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 (SSNC) director transaction: On 11/25/2025, a director exercised a stock option to acquire 200,000 shares of common stock at an exercise price of $33.89 per share. On the same date, the director sold 150,000 shares of common stock in an open-market transaction at a weighted average price of $85.8542 per share, with individual sale prices ranging from $85.75 to $86.025. Following these transactions, the director beneficially owns 386,924 shares of SS&C common stock directly, and no stock options remain outstanding from this grant, which had fully vested on December 22, 2019.
SS&C Technologies (SSNC) reported solid Q3 performance. Total revenue reached $1,568.0 million, up 7% year over year, led by software-enabled services at $1,309.4 million. License, maintenance and related revenue was $258.6 million. Gross margin was 47.7% and operating income rose to $365.7 million. Net income attributable to common stockholders was $210.0 million, with diluted EPS of $0.83.
Year to date, operating cash flow was $1,101.3 million, supporting $717.0 million of share repurchases and $188.3 million in dividends. Cash and cash equivalents were $388.3 million, while long-term debt (net of current) was $6,573.1 million. The company had $593.8 million available on its $600.0 million revolver as of September 30, 2025.
After quarter-end, SS&C acquired Calastone for approximately $1.03 billion in cash, funded with a $1.05 billion incremental Term B-8 loan and cash. Q3 effective tax rate was 17.1%, reflecting $17.5 million of tax benefits from releases of uncertain tax positions. There were 244,027,403 common shares outstanding as of October 23, 2025.
SS&C Technologies Holdings, Inc. reported its results for the quarter ended September 30, 2025, and furnished related materials. The company provided a press release and an earnings presentation as Exhibits 99.1 and 99.2.
The information was furnished under Item 2.02 and is not deemed “filed” under Section 18 of the Exchange Act. The filing was signed by the CFO, Brian N. Schell.
SS&C Technologies (SSNC) insider activity: Chairman & CEO William C. Stone, also a Director and 10% Owner, exercised stock options on 10/13/2025. He acquired 420,000 shares of common stock via an option exercise (Code M) at $33.89 per share and reported direct ownership of 32,299,302 shares after the transaction. The exercised award covered 420,000 underlying shares; the option was time-based, vested in full on 12/22/2019, and carries an expiration date of 12/22/2025.
SS&C Technologies Holdings (SSNC) completed its previously announced acquisition of Colossus Topco Limited, the parent of Calastone Limited, a global funds network and technology solutions provider to the wealth and asset management industries. The closing occurred on October 14, 2025.
To fund the transaction, SS&C Technologies, Inc. entered an Incremental Joinder to its Credit Agreement and borrowed $1,050 million in incremental Term B-8 loans. These loans are a fungible increase to existing Term B-8 borrowings, mature on May 9, 2031, and bear interest at the Base Rate plus 1.00% per annum or the Term SOFR Rate plus 2.00% per annum, at SS&C’s option. The company used the net proceeds to finance the acquisition, related fees and expenses, and for working capital and general corporate purposes.
SS&C also furnished a press release announcing the completion of the acquisition, and filed the Incremental Joinder as an exhibit.
Insider transactions by SS&C Technologies (SSNC) show Brian N. Schell, EVP & CFO, received 39,616 restricted stock units (RSUs) that converted into common stock on 08/15/2025 and reported as an acquisition (code M). On the same date he disposed of 18,521 shares of common stock at $86.83 per share (code F). The filing discloses that the RSUs were originally granted on 08/15/2023 as 115,474 units vesting in three equal annual installments and include 1,124 dividend equivalent rights. The Form 4 is signed by an attorney-in-fact on behalf of Mr. Schell and reports both non-derivative and derivative-security entries reflecting the vesting conversion and the sale.
Janus Henderson Group plc disclosed that it beneficially owns a multi-million share position in SS&C Technologies. The filing reports an aggregate holding of 16,495,178 shares, equal to 6.7% of SS&C's common stock, while a related schedule section notes that certain Janus Henderson advisers (JHIUS) may be deemed beneficial owners of 16,255,285 shares (6.6%). The document shows shared voting and dispositive power over these shares rather than sole control and identifies the filing entity as an investment adviser group and holding-company filer with named indirect adviser subsidiaries.
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