Source-grounded facts extracted from SS&C Technologies Holdings Inc's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
SS&C Technologies Holdings Inc shareholders approved Approval of SS&C Technologies Holdings, Inc. Third Amended and Restated 2023 Stock Incentive Plan.
“Approval of the SS&C Technologies Holdings, Inc. Third Amended and Restated 2023 Stock Incentive Plan. The votes cast with respect to this matter are as follows: For Against Abstain Broker Non-Votes 177,696,046 30,180,122 25,949 11,654,381”
SS&C Technologies Holdings Inc shareholders approved Ratification of appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for fiscal year ending December 31, 2026 at the 2026-12-31 meeting.
“The appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm for the Company for the fiscal year ending December 31, 2026. The votes cast with respect to this proposal are as follows: For Against Abstain 209,980,176 9,554,471 21,851”
SS&C Technologies Holdings Inc shareholders approved Non-binding advisory vote on the compensation of the Company's named executive officers.
“A non-binding, advisory vote on the compensation of the Company's named executive officers was approved. The votes cast with respect to this matter are as follows: For Against Abstain Broker Non-Votes 174,257,337 33,615,417 29,363 11,654,381”
SS&C Technologies Holdings Inc shareholders approved Election of Class I Directors.
“The votes cast with respect to the election of the nominees are as follows: Director Nominee For Against Abstain Broker Non-Votes Normand A. Boulanger 189,130,350 10,740,140 8,031,627 11,654,381 David A. Varsano 166,765,134 33,105,141 8,031,842 11,654,381 Michael J. Zamkow 186,910,160 12,959,380 8,032,577 11,654,381”
SS&C Technologies Holdings Inc reported the first quarter ended March 31, 2026 results: revenue $1,647.1 million, net income $226.1 million, EPS $0.91. Guidance reaffirmed.
“set forth by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 SS&C Technologies Releases Q1 2026 Financial Results Q1 2026 GAAP revenue $1,647.1 million, up 8.8%, Fully Diluted GAAP Earnings Per Share $0.91, up 8.3% Adjusted revenue $1,648.2 million, up 8.8%, Adjusted Diluted Earnings Per Share $1.69, up 14.2% WINDSOR, CT, April”
SS&C Technologies Holdings Inc incurred term loan of $1,050 million with Morgan Stanley Senior Funding, Inc. at Base Rate, plus 1.00% per annum, or the Term SOFR Rate, plus 2.00% per annum maturing May 9, 2031.
“Funding, Inc., as the administrative agent, certain lenders party thereto and the other parties from time to time party thereto. Pursuant to the Amendment, SS&C Tech borrowed $1,050 million in aggregate principal amount of incremental term B-8 loans (the “Incremental Term B-8 Loans”). The net proceeds of the Incremental Term B-8 Loans were used to finance the”
SS&C Technologies Holdings Inc completed an acquisition involving Colossus Topco Limited (closed 2025-10-14).
“On October 14, 2025, SS&C Technologies Holdings, Inc. (the “Company”) completed its previously announced acquisition of Colossus Topco Limited, the parent company of Calastone Limited”
Francesco Vanni d’Archirafi was elected as Class III director at SS&C Technologies Holdings Inc.
“On March 24, 2025, the Board of Directors (the “Board”) of SS&C Technologies Holdings, Inc. (the “Company”) elected Francesco Vanni d’Archirafi to the Board to fill a vacancy resulting from an increase in the size of the Board from seven directors to eight directors.”
SS&C Technologies Holdings Inc completed an acquisition involving Battea – Class Action Services, LLC (closed 2024-09-27).
“On September 27, 2024, SS&C Technologies Holdings, Inc. (the “Company”) completed its previously announced acquisition of Battea – Class Action Services, LLC, on the terms described in the Company’s Current Report on Form 8-K filed on September 12, 2024 (the “Acquisition”).”
SS&C Technologies Holdings Inc incurred senior notes of $750 million aggregate principal amount with Wilmington Trust, National Association at 6.500% per annum maturing June 1, 2032.
“Notes due 2032 (the “Notes”), at a price equal to 100% of their face value, pursuant to an indenture, dated as of May 9, 2024 (the “Indenture”), among the Issuer, the Parent, the other guarantors party thereto (together with the Parent, the “Guarantors”) and Wilmington Trust, National Association, as trustee. The Notes were offered and sold in a private placement sale in the United States to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), and to certain non-U.S.”
SS&C Technologies Holdings Inc entered into Incremental Joinder & First Amendment to Credit Agreement with Morgan Stanley Senior Funding, Inc. (effective 2024-05-09).
“On May 9, 2024, SS&C Technologies, Inc. (the “Term B-8 Borrower”) entered into the Incremental Joinder & First Amendment to Credit Agreement (the “Amendment”), which amends its existing amended and restated credit agreement, dated as of April 16, 2018 (as amended, restated, amended and restated, supplemented or otherwise modified from time to time, the “Credit Agreement”), by and among the Term B-8 Borrower, SS&C Financing LLC, SS&C European Holdings SARL and SS&C Technologies Holdings Europe SARL, as the borrowers, Morgan Stanley Senior Funding, Inc., as the administrative agent, certain lenders party thereto and the other parties from time to time party thereto.”
SS&C Technologies Holdings Inc entered into Indenture with Wilmington Trust, National Association valued at $750 million aggregate principal amount (effective 2024-05-09).
“On May 9, 2024, SS&C Technologies, Inc. (the “Issuer”), a direct, wholly-owned subsidiary of SS&C Technologies Holdings, Inc. (the “Parent”), issued $750 million aggregate principal amount of 6.500% Senior Notes due 2032 (the “Notes”), at a price equal to 100% of their face value, pursuant to an indenture, dated as of May 9, 2024 (the “Indenture”), among the Issuer, the Parent, the other guarantors party thereto (together with the Parent, the “Guarantors”) and Wilmington Trust, National Association, as trustee.”
SS&C Technologies Holdings Inc reported first quarter ended March 31, 2024 results: revenue $1,435.0 million, net income $157.6 million, EPS $0.62. Guidance initiated.
“set forth by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 SS&C Technologies Releases Q1 2024 Earnings Results Q1 2024 GAAP revenue $1,435.0 million, up 5.3%, Fully Diluted GAAP Earnings Per Share $0.62, up 26.5% Record Adjusted revenue $1,435.8 million, up 5.3%, Adjusted Diluted Earnings Per Share $1.28, up 12.3% WINDSOR,”
SS&C Technologies Holdings Inc reported FY 2024 results: revenue $5,667.7 – $5,867.7, net income $1,221.4 – $1,321.4, EPS $4.85 – $5.15. Guidance initiated.
“Guidance Q1 2024 FY 2024 Adjusted Revenue ($M) $1,396.7 – $1,436.7 $5,667.7 – $5,867.7 Adjusted Net Income attributable to SS&C ($M) $300.5 – $316.5 $1,221.4 – $1,321.4 Interest Expense 1 ($M) $112.6 - $114.6 $437.9 - $447.9 Adjusted Diluted Earnings per Share attributable to SS&C $1.19 – $1.25 $4.85 – $5.15 Cash from Operating Activities ($M) – $1,292.0 – $1,392.0 Capital Expenditures (% of revenue) – 4.3% – 4.7% Diluted Shares (M) 253.2 – 254.2 252.7 – 255.7 Effective Income Tax Rate (%) 26% 26%”
SS&C Technologies Holdings Inc reported Q1 2024 results: revenue $1,396.7 – $1,436.7, net income $300.5 – $316.5, EPS $1.19 – $1.25. Guidance initiated.
“Guidance Q1 2024 FY 2024 Adjusted Revenue ($M) $1,396.7 – $1,436.7 $5,667.7 – $5,867.7 Adjusted Net Income attributable to SS&C ($M) $300.5 – $316.5 $1,221.4 – $1,321.4 Interest Expense 1 ($M) $112.6 - $114.6 $437.9 - $447.9 Adjusted Diluted Earnings per Share attributable to SS&C $1.19 – $1.25 $4.85 – $5.15 Cash from Operating Activities ($M) – $1,292.0 – $1,392.0 Capital Expenditures (% of revenue) – 4.3% – 4.7% Diluted Shares (M) 253.2 – 254.2 252.7 – 255.7 Effective Income Tax Rate (%) 26% 26%”
SS&C Technologies Holdings Inc reported the fiscal year ended December 31, 2023 results: revenue $5,502.8 million, net income $607.1 million, EPS $2.39.
“Three Months Ended December 31, Twelve Months Ended December 31, (in millions, except per share data): 2023 2022 Change 2023 2022 Change GAAP Results Revenue $1,411.6 $1,338.3 5.5% $5,502.8 $5,283.0 4.2% Operating income 334.2 301.3 10.9% 1,208.9 1,142.9 5.8% Operating income margin 23.7% 22.5% 120 bps 22.0% 21.6% 40 bps Diluted earnings per share attributable to SS&C $0.77 $0.81 (4.9)% $2.39 $2.48 (3.6)% Net income attributable to SS&C 194.4 207.5 (6.3)% 607.1 650.2 (6.6)%”
SS&C Technologies Holdings Inc reported the quarter ended December 31, 2023 results: revenue $1,411.6 million, net income $194.4 million, EPS $0.77.
“by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 SS&C Technologies Releases Q4 and Full Year 2023 Earnings Results Q4 2023 GAAP revenue $1,411.6 million, up 5.5%, Fully Diluted GAAP Earnings Per Share $0.77, down 4.9% Record Adjusted revenue $1,412.3 million, up 5.5%, Adjusted Diluted Earnings Per Share $1.26, up 8.6% WINDSOR,”
Michael E. Daniels retired as Director at SS&C Technologies Holdings Inc.
“Michael E. Daniels, a Class III director on the Board of Directors (the “Board”) of SS&C Technologies Holdings, Inc. (the “Company”) and Chairman of its Compensation Committee and member of its Nominating and Governance Committee, notified the Company of his intention to retire and resign from the Board for personal reasons, effective as of the conclusion of the Company’s next annual shareholders meeting, which will occur on or near May 29, 2024.”
Debra Walton-Ruskin was elected as Director at SS&C Technologies Holdings Inc.
“On January 4, 2024, the Board of Directors (the “Board”) of SS&C Technologies Holdings, Inc. (the “Company”) elected Debra Walton-Ruskin to the Board to fill a vacancy resulting from an increase in the size of the Board from seven directors to eight directors.”
SS&C Technologies Holdings Inc reported Q3 2023 results: revenue $1,365.9 million, net income $156.0 million, EPS $0.61. Guidance reaffirmed.
“set forth by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 SS&C Technologies Releases Q3 2023 Earnings Results Q3 2023 GAAP revenue $1,365.9 million, up 3.4%, Fully Diluted GAAP Earnings Per Share $0.61, flat Adjusted revenue $1,366.7 million, up 3.4%, Adjusted Diluted Earnings Per Share $1.17, up 1.7% WINDSOR, CT, October”
Patrick J. Pedonti departed as Senior Vice President, Chief Financial Officer and Treasurer at SS&C Technologies Holdings Inc.
“Mr. Schell is replacing Patrick J. Pedonti, the Company’s current Senior Vice President, Chief Financial Officer and Treasurer, who is retiring as of August 7, 2023.”
Brian N. Schell was appointed as Executive Vice President and Chief Financial Officer at SS&C Technologies Holdings Inc.
“On July 6, 2023, SS&C Technologies Holdings, Inc. (the “Company”) announced the appointment of Brian N. Schell to serve as the Company’s Executive Vice President and Chief Financial Officer, effective as of August 7, 2023.”
SS&C Technologies Holdings Inc shareholders approved Approval of SS&C Technologies Holdings, Inc. 2023 Stock Incentive Plan.
“5. Approval of the SS&C Technologies Holdings, Inc. 2023 Stock Incentive Plan. The votes cast with respect to this matter are as follows: For Against Abstain Broker Non-Votes 193,343,350 39,882,811 253,357 4,985,961”
SS&C Technologies Holdings Inc shareholders approved Ratification of independent registered public accounting firm at the 2023-12-31 meeting.
“4. The appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm for the Company for the fiscal year ending December 31, 2023. The votes cast with respect to this proposal are as follows: For Against Abstain 231,182,428 7,109,513 173,538”
SS&C Technologies Holdings Inc shareholders approved Advisory vote on frequency of say-on-pay votes.
“3. The stockholders recommended, in a non-binding, advisory vote, that the stockholders of the Company shall have an advisory vote on the compensation of the Company’s named executive officers every 1 year. The votes cast with respect to this matter are as follows: 1 Year 2 Years 3 Years Abstain Broker Non-Votes 222,486,929 501,429 10,397,585 93,575 4,985,961”
SS&C Technologies Holdings Inc shareholders approved Non-binding advisory vote on executive compensation.
“2. A non-binding, advisory vote on the compensation of the Company’s named executive officers was approved. The votes cast with respect to this matter are as follows: For Against Abstain Broker Non-Votes 206,684,534 26,492,036 302,948 4,985,961”
SS&C Technologies Holdings Inc shareholders approved Election of Class I directors.
“The votes cast with respect to the election of the nominees are as follows: Director Nominee For Against Abstain Broker Non-Votes Normand A. Boulanger 219,676,587 13,632,391 170,540 4,985,961 David A. Varsano 190,600,791 42,676,619 202,108 4,985,961 Michael J. Zamkow 222,478,142 10,830,841 170,535 4,985,961”
SS&C Technologies Holdings Inc reported the first quarter ended March 31, 2023 results: revenue $1,362.7 million, net income $126.0 million, EPS $0.49 per diluted share. Guidance initiated.
“SS&C Technologies Releases Q1 2023 Earnings Results Q1 2023 GAAP revenue $1,362.7 million, up 5.2%, Fully Diluted GAAP Earnings Per Share $0.49, down 23.4%”
SS&C Technologies Holdings Inc updated its the fourth quarter and full year ended December 31, 2022 guidance (initiated).
“On February 7, 2023, SS&C Technologies Holdings, Inc. (the “Company”) announced its financial results for the quarter and fiscal year ended December 31, 2022.”
SS&C Technologies Holdings Inc amended revolving credit of $600 million with Morgan Stanley Senior Funding, Inc. (as Revolving Facility Administrative Agent) at Term SOFR plus 1.25% to 1.50% or base rate plus 0.25% to 0.50% maturing December 28, 2027.
“(iii) appoint Morgan Stanley as Revolving Facility Administrative Agent with respect thereto, (iv) increase the aggregate commitments in respect thereof from $250 million to $600 million and (v) make certain other revisions as more fully set forth in the Revolving Facility Amendment. The revolving loans under the Amended Credit Agreement bear interest, at the”
SS&C Technologies Holdings Inc: Amended Code of Business Conduct and Ethics to include additional standards relating to data security and privacy, protection and proper use of corporate assets, diversity, equity and inclusion, and workplace health and safety (effective 2022-11-16).
“On November 16, 2022, the Board amended the Company’s Code of Business Conduct and Ethics (the “Revised Code”), effective November 16, 2022, to include additional standards of conduct relating to data security and privacy, protection and proper use of corporate assets, diversity, equity and inclusion, and workplace health and safety, and to make certain non-substantive amendments.”
SS&C Technologies Holdings Inc: Adopted second amended and restated bylaws to implement majority voting standard in uncontested director elections, update advance notice provisions, and implement proxy access (effective 2022-11-16).
“On November 16, 2022, the Board of Directors (the “Board”) of SS&C Technologies Holdings, Inc. (the “Company”) adopted the second amended and restated bylaws (the “Second Amended and Restated Bylaws”), effective November 16, 2022, to implement a majority voting standard in uncontested director elections, update certain aspects of the advance notice bylaws, and implement proxy access.”
SS&C Technologies Holdings Inc reported the third quarter ended September 30, 2022 results: revenue $1,321.0 million, EPS $0.61.
“set forth by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- EX-99.1 Exhibit 99.1 SS&C Technologies Releases Q3 2022 Earnings Results Q3 2022 GAAP revenue $1,321.0 million, up 4.5%, Fully Diluted GAAP Earnings Per Share $0.61, down 11.6% Adjusted revenue $1,322.0 million, up 4.4%, Adjusted Diluted Earnings Per Share $1.15, down 12.9% WINDSOR, CT,”
Joseph J. Frank resigned as Senior Vice President, Chief Legal Officer and Secretary at SS&C Technologies Holdings Inc.
“Joseph J. Frank, Senior Vice President, Chief Legal Officer and Secretary of the Company, will be leaving the Company to pursue other opportunities.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.