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.
BlackRock Portfolio Management LLC amended a Schedule 13G to report beneficial ownership of 8,813,929 shares of SS&C Technologies Holdings Inc common stock, representing 3.7% of the class. The filing states BlackRock has sole voting power for 8,575,970 shares and sole dispositive power for 8,813,929 shares.
The amendment clarifies that these holdings reflect certain Reporting Business Units of BlackRock, Inc., and includes customary exhibits: a power of attorney and an Item 7 exhibit identifying the relevant subsidiary. The filing is signed by a Managing Director on 04/30/2026.
SS&C Technologies Holdings delivered higher revenue and earnings for the quarter ended March 31, 2026. Total revenue rose to $1,647.1 million from $1,513.9 million, an 8.8% increase, driven mainly by technology-enabled services and recent acquisitions, with additional help from foreign currency.
Technology-enabled services revenue grew to $1,407.3 million, up 10.8% year over year, while license, maintenance and related revenue slipped slightly to $239.8 million. Operating income increased to $398.2 million from $357.9 million, and net income attributable to common stockholders improved to $226.1 million from $213.0 million. Diluted EPS rose to $0.91 from $0.84.
Operating cash flow was strong at $299.7 million, up from $272.2 million, while total debt remained high at about $7.43 billion, with a consolidated net secured leverage ratio of 1.69x. The company returned capital through $65.3 million of dividends and repurchased 2.3 million shares for roughly $168.5 million, even as total cash, cash equivalents and restricted cash declined, largely reflecting lower client funds obligations and financing outflows.
SS&C Technologies reported solid Q1 2026 results, with GAAP revenue of $1,647.1 million, up 8.8% year over year, and GAAP diluted EPS of $0.91, up 8.3%. Adjusted revenue was $1,648.2 million, also up 8.8%, while adjusted diluted EPS rose 14.2% to $1.69.
Adjusted consolidated EBITDA reached $651.0 million, up 10.0%, with a margin of 39.5%. Operating cash flow was $299.7 million, up 10.1%. The company returned $233.3 million to shareholders, including repurchasing 2.3 million shares for $168.0 million and paying $65.3 million in dividends.
SS&C ended the quarter with $420.9 million in cash and $7,468.6 million in gross debt, implying a consolidated net leverage ratio of 2.76x. For FY 2026, management guides adjusted revenue to $6,664–$6,824 million and adjusted diluted EPS to $6.74–$7.06, and plans to launch its AI orchestration platform Blue Prism WorkHQ on April 28, 2026.
SS&C Technologies Holdings is asking stockholders to vote on four items at its 2026 annual meeting, including electing three Class I directors, approving executive pay on an advisory basis, ratifying PricewaterhouseCoopers as auditor, and amending the 2023 stock incentive plan.
The company highlights record 2025 financial results, with GAAP revenue of $6,272.2 million, GAAP operating income of $1,436.7 million, GAAP diluted EPS of $3.15, and adjusted revenue of $6,276.2 million, up 6.6% from 2024. Adjusted consolidated EBITDA reached $2,462.3 million and adjusted diluted EPS was $6.14. Operating cash flow was $1,744.8 million, up 25.7% from 2024.
SS&C returned over $1 billion to stockholders through repurchasing 12.3 million shares and paying $253.8 million in dividends, while repaying $628.1 million of debt and completing the acquisition of Calastone. The proxy also emphasizes long-term “pay for performance” compensation, extensive stockholder engagement, and governance practices such as a Lead Independent Director, majority voting for directors, clawback policies, and cybersecurity and AI oversight.
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.