Monitor for any future conversion to Schedule 13D, which would signal activist intent. Pzena's 5.6% stake is a meaningful but passive position — no immediate catalyst from this filing alone.
Price Chart
Executive Summary
Pzena Investment Management LLC disclosed a passive 5.6% stake in SS&C Technologies Holdings Inc via Schedule 13G, holding 13,239,900 common shares as of September 30, 2026. As a passive filer under Rule 13d-1(b), Pzena has no intent to influence management, making this a routine institutional disclosure.
Key Financial Metrics
Key Facts
- Pzena Investment Management LLC reported beneficial ownership of 13,239,900 shares of SS&C Technologies Holdings Inc common stock.
- The stake represents 5.6% of the outstanding shares as of September 30, 2026.
- Filing is made under Rule 13d-1(b), indicating passive investment intent with no control or influence purpose.
- Pzena is an investment adviser (IA) based in New York, NY.
Financial Impact
Passive 5.6% stake valued at approximately $1.0 billion based on SS&C's current market price (not explicitly stated in filing).
Risk Factors
- Pzena could increase or decrease the stake without further disclosure until crossing the 5% threshold again.
- Passive 13G status could change if Pzena engages with management or seeks board representation.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0001027796-26-000059 |
| Document: 0001027796-26-000059-index.html | 0001027796-26-000059 |
| Document: 0001027796-26-000059.txt | 0001027796-26-000059 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 2d ago | Institutional Cluster | $84.01 | awaiting T+60 | — | $82.96 (−1.24%) |
Oct 22, 2026 3d ago | 8-K | $85.03 | awaiting T+60 | — | $82.96 (−2.43%) |
Oct 19, 2026 6d ago | SC 13G | $84.62 | awaiting T+60 | — | $82.96 (−1.96%) |
Apr 23, 2026 26w ago | 8-K | $67.02 $69.51 | ▲ +3.71% | ▼ −0.23% | $82.96 (+23.78%) |
Apr 8, 2026 28w ago | DEFA14A | $68.21 $65.32 | ▼ −4.24% | ▼ −14.74% | $82.96 (+21.62%) |
US Market Status
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