Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  SS&C Technologies Holdings, Inc. (SSNC)
← All SSNC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.51 $52.19–63.25 · VW $56.94i SEC
2023   Q2 161,122 0.51 Add 3.46% 0.02 $53.73–60.99 · VW $57.31i $9,763,993 SEC
2023   Q1 155,728 0.53 Reduce 61.80% 0.81 $51.75–64.52 · VW $58.14i $8,793,960 SEC
2022   Q4 407,613 1.31 Reduce 42.81% 0.99 $45.25–54.84 · VW $51.19i $21,220,333 SEC
2022   Q3 712,786 2.31 Add 1.75% 0.04 $47.57–63.29 · VW $55.99i $34,036,000 SEC
2022   Q2 700,520 2.68 Add 4.35% 0.11 $54.59–75.87 · VW $62.88i $40,679,000 SEC
2022   Q1 671,348 2.84 Add 5.65% 0.15 $71.12–84.85 · VW $77.03i $50,365,000 SEC
2021   Q4 635,433 2.78 Add 417.16% 2.24 $69.22–83.28 · VW $77.86i $52,093,000 SEC
2021   Q3 122,870 0.51 Add 49.80% 0.17 $68.15–79.71 · VW $74.56i $8,527,000 SEC
2021   Q2 82,023 0.36 Reduce 5.85% 0.02 $69.71–75.94 · VW $73.29i $5,911,000 SEC
2021   Q1 87,124 0.41 Add 3.88% 0.02 $62.51–73.85 · VW $66.93i $6,087,000 SEC
2020   Q4 83,871 0.47 Add 17.30% 0.07 $58.40–74.00 · VW $65.93i $6,102,000 SEC
2020   Q3 71,502 0.40 Add 34.50% 0.10 $54.57–65.35 · VW $59.92i $4,327,000 SEC
2020   Q2 53,161 0.30 Add 573.35% 0.26 $39.91–62.18 · VW $54.04i $3,003,000 SEC
2020   Q1 7,895 0.04 Buy 0.04 $29.51–66.74 · VW $51.58i $346,000 SEC
Price snapshot:
Current price$68.06
52-week low$61.40
52-week high$89.82