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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.
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.