Vulcan Value Partners Sold SS&C Technologies Holdings (SSNC) Due to Narrowed Margin of Safety

2 hours ago 2

Soumya Eswaran

Fri, January 23, 2026 astatine 8:12 AM CST 3 min read

Investment absorption company Vulcan Value Partners recently released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. All the strategies of Vulcan Value Partners delivered affirmative results successful the year. The Large Cap Composite (Net) returned -1.5% successful Q4 and 7.9% YTD, the Small Cap Composite (Net) gained 3.2% successful Q4 and 9.5% YTD, The Focus Composite (Net) retuned 0.1% successful Q4 and 7.1% YTD, Focus Plus Composite (Net) returned 0.1% successful Q4 and 6.2% YTD and the All-Cap Composite (Net) returned 1.3% successful Q4 and 10.7% YTD. Despite overvalued markets, the steadfast improved its price-to-value ratios portion inactive achieving affirmative returns, prioritizing information and semipermanent gains implicit short-term performance. This concern echoes the precocious 1990s dot-com bubble, wherever hype and precocious valuations led to a crash, and today’s AI disruptions look to reflector that pattern, with investors risking overpaying for promising businesses. The steadfast is addressing specified situations by sticking to its concern discipline. For much accusation connected the firm’s champion picks successful 2025, delight cheque its apical 5 holdings. In addition, delight cheque the firm’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Vulcan Value Partners highlighted stocks similar SS&C Technologies Holdings, Inc. (NASDAQ:SSNC). Vulcan Value Partners exited its holdings successful SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) from its Large Cap Strategy during the quarter. Headquartered successful Windsor, Connecticut, SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) is simply a bundle products and software-enabled services supplier to the fiscal and healthcare sectors. The one-month instrumentality of SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) was -4.23%, and its shares gained 7.31% of their worth implicit the past 52 weeks. On January 22, 2026, SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) banal closed astatine $85.83 per share, with a marketplace capitalization of $20.961 billion.

Vulcan Value Partners stated the pursuing regarding SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) successful its 4th fourth 2025 capitalist letter:

"SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) was an fantabulous concern for us. We purchased shares successful the summertime of 2023 amid concerns astir slowing integrated maturation and a perchance challenging situation for galore of the company’s fiscal services clients. Our presumption was that the investments SS&C was making into income & selling and merchandise improvement had already begun to output affirmative results. Over the past mates of years, SS&C has exceeded our expectations astir integrated gross growth, margins and escaped currency flow. The marketplace has progressively appreciated the company’s results and our borderline of information has narrowed. As a result, we sold our presumption and reallocated to much charismatic opportunities."