grants of 73,588 performance stock units, 65,232 stock options, and 13,872 restricted stock units on February 13, 2026.
The performance stock units were originally granted on August 15, 2023 and became eligible to vest after the Compensation Committee certified on February 13, 2026 that performance goals for the FY2023–FY2025 period were achieved at 200% of target. These units, together with dividend equivalent rights, converted into an equal number of common shares on a one-for-one basis.
Common shares were also issued upon conversion of restricted stock units and performance stock units, and the filing shows dispositions of 32,858 and 1,780 common shares at