Ss&C Technologies SEC Filings

SS&C Technologies Holdings Inc Chairman and CEO William C. Stone reported several equity compensation transactions. On February 13, 2026, he received grants of 263,394 Performance Stock Units, 244,619 stock options, and 52,019 Restricted Stock Units.

That same day, 263,394 Performance Stock Units were exercised and converted into an equal number of common shares after performance for FY2023–FY2025 was certified at 200% of target. On February 14, 2026, 14,273 Restricted Stock Units were also converted into common stock, increasing his directly held common shares to 32,428,969.

Janus Henderson Group plc filed an amended Schedule 13G reporting beneficial ownership of 14,017,309 shares of SS&C Technologies Holdings, Inc. common stock, representing 5.7% of the class as of December 31, 2025.

The shares are held across various managed portfolios advised by Janus Henderson’s investment adviser subsidiaries, which have shared power to vote and dispose of all 14,017,309 shares and no sole voting or dispositive power. The managed portfolios, not Janus Henderson, are entitled to dividends and sale proceeds, and Janus Henderson disclaims ownership of those economic rights. The filing states the holdings are in the ordinary course of business and not for the purpose of changing or influencing control of SS&C.

SS&C Technologies Holdings, Inc. received an updated ownership report from its Chief Executive Officer, William C. Stone, covering his holdings as of December 31, 2025. He is reported to beneficially own 35,202,277 shares of common stock, representing 14.3% of the outstanding class.

This total includes 32,447,241 shares outstanding plus an additional 2,775,036 shares tied to restricted stock units and stock options that were vested as of December 31, 2025 or within 60 days after that date. Stone is listed as having sole voting and dispositive power over all of these shares, with no shared voting or disposition authority.

SS&C Technologies Holdings, Inc. furnished an 8-K to announce its financial results for the quarter and fiscal year ended December 31, 2025. The company provided a detailed press release and an earnings presentation as Exhibits 99.1 and 99.2, offering more complete information on its performance. These materials are designated as furnished, not filed, which limits their use for certain legal purposes under securities laws.

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.