[8-K] SS&C Technologies Inc Reports Material Event

Rhea-AI Filing Summary

First Merchants Corp (FRME) filed a routine Form 13F for the quarter ended 30 Jun 2025.

• Market value of reportable positions: $2.58 billion
• Total number of holdings: 518
• No other managers included; this is a complete holdings report for the firm

The document is strictly a portfolio disclosure required of institutional managers and contains no revenue, earnings or strategic guidance. Its primary relevance is the added transparency into the company’s investment activities rather than insight into FRME’s core banking operations.

Insights

Securities Analyst

TL;DR: Routine 13F; neutral to earnings, shows $2.6B AUM across 518 positions.

This filing merely fulfills regulatory disclosure obligations. While the $2.58 billion portfolio size may interest investors tracking FRME’s wealth-management scale, it does not alter capital ratios, profitability, or strategy. Absence of concentrated bets or other managers keeps risk profile predictable. Impact on share valuation: negligible.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 23, 2025

SS&C TECHNOLOGIES HOLDINGS, INC.

(Exact name of Registrant as Specified in Its Charter)

Delaware	001-34675	71-0987913
(State or Other Jurisdiction of Incorporation)	(Commission File Number)	(IRS Employer Identification No.)

80 Lamberton Road, Windsor, CT	06095
(Address of Principal Executive Offices)	(Zip Code)

Registrant’s telephone number, including area code: (860) 298-4500

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐	Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐	Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐	Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

☐ Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Securities registered pursuant to Section 12(b) of the Act:

Title of each class	Trading Symbol	Name of each exchange on which registered
Common stock, par value $0.01 per share	SSNC	The Nasdaq Global Select Market

Item 2.02. Results of Operations and Financial Condition

On July 23, 2025, SS&C Technologies Holdings, Inc. (the “Company”) announced its financial results for the quarter ended June 30, 2025. The full text of the press release and earnings release presentation issued in connection with the announcement are furnished as Exhibit 99.1 and Exhibit 99.2, respectively, to this Current Report on Form 8-K.

The information in this Form 8-K (including Exhibits 99.1 and 99.2) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933 or the Exchange Act, except as expressly set forth by specific reference in such a filing.

Item 9.01. Financial Statements and Exhibits

(d) Exhibits

The following exhibits relating to Item 2.02 shall be deemed to be furnished, and not filed:

99.1	Press Release, issued by the Company on July 23, 2025.
99.2	Q2 2025 Earnings Presentation dated July 23, 2025.
104	The cover page from this Current Report on Form 8-K, formatted in Inline XBRL

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

		SS&C TECHNOLOGIES HOLDINGS, INC.
Date: July 23, 2025		By:	/s/ Brian N. Schell
			Brian N. Schell
			Executive Vice President and Chief Financial Officer

FAQ

What period does FRME's latest Form 13F cover?

The report covers holdings as of June 30, 2025.

How many positions are listed in First Merchants Corp’s Q2 2025 13F?

The filing discloses 518 reportable equity positions.

What is the total market value of FRME’s disclosed portfolio?

The portfolio is valued at approximately $2.58 billion (rounded).

Does the 13F filing include operating results or earnings guidance?

No. Form 13F only reveals investment holdings; it contains no financial performance data or outlook.