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Disclosery

Heron Bay Capital Management: SSNC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heron Bay Capital Management on SSNC, newest first. How the timeline and the estimate are built.

Heron Bay Capital Management held 573,402 SSNC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 573,402 shares
    Change vs previous 13F -49,223 shares

    3.22% of the 13F portfolio, value $35,579,620.

    13F-HR 0001951757-26-001224 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 622,625 shares
    Change vs previous 13F +351,956 shares

    3.88% of the 13F portfolio, value $42,070,746.

    13F-HR 0001951757-26-000852 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 270,669 shares
    Change vs previous 13F -1,097 shares

    4.51% of the 13F portfolio, value $23,661,871.

    13F-HR 0001951757-26-000446 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 271,766 shares
    Change vs previous 13F -5,516 shares

    4.5% of the 13F portfolio, value $24,121,987.

    13F-HR 0001951757-25-001403 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 277,282 shares
    Change vs previous 13F +22,745 shares

    4.52% of the 13F portfolio, value $22,958,951.

    13F-HR 0001951757-25-001071 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 254,537 shares
    Change vs previous 13F -1,747 shares

    4.47% of the 13F portfolio, value $21,261,441.

    13F-HR 0001951757-25-000547 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 256,284 shares
    Change vs previous 13F -24,142 shares

    4.06% of the 13F portfolio, value $19,421,217.

    13F-HR 0001951757-25-000235 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 280,426 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $20,810,392.

    13F-HR 0001951757-24-001193 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).