SSNC / SS&C Technologies Holdings, Inc. - Pemfailan SEC, Laporan Tahunan, Penyata Proksi

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34675 SS&C TECHNOLOGIES HOLDING

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact Name of Registrant as Specified in Its Charter)

As filed with the Securities and Exchange Commission on July 29, 2025 Registration No.

Filing Fee Table (filed herewith)

Exhibit 107 Calculation of Filing Fee Table Form S-8 (Form Type) SS&C Technologies Holdings, Inc.

SS&C Technologies Releases Q2 2025 Earnings Results Q2 2025 GAAP revenue $1,536.8 million, up 5.9%, Fully Diluted GAAP Earnings Per Share $0.72, down 4.0% Record adjusted revenue $1,537.8 million, up 5.9%, Adjusted Diluted Earnings Per Share $1.45, u

Exhibit 99.1 SS&C Technologies Releases Q2 2025 Earnings Results Q2 2025 GAAP revenue $1,536.8 million, up 5.9%, Fully Diluted GAAP Earnings Per Share $0.72, down 4.0% Record adjusted revenue $1,537.8 million, up 5.9%, Adjusted Diluted Earnings Per Share $1.45, up 9.8% WINDSOR, CT, July 23, 2025 (BUSINESS WIRE) - SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of investment, fin

SS&C Technologies (NASDAQ:SSNC)Q2 2025 Earnings Results

SS&C Technologies (NASDAQ:SSNC) Q2 2025 Earnings Results © SS&C Technologies, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 23, 2025 SS&C TECHNOLOGIES H

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 23, 2025 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Com

About Calastone About SS&C Technologies About Carlyle For more information Media Contacts

Exhibit 99.1 SS&C Technologies to Acquire Calastone WINDSOR, CT, July 21, 2025 (BUSINESS WIRE) – SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced a definitive agreement to acquire Calastone, the largest global funds network and leading provider of technology solutions to the wealth and asset management industries, from global investment firm Carlyle. The purchase price is approximat

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 21, 2025 SS&C TECHNOLOGIES H

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 21, 2025 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Com

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 22, 2025 (May 21, 2025) SS&C

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 22, 2025 (May 21, 2025) SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incor

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Exhibit 99.1 SS&C Grows Stock Repurchase Program 50% to $1.5 Billion, Announces Q2 2025 Dividend of $0.25 per share WINDSOR, Conn. May 22, 2025 (BUSINESS WIRE) – SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that as part of the Company’s long-term strategy to maximize stockholder value, its Board of Directors has authorized a renewal of its stock repurchase program. The expanded

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34675 SS&C TECHNOLOGIES HOLDIN

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 24, 2025 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Co

SS&C Technologies Releases Q1 2025 Earnings Results Q1 2025 GAAP revenue $1,513.9 million, up 5.5%, Fully Diluted GAAP Earnings Per Share $0.84, up 35.5% Adjusted revenue $1,514.8 million, up 5.5%, Adjusted Diluted Earnings Per Share $1.44, up 8.3%

Exhibit 99.1 SS&C Technologies Releases Q1 2025 Earnings Results Q1 2025 GAAP revenue $1,513.9 million, up 5.5%, Fully Diluted GAAP Earnings Per Share $0.84, up 35.5% Adjusted revenue $1,514.8 million, up 5.5%, Adjusted Diluted Earnings Per Share $1.44, up 8.3% WINDSOR, CT, April 24, 2025 (BUSINESS WIRE) - SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of investment, financial

SS&C Technologies (NASDAQ:SSNC)Q1 2025 Earnings Results

SS&C Technologies (NASDAQ:SSNC) Q1 2025 Earnings Results © SS&C Technologies, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) ☑ Filed by the Registrant ☐ Filed by a party other than the Registrant CHECK THE APPROPRIATE BOX: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☑ Defin

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 24, 2025 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Co

SS&C Technologies Welcomes Seasoned Global Business Leader Francesco Vanni d’Archirafi to its Board of Directors

Exhibit 99.1 SS&C Technologies Welcomes Seasoned Global Business Leader Francesco Vanni d’Archirafi to its Board of Directors WINDSOR, CT, March 26, 2025 /PRNewswire/ - SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the election of Francesco Vanni d’Archirafi as a new independent director to its Board of Directors. Francesco is a seasoned global business leader with a record of st

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K/A (Amendment No. 1) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 ☐ TRANSITION REPO

human UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K/A (Amendment No. 1) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-34675 SS

Subsidiaries of the Registrant

Exhibit 21 NAME JURISDICTION OF ORGANIZATION Advent Software, Inc. Delaware ALPS Advisors, Inc. Colorado ALPS Alternative Investment Services, LLC Delaware ALPS Distributors, Inc. Colorado ALPS Fund Services, Inc. Colorado ALPS Holdings, Inc. Delaware ALPS Portfolio Solutions Distributor, Inc. Colorado Battea Class Action Services, LLC Delaware Battea FX Derivatives Group, LLC Delaware Battea Glob

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTI

human UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-34675 SS&C TECHNOLOGIES HOLD

EX-24

EX-24 2 PowerOfAttorney.txt POWER OF ATTORNEY The undersigned, BlackRock, Inc., a corporation duly organized under the laws of the State of Delaware, United States (the "Company"), does hereby make, constitute and appoint each of Eric Andruczyk, Richard Cundiff, R. Andrew Dickson, III, Spencer Fleming, Laura Hildner, David Maryles, Christopher Meade, Charles Park, James Raby, Daniel Riemer, David

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 6, 2025 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (

SS&C Technologies Releases Q4 and Full Year 2024 Earnings Results Q4 2024 GAAP revenue $1,529.7 million, up 8.4%, Fully Diluted GAAP Earnings Per Share $0.98, up 27.3% Record Adjusted revenue $1,530.7 million, up 8.4%, Adjusted Diluted Earnings Per S

Exhibit 99.1 SS&C Technologies Releases Q4 and Full Year 2024 Earnings Results Q4 2024 GAAP revenue $1,529.7 million, up 8.4%, Fully Diluted GAAP Earnings Per Share $0.98, up 27.3% Record Adjusted revenue $1,530.7 million, up 8.4%, Adjusted Diluted Earnings Per Share $1.58, up 25.4% WINDSOR, CT, February 6, 2025 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of in

SS&C Technologies (NASDAQ:SSNC)Q4 2024 Earnings Results

SS&C Technologies (NASDAQ:SSNC) Q4 2024 Earnings Results © SS&C Technologies, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34675 SS&C TECHNOLOGIES HO

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 24, 2024 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (

SS&C Technologies (NASDAQ:SSNC)Q3 2024 Earnings Results

SS&C Technologies (NASDAQ:SSNC) Q3 2024 Earnings Results © SS&C Technologies, Inc.

SS&C Technologies Releases Q3 2024 Earnings Results Q3 2024 GAAP revenue $1,465.8 million, up 7.3%, Fully Diluted GAAP Earnings Per Share $0.65, up 6.6% Record Adjusted revenue $1,466.8 million, up 7.3%, Adjusted Diluted Earnings Per Share $1.29, up

Exhibit 99.1 SS&C Technologies Releases Q3 2024 Earnings Results Q3 2024 GAAP revenue $1,465.8 million, up 7.3%, Fully Diluted GAAP Earnings Per Share $0.65, up 6.6% Record Adjusted revenue $1,466.8 million, up 7.3%, Adjusted Diluted Earnings Per Share $1.29, up 10.3% WINDSOR, CT, October 24, 2024 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of investment, finan

Regulation FD Disclosure, Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant, Completion of Acquisition or Disposition of Assets

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 27, 2024 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation)

SS&C Technologies Completes Acquisition of Battea-Class Action Services

Exhibit 99.1 SS&C Technologies Completes Acquisition of Battea-Class Action Services WINDSOR, CT, September 30, 2024 (PR NEWSWIRE) – SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced it has completed its acquisition of Battea-Class Action Services, LLC, a market-leading provider of securities class action claims and settlement recovery services. The purchase price is approximately $6

Incremental Joinder to Credit Agreement, dated as of September 27, 2024, by and among SS&C Technologies, Inc., the lenders party thereto, the other loan parties thereto and Morgan Stanley Senior Funding, Inc., as term facilities administrative agent, is incorporated by reference to Exhibit 10.1 to Registrant’s Current Report on Form 8-K, filed on October 1, 2024 (File No. 001-34675)

Exhibit 10.1 EXECUTION VERSION INCREMENTAL JOINDER THIS INCREMENTAL JOINDER, dated as of September 27, 2024 (this “Agreement”), by and among the Persons identified as a Term A-9 Lender on the signature pages hereto (the “Term A-9 Lenders”), SS&C TECHNOLOGIES, INC., a Delaware corporation (the “Borrower”), the other Loan Parties party hereto and Morgan Stanley Senior Funding, Inc. (“Morgan Stanley”

SS&C Technologies to Acquire Battea-Class Action Services, Expanding Securities Class Action Claims Management Offerings

Exhibit 99.1 SS&C Technologies to Acquire Battea-Class Action Services, Expanding Securities Class Action Claims Management Offerings WINDSOR, CT, September 12, 2024 (PR NEWSWIRE) – SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced a definitive agreement to acquire Battea-Class Action Services, LLC, a market-leading provider of securities class action claims management and settlement

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 12, 2024 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34675 SS&C TECHNOLOGIES HOLDING

Filing Fee Table (filed herewith)

Exhibit 107 Calculation of Filing Fee Table Form S-8 (Form Type) SS&C Technologies Holdings, Inc.

SS&C Technologies Holdings, Inc. Amended and Restated 2023 Stock Incentive Plan, adopted effective May 29, 2024, is incorporated by reference to Exhibit 99.1 to the Registrant’s Registration Statement on Form S-8, filed on July 30, 2024 (File No. 333-281105)

Exhibit 99.1 SS&C Technologies Holdings, Inc. Amended & restated 2023 STOCK Incentive PLAN 1. Purpose The purpose of this Amended and Restated 2023 Stock Incentive Plan (as amended or amended and restated from time to time, the “Plan”) of SS&C Technologies Holdings, Inc., a Delaware corporation (the “Company”), is to advance the interests of the Company’s stockholders by enhancing the ability of t

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact Name of Registrant as Specified in Its Charter)

As filed with the Securities and Exchange Commission on July 30, 2024 Registration No.

Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 25, 2024 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Com

SS&C Technologies Releases Q2 2024 Earnings Results, Announces $1 Billion Common Stock Repurchase Program Q2 2024 GAAP revenue $1,451.5 million, up 6.5%, Fully Diluted GAAP Earnings Per Share $0.75, up 47.1% Record Adjusted revenue $1,452.4 million,

Exhibit 99.1 SS&C Technologies Releases Q2 2024 Earnings Results, Announces $1 Billion Common Stock Repurchase Program Q2 2024 GAAP revenue $1,451.5 million, up 6.5%, Fully Diluted GAAP Earnings Per Share $0.75, up 47.1% Record Adjusted revenue $1,452.4 million, up 6.5%, Adjusted Diluted Earnings Per Share $1.27, up 17.6% WINDSOR, CT, July 25, 2024 (PR Newswire) SS&C Technologies Holdings, Inc. (N

SS&C Technologies (NASDAQ:SSNC)Q2 2024 Earnings Results

SS&C Technologies (NASDAQ:SSNC) Q2 2024 Earnings Results © SS&C Technologies, Inc.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 3, 2024 (May 29, 2024) SS&C TECHNOLOGIES HOLDINGS INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorp

Indenture, dated as of May 9, 2024, among SS&C Technologies, Inc., SS&C Technologies Holdings, Inc., the other guarantors party thereto and Wilmington Trust, National Association, as trustee

Exhibit 4.1 INDENTURE 6.500% Senior Notes Due 2032 among SS&C TECHNOLOGIES, INC., as Issuer, SS&C TECHNOLOGIES HOLDINGS, INC., as a Guarantor, THE OTHER GUARANTORS PARTY HERETO and WILMINGTON TRUST, NATIONAL ASSOCIATION, as Trustee Dated May 9, 2024 TABLE OF CONTENTS Page Article I DEFINITIONS AND INCORPORATION BY REFERENCE 1 Section 1.01 Definitions 1 Section 1.02 Other Definitions 49 Section 1.0

Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 9, 2024 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Commi

Incremental Joinder & First Amendment to Credit Agreement, dated as of May 9, 2024, by and among SS&C Technologies, Inc., the other loan parties thereto, the lenders party thereto, Morgan Stanley Senior Funding, Inc., as administrative agent, and the other parties thereto is incorporated by reference to Exhibit 10.1 to the Registrant’s Current Report on Form 8-K, filed on May 9, 2024 (File No. 001-34675)

Exhibit 10.1 Execution Version INCREMENTAL JOINDER & FIRST AMENDMENT TO CREDIT AGREEMENT THIS INCREMENTAL JOINDER & FIRST AMENDMENT TO CREDIT AGREEMENT, dated as of May 9, 2024 (this “Agreement”), by and among the Persons identified as the Term B-8 Lender (the “Term B-8 Lender”), the Revolving Lenders party hereto on the signature pages hereto, SS&C TECHNOLOGIES, INC., a Delaware corporation (the

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 3, 2024 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Commi

SS&C Announces Pricing of $750 Million of Senior Notes

Exhibit 99.1 SS&C Announces Pricing of $750 Million of Senior Notes WINDSOR, CT, May 3, 2024 (PR Newswire) - SS&C Technologies Holdings, Inc. (the “Company” or “SS&C”) (NASDAQ: SSNC), a global provider of investment, financial and healthcare software and software-enabled services, today announced the pricing of its private placement offering of $750 million in aggregate principal amount of its 6.5

SS&C Announces Offering of $750 Million of Senior Notes

Exhibit 99.1 SS&C Announces Offering of $750 Million of Senior Notes WINDSOR, CT, May 2, 2024 (PR Newswire) - SS&C Technologies Holdings, Inc. (the “Company” or “SS&C”) (NASDAQ: SSNC), a global provider of investment, financial and healthcare software and software-enabled services, today announced it intends to offer $750 million in aggregate principal amount of senior notes due 2032 (the “Notes”)

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 2, 2024 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Commi

First Supplemental Indenture, dated as of April 26, 2024, by and among SS&C Technologies, Inc., certain of SS&C Technologies Holdings, Inc.’s subsidiaries, as guarantors, and Wilmington Trust, National Association, as trustee*

Exhibit 10.1 FIRST SUPPLEMENTAL INDENTURE This First Supplemental Indenture (this “Supplemental Indenture”), is dated as of April 26, 2024, by and among SS&C Technologies, Inc., a Delaware corporation (the “Issuer”), ALPS Fund Services, Inc., a Colorado corporation, SS&C Retirement Solutions, LLC, a Delaware limited liability company, DST Realty, Inc., a Missouri corporation, and DST Technologies,

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34675 SS&C TECHNOLOGIES HOLDIN

SS&C Announces $2,775 Million Refinancing of Term Loans

Exhibit 99.1 SS&C Announces $2,775 Million Refinancing of Term Loans WINDSOR, CT, April 29, 2024 (PR Newswire) - SS&C Technologies Holdings, Inc. (the “Company” or “SS&C”) (NASDAQ: SSNC), a global provider of investment, financial and healthcare software-enabled services and software, today announced that it intends for one of its subsidiaries to borrow up to $2,775 million in aggregate principal

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 29, 2024 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Co

SS&C Technologies (NASDAQ:SSNC) Q1 2024 Earnings Results

SS&C Technologies (NASDAQ:SSNC) Q1 2024 Earnings Results Safe Harbor Statement This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.

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

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, CT, April 25, 2024 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of investment, financ

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 25, 2024 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Co

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) ☑ Filed by the Registrant ☐ Filed by a party other than the Registrant CHECK THE APPROPRIATE BOX: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☑ Defin

Form of Performance Stock Unit Grant Notice and Form of Performance Stock Unit Award Agreement for Executive Officers under the SS&C Technologies Holdings, Inc. 2023 Stock Incentive Plan is incorporated herein by reference to Exhibit 10.32 to SS&C Technologies, Inc.’s Annual Report on Form 10-K for the year ended December 31, 2023 (File No. 001-34675)

Exhibit 10.32 2023 STOCK INCENTIVE PLAN OF SS&C TECHNOLOGIES HOLDINGS, INC. PERFORMANCE STOCK UNIT GRANT NOTICE Unless otherwise defined herein, the terms defined in the 2023 Stock Incentive Plan (as it may be amended from time to time, the “Plan”) of SS&C Technologies Holdings, Inc. (the “Company”) shall have the same defined meanings in this Performance Stock Unit Grant Notice (this “Grant Notic

Form of Restricted Stock Unit Grant Notice and Form of Restricted Stock Unit Award Agreement for Executive Officers under the SS&C Technologies Holdings, Inc. 2023 Stock Incentive Plan is incorporated herein by reference to Exhibit 10.31 to SS&C Technologies, Inc.’s Annual Report on Form 10-K for the year ended December 31, 2023 (File No. 001-34675)

Exhibit 10.31 2023 STOCK INCENTIVE PLAN OF SS&C TECHNOLOGIES HOLDINGS, INC. RESTRICTED STOCK UNIT GRANT NOTICE Unless otherwise defined herein, the terms defined in the 2023 Stock Incentive Plan (as it may be amended from time to time, the “Plan”) of SS&C Technologies Holdings, Inc. (the “Company”) shall have the same defined meanings in this Restricted Stock Unit Grant Notice (this “Grant Notice”

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTI

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-34675 SS&C TECHNOLOGIES HOLDINGS,

SS&C Technologies Holdings, Inc. Financial Statement Compensation Recoupment Policy, effective as of October 2, 2023 is incorporated herein by reference to Exhibit 97 to SS&C Technologies, Inc.’s Annual Report on Form 10-K for the year ended December 31, 2023 (File No. 001-34675)

Exhibit 97 SS&C TECHNOLOGIES HOLDINGS, INC. FINANCIAL STATEMENT COMPENSATION RECOUPMENT POLICY This SS&C Technologies Holdings, Inc. Financial Statement Compensation Recoupment Policy (the “Policy”) has been adopted by the Board of Directors (the “Board”) of SS&C Technologies Holdings, Inc. (the “Company”) on August 8, 2023. This Policy provides for the recoupment of certain executive compensation

Subsidiaries of the Registrant

Exhibit 21 NAME JURISDICTION OF ORGANIZATION Advent Software, Inc. Delaware ALPS Advisors, Inc. Colorado ALPS Alternative Investment Services, LLC Delaware ALPS Distributors, Inc. Colorado ALPS Fund Services, Inc. Colorado ALPS Holdings, Inc. Delaware ALPS Portfolio Solutions Distributor, Inc. Colorado Broadway Development, L.L.C. Missouri Complete Financial Ops, Inc. Colorado DomaniRx, LLC Delawa

SS&C Technologies Holdings, Inc. Securities Transaction Policy, effective as of October 25, 2023 is incorporated herein by reference to Exhibit 19 to SS&C Technologies, Inc.’s Annual Report on Form 10-K for the year ended December 31, 2023 (File No. 001-34675)

Exhibit 19 Securities Transaction Policy Approved October 25, 2023 SS&C Technologies Holdings, Inc.

Form of Stock Option Grant Notice and Form of Stock Option Agreement for Executive Officers under the SS&C Technologies Holdings, Inc. 2023 Stock Incentive Plan is incorporated herein by reference to Exhibit 10.30 to SS&C Technologies, Inc.’s Annual Report on Form 10-K for the year ended December 31, 2023 (File No. 001-34675)

Exhibit 10.30 2023 STOCK INCENTIVE PLAN OF SS&C TECHNOLOGIES HOLDINGS, INC. STOCK OPTION GRANT NOTICE Unless otherwise defined herein, the terms defined in the 2023 Stock Incentive Plan (as it may be amended from time to time, the “Plan”) of SS&C Technologies Holdings, Inc. (the “Company”) shall have the same defined meanings in this Stock Option Grant Notice (this “Grant Notice”) and the Stock Op

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

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, CT, February 13, 2024 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of i

SSNC / SS&C Technologies Holdings, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SC 13G/A 1 tv01979-ssctechnologiesholdi.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 9)* Name of issuer: SS&C Technologies Holdings Inc Title of Class of Securities: Common Stock CUSIP Number: 78467J100 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate

SS&C Technologies (NASDAQ:SSNC) Q4 2023 Earnings Results

SS&C Technologies (NASDAQ:SSNC) Q4 2023 Earnings Results Safe Harbor Statement This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 13, 2024 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation)

SSNC / SS&C Technologies Holdings, Inc. / PZENA INVESTMENT MANAGEMENT LLC - SC 13G Passive Investment

SC 13G 1 ssctech-13gdec2023.htm SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 SS&C Technologies Holdings Inc (Name of Issuer) COMMON STOCK (Title of Class of Securities) 78467J100 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the

SSNC / SS&C Technologies Holdings, Inc. / STONE WILLIAM C - SC 13G/A Passive Investment

SC 13G/A 1 d768570dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 10)* SS&C Technologies Holdings, Inc. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 78467J100 (CUSIP Number) December 31, 2023 (Date of Event which Requires Filing of this Sta

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 11, 2024 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (

SS&C Technologies Welcomes Seasoned Global Business Leader Debra Walton-Ruskin to its Board of Directors

Exhibit 99.1 SS&C Technologies Welcomes Seasoned Global Business Leader Debra Walton-Ruskin to its Board of Directors 1/9/2024 WINDSOR, Conn., Jan. 9, 2024 /PRNewswire/ - SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the appointment of Debra Walton-Ruskin as a new independent director to its Board of Directors. Debra is a seasoned global business leader, having spent her career i

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 4, 2024 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (C

Offer Letter dated July 1, 2023, between Brian N. Schell and SS&C Technologies Holdings, Inc. is incorporated herein by reference to Exhibit 10.1 to the Registrant’s Quarterly Report on Form 10-Q for the quarter ended September 30, 2023 (File No. 001-34675)

Exhibit 10.1 June 28, 2023 VIA ELECTRONIC MAIL Re: Offer of Employment Dear Brian, I am pleased to confirm this offer of employment with SS&C Technologies Holdings, Inc. (“SS&C” or the “Company”), and look forward to your joining the Company subject to the terms of this letter agreement (this “Letter”). We believe you will have a challenging and rewarding career here, and look forward to your cont

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34675 SS&C TECHNOLOGIES HO

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%

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 26, 2023 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of investment, financial and he

SS&C Technologies (NASDAQ:SSNC) Q3 2023 Earnings Results

SS&C Technologies (NASDAQ:SSNC) Q3 2023 Earnings Results Safe Harbor Statement This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 26, 2023 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34675 SS&C TECHNOLOGIES HOLDING

SOFR Amendment to Credit Agreement, dated as of June 6, 2023, among SS&C Technologies, Inc., SS&C European Holdings S.a.R.L., SS&C Technologies Holdings Europe S.a.R.L., SS&C Financing LLC, Credit Suisse AG, Cayman Islands Branch, as term facilities administrative agent, and Morgan Stanley Senior Funding, Inc., as revolving facility administrative agent is incorporated by reference to Exhibit 10.1 to the Registrant’s Quarterly Report on Form 10-Q for the quarter ended June 30, 2023 (File No. 001-34675)

Exhibit 10.1 EXECUTION VERSION AMENDMENT TO CREDIT AGREEMENT THIS SOFR AMENDMENT TO CREDIT AGREEMENT, dated as of June 6, 2023 (this “Agreement”), is entered into by and among SS&C TECHNOLOGIES, INC., a Delaware corporation (the “Company”), SS&C EUROPEAN HOLDINGS, a société à responsabilité limitée, organized under the laws of Luxembourg (the “Designated Borrower 1”), SS&C TECHNOLOGIES HOLDINGS EU

SS&C Technologies Releases Q2 2023 Earnings Results, Announces $1 Billion Common Stock Repurchase Program Q2 2023 GAAP revenue $1,362.6 million, up 2.6%, Fully Diluted GAAP Earnings Per Share $0.51, up 21.4% Adjusted revenue $1,363.4 million, up 2.5%

Exhibit 99.1 SS&C Technologies Releases Q2 2023 Earnings Results, Announces $1 Billion Common Stock Repurchase Program Q2 2023 GAAP revenue $1,362.6 million, up 2.6%, Fully Diluted GAAP Earnings Per Share $0.51, up 21.4% Adjusted revenue $1,363.4 million, up 2.5%, Adjusted Diluted Earnings Per Share $1.08, down 1.8% WINDSOR, CT, July 27, 2023 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ:

Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 27, 2023 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Com

SS&C Technologies (NASDAQ:SSNC) Q2 2023 Earnings Results

SS&C Technologies (NASDAQ:SSNC) Q2 2023 Earnings Results Safe Harbor Statement This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 14, 2023 SS&C TECHNOLOGIES H

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 14, 2023 SS&C TECHNOLOGIES HOLDINGS INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Comm

SS&C Announces Appointment of Brian Schell as Chief Financial Officer

EXHIBIT 99.1 SS&C Announces Appointment of Brian Schell as Chief Financial Officer Patrick Pedonti will retire after 24 years WINDSOR, CT, July 6, 2023 /PRNewswire/ - SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the appointment of Brian Schell as Executive Vice President and Chief Financial Officer (CFO). He will report to Bill Stone, Chairman and Chief Executive Officer. Mr. Sc

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 1, 2023 SS&C TECHNOLOGIES HO

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 1, 2023 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Comm

Filing Fee Table (filed herewith)

Exhibit 107 Calculation of Filing Fee Table Form S-8 (Form Type) SS&C Technologies Holdings, Inc.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact Name of Registrant as Specified in Its Charter)

As filed with the Securities and Exchange Commission on May 31, 2023 Registration No.

SS&C Technologies Holdings, Inc. 2023 Stock Incentive Plan, adopted effective May 17, 2023, is incorporated herein by reference to Exhibit 99.1 to the Registrant’s Registration Statement on Form S-8, filed on May 31, 2023 (File No. 333-272295)

Exhibit 99.1 SS&C Technologies Holdings, Inc. 2023 STOCK Incentive PLAN 1. Purpose The purpose of this 2023 Stock Incentive Plan (as amended from time to time, the “Plan”) of SS&C Technologies Holdings, Inc., a Delaware corporation (the “Company”), is to advance the interests of the Company’s stockholders by enhancing the ability of the Company and Company Affiliates to attract, retain and motivat

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 17, 2023 SS&C TECHNOLOGIES HO

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 17, 2023 SS&C TECHNOLOGIES HOLDINGS INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Commi

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34675 SS&C TECHNOLOGIES HOLDIN

Form of Restricted Stock Unit Grant Notice and Form of Restricted Stock Unit Award Agreement under the SS&C Technologies Holdings, Inc. Second Amended and Restated 2014 Stock Incentive Plan is incorporated herein by reference to Exhibit 10.2 to the Registrant’s Quarterly Report on Form 10-Q for the quarter ended March 31, 2023 (File No. 001-34675)

Exhibit 10.2 SECOND AMENDED AND RESTATED 2014 STOCK INCENTIVE PLAN OF SS&C TECHNOLOGIES HOLDINGS, INC. RESTRICTED STOCK UNIT GRANT NOTICE Unless otherwise defined herein, the terms defined in the Second Amended and Restated 2014 Stock Incentive Plan (as it may be amended from time to time, the “Plan”) of SS&C Technologies Holdings, Inc. (the “Company”) shall have the same defined meanings in this

Form of Performance Stock Unit Grant Notice and Form of Performance Stock Unit Award Agreement under the SS&C Technologies Holdings, Inc. Second Amended and Restated 2014 Stock Incentive Plan is incorporated herein by reference to Exhibit 10.3 to the Registrant’s Quarterly Report on Form 10-Q for the quarter ended March 31, 2023 (File No. 001-34675)

Exhibit 10.3 SECOND AMENDED AND RESTATED 2014 STOCK INCENTIVE PLAN OF SS&C TECHNOLOGIES HOLDINGS, INC. PERFORMANCE STOCK UNIT GRANT NOTICE Unless otherwise defined herein, the terms defined in the Second Amended and Restated 2014 Stock Incentive Plan (as it may be amended from time to time, the “Plan”) of SS&C Technologies Holdings, Inc. (the “Company”) shall have the same defined meanings in this

Form of Stock Option Grant Notice and Form of Stock Option Agreement under the SS&C Technologies Holdings, Inc. Second Amended and Restated 2014 Stock Incentive Plan is incorporated herein by reference to Exhibit 10.1 to the Registrant’s Quarterly Report on Form 10-Q for the quarter ended March 31, 2023 (File No. 001-34675)

Exhibit 10.1 SECOND AMENDED AND RESTATED 2014 STOCK INCENTIVE PLAN OF SS&C TECHNOLOGIES HOLDINGS, INC. STOCK OPTION GRANT NOTICE Unless otherwise defined herein, the terms defined in the Second Amended and Restated 2014 Stock Incentive Plan (as it may be amended from time to time, the “Plan”) of SS&C Technologies Holdings, Inc. (the “Company”) shall have the same defined meanings in this Stock Opt

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% Adjusted revenue $1,363.4 million, up 5.2%, Adjusted Diluted Earnings Per Share $1.11, down 11

Exhibit 99.1 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% Adjusted revenue $1,363.4 million, up 5.2%, Adjusted Diluted Earnings Per Share $1.11, down 11.2% WINDSOR, CT, April 27, 2023 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of investment, financial

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 27, 2023 SS&C TECHNOLOGIES

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 27, 2023 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Co

SS&C Technologies (NASDAQ:SSNC) Q1 2023 Earnings Results

SS&C Technologies (NASDAQ:SSNC) Q1 2023 Earnings Results Safe Harbor Statement This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.

DEFINITIVE PROXY STATEMENT

2023 Notice of Annual Meeting of StockholdersDigital Experience Access to data and analytics in real time.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of

Registrant’s Definitive Proxy Statement on Schedule 14A for the Registrant’s 2023 Annual Meeting of Stockholders, as filed with the Commission on April 6, 2023

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) ☑ Filed by the Registrant ☐ Filed by a party other than the Registrant CHECK THE APPROPRIATE BOX: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 8, 2023 (March 2, 2023) SS&

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 8, 2023 (March 2, 2023) SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Inc

Subsidiaries of the Registrant

Exhibit 21 NAME JURISDICTION OF ORGANIZATION Advent Software, Inc. Delaware ALPS Advisors, Inc. Colorado ALPS Alternative Investment Services, LLC Delaware ALPS Distributors, Inc. Colorado ALPS Fund Services, Inc. Colorado ALPS Holdings, Inc. Delaware ALPS Portfolio Solutions Distributor, Inc. Colorado Broadway Development, L.L.C. Missouri Complete Financial Ops, Inc. Colorado DomaniRx, LLC Delawa

The Registrant’s Annual Report on Form 10-K for the fiscal year ended December 31, 2022, as filed with the Commission on February 28, 2023 (the “Annual Report”)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-34675 SS&C TECHNOLOGIES HOLDINGS,

SSNC / SS&C Technologies Holdings, Inc. / Select Equity Group, L.P. - SCHEDULE 13G (AMENDMENT NO. 1) Passive Investment

SC 13G/A 1 s020823a.htm SCHEDULE 13G (AMENDMENT NO. 1) SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.1)* SS&C Technologies Holdings, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 78467J100 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of This Statement) Check the appropriate

EXHIBIT 99.1

EX-99.1 2 s020823b.htm EXHIBIT 99.1 EXHIBIT 99.1 The identity and the Item 3 classification of the relevant subsidiary are: Select Equity Group, L.P., which is an Investment Adviser in accordance with Rule 13d-1(b)(1)(ii)(E).

SSNC / SS&C Technologies Holdings, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 8)* Name of issuer: SS&C Technologies Holdings Inc. Title of Class of Securities: Common Stock CUSIP Number: 78467J100 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant to which this Schedule

SS&C Technologies Releases Q4 and Full Year 2022 Earnings Results Q4 2022 GAAP revenue $1,338.3 million, up 3.4%, Fully Diluted GAAP Earnings Per Share $0.81, down 13.8% Adjusted revenue $1,339.1 million, up 3.3%, Adjusted Diluted Earnings Per Share

Exhibit 99.1 SS&C Technologies Releases Q4 and Full Year 2022 Earnings Results Q4 2022 GAAP revenue $1,338.3 million, up 3.4%, Fully Diluted GAAP Earnings Per Share $0.81, down 13.8% Adjusted revenue $1,339.1 million, up 3.3%, Adjusted Diluted Earnings Per Share $1.16, down 9.4% WINDSOR, CT, February 7, 2023 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of invest

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 7, 2023 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (

SS&C Technologies (NASDAQ:SSNC) Q4 2022 Earnings Results

SS&C Technologies (NASDAQ:SSNC) Q4 2022 Earnings Results Safe Harbor Statement This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.

SSNC / SS&C Technologies Holdings, Inc. / STONE WILLIAM C - SC 13G/A Passive Investment

SC 13G/A 1 d441872dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 9)* SS&C Technologies Holdings, Inc. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 78467J100 (CUSIP Number) December 31, 2022 (Date of Event which Requires Filing of this Stat

SSNC / SS&C Technologies Holdings, Inc. / PZENA INVESTMENT MANAGEMENT LLC - SC 13G Passive Investment

SC 13G 1 pzn-sc13g.htm SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 SS&C TECHNOLOGIES HOLDINGS INC (Name of Issuer) COMMON STOCK (Title of Class of Securities) 78467J100 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule purs

Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 4, 2023 (December 28, 2022) SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction

Revolving Facility Amendment, dated as of December 28, 2022, by and among certain of SS&C Technologies Holdings, Inc.’s subsidiaries, SS&C Technologies Holdings, Inc., the other guarantors from time to time party thereto, Credit Suisse AG, Cayman Islands Branch, Morgan Stanley Senior Funding, Inc., and each lender from time to time party thereto is incorporated by reference to Exhibit 10.1 to the Registrant’s Current Report on Form 8-K, filed on January 4, 2023 (File No. 001-34675)

EX-10.1 2 ssnc-ex101.htm EX-10.1 Exhibit 10.1 Execution Version REVOLVING FACILITY AMENDMENT TO CREDIT AGREEMENT THIS REVOLVING FACILITY AMENDMENT TO CREDIT AGREEMENT, dated as of December 28, 2022 (this “Agreement”), by and among the Persons identified as the Revolving Lenders (each a “Revolving Lender”) on the signature pages hereto, SS&C TECHNOLOGIES, INC., a Delaware corporation (the “Company”

Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Amendment to Registrant's Code of Ethics, or Waiver of a Provision of the Code of Ethics, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 16, 2022 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation)

Second Amended and Restated Bylaws of the Registrant are incorporated herein by reference to Exhibit 3.1 to the Registrant's Current Report on Form 8-K, filed on November 22, 2022 (File No. 001-34675)

Exhibit 3.1 SECOND AMENDED AND RESTATED BYLAWS OF SS&C TECHNOLOGIES HOLDINGS, INC. TABLE OF CONTENTS Page ARTICLE I STOCKHOLDERS 1.1 Place of Meetings. 1 1.2 Annual Meeting. 1 1.3 Special Meetings. 1 1.4 Notice of Meetings. 1 1.5 Voting List. 1 1.6 Quorum. 1 1.7 Adjournments. 1 1.8 Voting and Proxies. 2 1.9 Action at Meeting. 2 1.10 Nomination of Directors. 2 1.11 Nominations of Directors Included

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34675 SS&C TECHNOLOGIES HO

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

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, October 27, 2022 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of investment, financi

SS&C Technologies (NASDAQ:SSNC) Q3 2022 Earnings Results

SS&C Technologies (NASDAQ:SSNC) Q3 2022 Earnings Results Safe Harbor Statement This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 27, 2022 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 12, 2022 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34675 SS&C TECHNOLOGIES HOLDING

SS&C announces $1 Billion Stock Repurchase Program

Exhibit 99.1 SS&C announces $1 Billion Stock Repurchase Program WINDSOR, CT, August 1, 2022 (PR NEWSWIRE) ? SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that as part of the Company's long-term strategy to maximize stockholder value, its Board of has authorized a stock repurchase program, which will enable the Company to repurchase up to $1 billion in aggregate of the Company's o

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 1, 2022 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Co

SS&C Technologies Releases Q2 2022 Earnings Results Q2 2022 GAAP revenue $1,328.7 million, up 5.5%, Fully Diluted GAAP Earnings Per Share $0.42, down 40.8% Adjusted revenue $1,330.0 million, up 5.5%, Adjusted Diluted Earnings Per Share $1.10, down 11

Exhibit 99.1 SS&C Technologies Releases Q2 2022 Earnings Results Q2 2022 GAAP revenue $1,328.7 million, up 5.5%, Fully Diluted GAAP Earnings Per Share $0.42, down 40.8% Adjusted revenue $1,330.0 million, up 5.5%, Adjusted Diluted Earnings Per Share $1.10, down 11.3% WINDSOR, CT, July 27, 2022 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of investment, financial

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 27, 2022 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Com

SS&C Technologies (NASDAQ:SSNC) Q2 2022 Earnings Results

SS&C Technologies (NASDAQ:SSNC) Q2 2022 Earnings Results Safe Harbor Statement This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 12, 2022 (May 11, 2022) SS&C TECHNOLOGIES HOLDINGS INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorp

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34675 SS&C TECHNOLOGIES HOLDIN

SS&C Technologies (NASDAQ:SSNC) Q1 2022 Earnings Results

SS&C Technologies (NASDAQ:SSNC) Q1 2022 Earnings Results Safe Harbor Statement This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 28, 2022 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Co

SS&C Technologies Releases Q1 2022 Earnings Results Q1 2022 GAAP revenue $1,295.0 million, up 5.0%, Fully Diluted GAAP Earnings Per Share $0.64, down 1.5% Adjusted revenue $1,296.2 million, up 4.9%, Adjusted Diluted Earnings Per Share $1.25, up 5.9%

Exhibit 99.1 SS&C Technologies Releases Q1 2022 Earnings Results Q1 2022 GAAP revenue $1,295.0 million, up 5.0%, Fully Diluted GAAP Earnings Per Share $0.64, down 1.5% Adjusted revenue $1,296.2 million, up 4.9%, Adjusted Diluted Earnings Per Share $1.25, up 5.9% WINDSOR, CT, April 28, 2022 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of investment, financial and

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of

Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant, Completion of Acquisition or Disposition of Assets

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 22, 2022 (March 16, 2022) SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of I

Incremental Joinder, dated as of March 22, 2022, among SS&C Technologies Holdings, Inc., SS&C Technologies, Inc., SS&C Financing LLC, SS&C European Holdings S.à R.L, the other guarantors party thereto, the Term B-6 Lenders party thereto, the Term B-7 Lenders party thereto and Credit Suisse AG, Cayman Islands Branch is incorporated herein by reference to Exhibit 10.1 to the Registrant's Current Report on Form 8-K, filed on March 22, 2022 (File No. 001-34675)

Exhibit 10.1 Execution Version INCREMENTAL JOINDER THIS INCREMENTAL JOINDER, dated as of March 22, 2022 (this ?Agreement?), by and among the Persons identified as the Term B-6 Lenders (each a ?Term B-6 Lender?) and the Term B-7 Lenders (each a ?Term B-7 Lender, and together with the Term B-6 Lenders, the ?New Loan Lenders? and each, a ?New Loan Lender?) on the signature pages hereto, SS&C TECHNOLO

Subsidiaries of the Registrant

Exhibit 21 NAME JURISDICTION OF ORGANIZATION Financial Models Company Ltd. New York SS&C Financial Services LLC Delaware SS&C Technologies Connecticut LLC Connecticut SS&C Technologies, Inc. Delaware Advent Software, Inc. Delaware Hub Data, Inc. Massachusetts Second Street Securities, Inc. Delaware Advent Software (Middle East) Limited United Arab Emirates Advent Software (Asia) Ltd. Hong Kong Adv

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K

f UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-34675 SS&C TECHNOLOGIES HOLDINGS

EXHIBIT 99.1

EXHIBIT 99.1 The identity and the Item 3 classification of the relevant subsidiary are: Select Equity Group, L.P., which is an Investment Adviser in accordance with Rule 13d-1(b)(1)(ii)(E).

SSNC / SS&C Technologies Holdings, Inc. / Select Equity Group, L.P. - SCHEDULE 13G Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* SS&C Technologies Holdings, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 78467J100 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of This Statement) Check the appropriate box to designate the rule pursuant to which this Sched

AGREEMENT OF REPORTING PERSONS

EXHIBIT 99.2 AGREEMENT OF REPORTING PERSONS The undersigned acknowledge and agree that the foregoing statement on Schedule 13G is filed on behalf of each of the undersigned and that all subsequent amendments to this statement on Schedule 13G shall be filed on behalf of each of the undersigned without the necessity of filing additional joint filing agreements. The undersigned acknowledge that each

SS&C Technologies (NASDAQ:SSNC) Q4 and FY 2021 Earnings Results

SS&C Technologies (NASDAQ:SSNC) Q4 and FY 2021 Earnings Results Safe Harbor Statement This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 10, 2022 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation)

SSNC / SS&C Technologies Holdings, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 7)* Name of issuer: SS&C Technologies Holdings Inc. Title of Class of Securities: Common Stock CUSIP Number: 78467J100 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule

SS&C Technologies Releases Q4 and Full Year 2021 Earnings Results Q4 2021 GAAP revenue $1,294.2 million, up 7.5%, Fully Diluted GAAP Earnings Per Share $0.94, up 27.0% Adjusted revenue $1,296.2 million, up 7.5%, Adjusted Diluted Earnings Per Share $1

Exhibit 99.1 SS&C Technologies Releases Q4 and Full Year 2021 Earnings Results Q4 2021 GAAP revenue $1,294.2 million, up 7.5%, Fully Diluted GAAP Earnings Per Share $0.94, up 27.0% Adjusted revenue $1,296.2 million, up 7.5%, Adjusted Diluted Earnings Per Share $1.28, up 13.3% WINDSOR, CT, February 10, 2022 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of investme

SSNC / SS&C Technologies Holdings, Inc. / STONE WILLIAM C - SC 13G/A Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 8)* SS&C Technologies Holdings, Inc. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 78467J100 (CUSIP Number) December 31, 2021 (Date of Event which Requires Filing of this Statement) Check the appropriate box to des

Interim Facility Agreement.

Exhibit 10.1 EXECUTION VERSION Date: 1 December 2021 INTERIM FACILITY AGREEMENT BOLT BIDCO LIMITED as the Borrower and SS&C TECHNOLOGIES HOLDINGS, INC. as the Guarantor arranged by ROYAL BANK OF CANADA as Arranger with ROYAL BANK OF CANADA as Interim Facility Agent and ROYAL BANK OF CANADA as Interim Security Agent DOCPROPERTY DPWPathText \* MERGEFORMAT #95204147v13 TABLE OF CONTENTS Page 1. INTER

Rule 2.7 Announcement (incorporated by reference to Schedule 2 of the Co-operation Agreement included as Exhibit 2.1 of this Current Report on Form 8-K).

Exhibit 2.1 EXECUTION VERSION DATE: 1 December 2021 co-operation agreement relating to the offer for the entire issued and to be issued share capital of BLUE PRISM GROUP plc Between BOLT BIDCO LIMITED and BLUE PRISM GROUP plc CMS Cameron McKenna Nabarro Olswang LLP Cannon Place 78 Cannon Street London EC4N 6AF T +44 20 7367 3000 F +44 20 7367 2000 cms.law Table of Contents 1. Definitions and Inter

Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 7, 2021 (December 1, 2021) SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction

Separation and Release Agreement, dated as of August 27, 2021, between SS&C Technologies Holdings, Inc. and Joseph J. Frank

Exhibit 10.1 Mr. Joseph J. Frank c/o SS&C Technologies Holdings, Inc. 80 Lamberton Road Windsor, Connecticut 06095 August 27, 2021 Dear Joseph: This letter agreement (this ?Agreement?) sets forth our mutual agreement concerning your resignation as an executive officer and employee of SS&C Technologies Holdings, Inc., a Delaware corporation (together with any successor thereto, the ?Company?), and

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34675 SS&C TECHNOLOGIES HO

SS&C Technologies (NASDAQ:SSNC) Q3 2021 Earnings Results

SS&C Technologies (NASDAQ:SSNC) Q3 2021 Earnings Results Safe Harbor Statement This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 28, 2021 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (

SS&C Technologies Releases Q3 2021 Earnings Results Q3 2021 GAAP revenue $1,264.4 million, up 9.7%, Fully Diluted GAAP Earnings Per Share $0.69, up 15.0% Adjusted revenue $1,266.3 million, up 9.5%, Adjusted Diluted Earnings Per Share $1.32, up 20.0%

Exhibit 99.1 SS&C Technologies Releases Q3 2021 Earnings Results Q3 2021 GAAP revenue $1,264.4 million, up 9.7%, Fully Diluted GAAP Earnings Per Share $0.69, up 15.0% Adjusted revenue $1,266.3 million, up 9.5%, Adjusted Diluted Earnings Per Share $1.32, up 20.0% WINDSOR, CT, October 28, 2021 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of investment, financial a

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 1, 2021 (August 27, 2021) SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction

SS&C Promotes Jason White to General Counsel

Exhibit 99.1 SS&C Promotes Jason White to General Counsel WINDSOR, CT, Sept. 1, 2021, /PRNewswire/ - SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the appointment of Jason White as General Counsel. In his new role as General Counsel, Jason will be the chief legal officer reporting to Bill Stone, Chairman and Chief Executive Officer. Jason succeeds Joseph Frank, who resigned effec

Limited Liability Company Agreement of DomaniRx, LLC.

Exhibit 10.1 Execution Version LIMITED LIABILITY COMPANY AGREEMENT OF DOMANIRX, LLC (a Delaware Limited Liability Company) July 15, 2021 Certain identified information has been excluded from this exhibit because it both (i) is not material and (ii) would be competitively harmful if publicly disclosed ACTIVE/107611452.20 TABLE OF CONTENTS Page ARTICLE I GENERAL DEFINITIONS; USAGE 2 1.1 Definitions

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34675 SS&C TECHNOLOGIES HOLDING

SS&C Technologies (NASDAQ:SSNC) Q2 2021 Earnings Results 1

SS&C Technologies (NASDAQ:SSNC) Q2 2021 Earnings Results 1 Safe Harbor Statement This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.

Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 28, 2021 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Com

SS&C Technologies Releases Q2 2021 Earnings Results, Announces $1 Billion Common Stock Repurchase Program Q2 2021 GAAP revenue $1,259.0 million, up 10.6%, Fully Diluted GAAP Earnings Per Share $0.71, up 10.9% Adjusted revenue $1,261.0 million, up 10.

Exhibit 99.1 SS&C Technologies Releases Q2 2021 Earnings Results, Announces $1 Billion Common Stock Repurchase Program Q2 2021 GAAP revenue $1,259.0 million, up 10.6%, Fully Diluted GAAP Earnings Per Share $0.71, up 10.9% Adjusted revenue $1,261.0 million, up 10.5%, Adjusted Diluted Earnings Per Share $1.24, up 19.2% WINDSOR, CT, July 28, 2021 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ

SS&C Enters into Joint Venture to Create New Standard for Cloud-Based API-Driven Claims Adjudication

Exhibit 99.1 SS&C Enters into Joint Venture to Create New Standard for Cloud-Based API-Driven Claims Adjudication DomaniRx to become a state-of-the-art pharmacy benefits management platform in the cloud WINDSOR, CT, July 21, 2021 /PRNewswire/ - SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that it has entered into a joint venture to create a new cloud-native, API-driven claims ad

Regulation FD Disclosure, Entry into a Material Definitive Agreement, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 15, 2021 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Com

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 24, 2021 (May 19, 2021) SS&C TECHNOLOGIES HOLDINGS INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorp

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34675 SS&C TECHNOLOGIES HOLDIN

Amendment No. 1 to Amended and Restated Employment Agreement, dated as of April 1, 2021, between SS&C Technologies Holdings, Inc. and William C. Stone

Exhibit 10.1 SS&C Technologies Holdings, Inc. Amendment No. 1 to AMENDED AND RESTATED employment Agreement This AMENDMENT NO. 1 TO AMENDED AND RESTATED EMPLOYMENT AGREEMENT (this ?Amendment?) is made as of April 1, 2021 (the ?Effective Date?) by and among SS&C Technologies Holdings, Inc., a Delaware corporation (together with any successor thereto, the ?Company?), SS&C Technologies, Inc. (together

Form of Performance Stock Option Agreement under the SS&C Technologies Holdings, Inc. Second Amended and Restated 2014 Stock Incentive Plan

EX-10.2 3 ssnc-ex10268.htm EX-10.2 Exhibit 10.2 SECOND AMENDED AND RESTATED 2014 STOCK INCENTIVE PLAN OF SS&C TECHNOLOGIES HOLDINGS, INC. PERFORMANCE STOCK OPTION AGREEMENT 1. Grant of Option. This agreement evidences the grant by the Company on the Grant Date to the Participant, of an option to purchase, in whole or in part, on the terms provided herein and in the Plan, an aggregate of the Shares

SS&C Technologies Releases Q1 2021 Earnings Results Q1 2021 GAAP revenue $1,233.4 million, up 5.1%, Fully Diluted GAAP Earnings Per Share $0.65, up 75.7% Adjusted revenue $1,235.4 million, up 4.9%, Adjusted Diluted Earnings Per Share $1.18, up 14.6%

Exhibit 99.1 SS&C Technologies Releases Q1 2021 Earnings Results Q1 2021 GAAP revenue $1,233.4 million, up 5.1%, Fully Diluted GAAP Earnings Per Share $0.65, up 75.7% Adjusted revenue $1,235.4 million, up 4.9%, Adjusted Diluted Earnings Per Share $1.18, up 14.6% WINDSOR, CT, April 26, 2021 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of investment, financial and

SS&C Technologies (NASDAQ:SSNC) Q1 2021 Earnings Results 1

EX-99.2 3 ssnc-ex9926.htm EX-99.2 SS&C Technologies (NASDAQ:SSNC) Q1 2021 Earnings Results 1 Safe Harbor Statement This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements concerning plans, object

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 26, 2021 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Co

- DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of

- DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of

Annual Report - 10-K

f UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-34675 SS&C TECHNOLOGIES HOLDINGS

Subsidiaries of the Registrant

EX-21 2 ssnc-ex217.htm EX-21 Exhibit 21 NAME JURISDICTION OF ORGANIZATION Financial Models Company Ltd. New York SS&C Financial Services LLC Delaware SS&C Technologies Connecticut LLC Connecticut SS&C Technologies, Inc. Delaware Advent Software, Inc. Delaware Hub Data, Inc. Massachusetts Second Street Securities, Inc. Delaware Advent Software (Middle East) Limited United Arab Emirates Advent Softw

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 6)*

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 6)* Name of issuer: SS&C Technologies Holdings Inc. Title of Class of Securities: Common Stock CUSIP Number: 78467J100 Date of Event Which Requires Filing of this Statement: December 31, 2020 Check the appropriate box to designate the rule pursuant to which this Schedule

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 10, 2021 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation)

SS&C Technologies Releases Q4 and Full Year 2020 Earnings Results Q4 2020 GAAP revenue $1,203.4 million, flat, Fully Diluted GAAP Earnings Per Share $0.74, up 37.0% Adjusted revenue $1,206.1 million, down 0.5%, Adjusted Diluted Earnings Per Share $1.

Exhibit 99.1 SS&C Technologies Releases Q4 and Full Year 2020 Earnings Results Q4 2020 GAAP revenue $1,203.4 million, flat, Fully Diluted GAAP Earnings Per Share $0.74, up 37.0% Adjusted revenue $1,206.1 million, down 0.5%, Adjusted Diluted Earnings Per Share $1.13, up 4.6% WINDSOR, CT, February 10, 2021 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of investment

SS&C Technologies (NASDAQ:SSNC) Q4 and Full Year 2020 Earnings Results 1

SS&C Technologies (NASDAQ:SSNC) Q4 and Full Year 2020 Earnings Results 1 Safe Harbor Statement This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.

SCHEDULE 13G

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2 )* SS&C Technologies Holdings Inc (Name of Issuer) Common Stock (Title of Class of Securities) 78467J100 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 7)* SS&C Technologies Holdings, Inc. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Cl

SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 7)* SS&C Technologies Holdings, Inc. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 78467J100 (CUSIP Number) December 31, 2020 (Date of Event which Requires Filing of this Statement) Check the appropriate b

-

***CONFIDENTIAL TREATMENT REQUESTED BY SS&C TECHNOLOGIES HOLDINGS, INC. FOR CERTAIN PORTIONS OF THIS LETTER PURSUANT TO 17 C.F.R. ? 200.83 (?RULE 83?)*** December 28, 2020 VIA EDGAR United States Securities and Exchange Commission Division of Corporation Finance Office of Technology Washington, D.C. 20549 Re: SS&C Technologies Holdings, Inc. Form 10-K for Fiscal Year Ended December 31, 2019 Filed

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CONFIDENTIAL TREATMENT REQUESTED BY SS&C TECHNOLOGIES HOLDINGS, INC. FOR CERTAIN PORTIONS OF THIS LETTER PURSUANT TO 17 C.F.R. § 200.83 (“RULE 83”) November 18, 2020 VIA EDGAR United States Securities and Exchange Commission Division of Corporation Finance Office of Technology Washington, D.C. 20549 Re: SS&C Technologies Holdings, Inc. Form 10-K for Fiscal Year Ended December 31, 2019 Filed Februa

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34675 SS&C TECHNOLOGIES HO

SS&C Technologies (NASDAQ:SSNC) Q3 2020 Earnings Results

SS&C Technologies (NASDAQ:SSNC) Q3 2020 Earnings Results Safe Harbor Statement This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.

SS&C Technologies Releases Third Quarter 2020 Earnings Results Q3 2020 GAAP revenue $1,152.8 million, up 0.8%, Fully Diluted GAAP Earnings Per Share $0.60, up 66.7% Adjusted revenue $1,156.2 million, up 0.5%, Adjusted Diluted Earnings Per Share $1.10

Exhibit 99.1 SS&C Technologies Releases Third Quarter 2020 Earnings Results Q3 2020 GAAP revenue $1,152.8 million, up 0.8%, Fully Diluted GAAP Earnings Per Share $0.60, up 66.7% Adjusted revenue $1,156.2 million, up 0.5%, Adjusted Diluted Earnings Per Share $1.10, up 18.3% WINDSOR, CT, October 28, 2020 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of investment,

Financial Statements and Exhibits, Results of Operations and Financial Condition - 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 28, 2020 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (

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September 3, 2020 VIA EDGAR United States Securities and Exchange Commission Division of Corporation Finance Office of Technology Washington, D.

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34675 SS&C TECHNOLOGIES HOLDING

SS&C Technologies Releases Q2 2020 Earnings, Announces Renewal and Increase of Common Stock Repurchase Program for $750 million Q2 2020 GAAP revenue $1,138.1 million, down 0.9%, Fully Diluted GAAP Earnings Per Share $0.64, up 42.2% Adjusted revenue $

Exhibit 99.1 SS&C Technologies Releases Q2 2020 Earnings, Announces Renewal and Increase of Common Stock Repurchase Program for $750 million Q2 2020 GAAP revenue $1,138.1 million, down 0.9%, Fully Diluted GAAP Earnings Per Share $0.64, up 42.2% Adjusted revenue $1,140.8 million, down 1.3%, Adjusted Diluted Earnings Per Share $1.04, up 14.3% Cash flow provided by operations for the six months ended

SS&C Technologies (NASDAQ:SSNC) Q2 2020 Earnings Results

SS&C Technologies (NASDAQ:SSNC) Q2 2020 Earnings Results Safe Harbor Statement This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.

Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 28, 2020 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Com

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 22, 2020 (May 20, 2020) SS&C TECHNOLOGIES HOLDINGS INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorp

Regulation FD Disclosure, Unregistered Sales of Equity Securities, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 19, 2020 (May 18, 2020) SS&C TECHNOLOGIES HOLDINGS INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorp

SS&C Technologies Completes Acquisition of Innovest Systems

EX-99.1 2 ssnc-ex9917.htm EX-99.1 Exhibit 99.1 SS&C Technologies Completes Acquisition of Innovest Systems Glenn Schmidt named SS&C Innovest General Manager WINDSOR, CT, May 18, 2020 (PR NEWSWIRE) – SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced it has completed the acquisition of Innovest Systems, the provider of web-based technology systems for trust accounting, payments and un

- DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34675 SS&C TECHNOLOGIES HOLDIN

First Repricing Amendment to the Credit Agreement, dated as of January 31, 2020, among SS&C Technologies Holdings, Inc., SS&C European Holdings S.a r.l., SS&C Technologies Holdings Europe S.a r.l., SS&C Financing LLC, Credit Suisse AG and Cayman Islands Branch is incorporated herein by reference to Exhibit 10.1 to the Registrant’s Quarterly Report on Form 10-Q for the quarter ended March 31, 2020 (File No. 001-34675)

Exhibit 10.1 FIRST REPRICING AMENDMENT TO CREDIT AGREEMENT This FIRST REPRICING AMENDMENT TO CREDIT AGREEMENT, dated as of January 31, 2020 (this “First Repricing Amendment”), among, SS&C Technologies, Inc., a Delaware corporation (the “Company”), SS&C European Holdings S.a r.l., a societe a responsabilite limitee organized under the laws of Luxembourg (the “Designated Borrower 1”), SS&C Technolog

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 30, 2020 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Co

SS&C Technologies Releases Q1 2020 Earnings Q1 2020 GAAP revenue $1,173.6 million, up 3.2 percent, Fully Diluted GAAP Earnings Per Share $0.37, up 19.4% Adjusted revenue $1,178.0 million, up 2.4 percent, Adjusted Diluted Earnings Per Share $1.03, up

Exhibit 99.1 SS&C Technologies Releases Q1 2020 Earnings Q1 2020 GAAP revenue $1,173.6 million, up 3.2 percent, Fully Diluted GAAP Earnings Per Share $0.37, up 19.4% Adjusted revenue $1,178.0 million, up 2.4 percent, Adjusted Diluted Earnings Per Share $1.03, up 13.2 percent SS&C to Acquire Innovest for $120 million WINDSOR, CT, April 30, 2020 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 29, 2020 SS&C TECHNOLOGIES HOLDINGS INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Com

SS&C Technologies to Acquire Innovest Systems

Exhibit 99.1 SS&C Technologies to Acquire Innovest Systems Strategic acquisition will complement SS&C services for trust companies WINDSOR, CT, April 30, 2020 (PR NEWSWIRE) – SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced it has entered into a definitive agreement to acquire Innovest Systems for a total consideration of $120 million. New York-based Innovest builds systems for tru

SS&C Technologies (NASDAQ:SSNC) Q1 2020 Earnings Results

SS&C Technologies (NASDAQ:SSNC) Q1 2020 Earnings Results Safe Harbor Statement This presentation contains forward-looking statements, as defined by federal and state securities laws, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.

SSNC / SS&C Technologies Holdings, Inc. DEF 14A - - DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of

SSNC / SS&C Technologies Holdings, Inc. DEFA14A - - DEFA14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of

Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 23, 2020 SS&C TECHNOLOGIES HOLDINGS INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Com

Subsidiaries of the Registrant

Exhibit 21 NAME JURISDICTION OF ORGANIZATION Financial Models Company Ltd. New York SS&C Financial Services LLC Delaware SS&C Technologies Connecticut LLC Connecticut SS&C Technologies, Inc. Delaware Advent Software, Inc. Delaware Hub Data, Inc. Massachusetts Second Street Securities, Inc. Delaware Advent Software (Middle East) Limited United Arab Emirates Advent Software (Asia) Ltd. Hong Kong Adv

Series A Convertible Share Purchase Agreement, dated as of February 27, 2020, among SS&C Technologies, Inc. and SILAC, Inc.

Exhibit 10.29 Series A Convertible Preferred Share Purchase Agreement This Series A Convertible Preferred Share Purchase Agreement (this “Agreement”), dated February 27, 2020, is by and between SILAC, Inc., a Delaware corporation (the “Company”), and SS&C Technologies, Inc., a Delaware corporation (“Investor”). Recitals Whereas, the Company desires to sell to Investor, and Investor desires to purc

Annual Report - 10-K

Ul Hassan UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-34675 SS&C TECHNOLOGIES

Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934 in incorporated herein by reference to Exhibit 4.3 to the Company’s Annual Report on Form 10-K, filed on February 28, 2020 (File No. 001-34675)

Exhibit 4.3 DESCRIPTION OF SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 As of February 20, 2020, SS&C Technologies Holdings, Inc., (“we”) had one class of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended: our common stock, par value $0.01 per share. Description of Capital Stock The following description of our capital

SS&C Technologies Releases Q4 and Full Year 2019 Earnings Q4 2019 GAAP revenue $1,203.5 million, up 8.3 percent, Fully Diluted GAAP Earnings Per Share $0.54, up 134.8% Adjusted revenue $1,212.2 million, up 7.0 percent, Adjusted Diluted Earnings Per S

EX-99.1 2 ssnc-ex9916.htm EX-99.1 Exhibit 99.1 SS&C Technologies Releases Q4 and Full Year 2019 Earnings Q4 2019 GAAP revenue $1,203.5 million, up 8.3 percent, Fully Diluted GAAP Earnings Per Share $0.54, up 134.8% Adjusted revenue $1,212.2 million, up 7.0 percent, Adjusted Diluted Earnings Per Share $1.08, up 13.7 percent WINDSOR, CT, February 12, 2020 (PR Newswire) SS&C Technologies Holdings, In

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 12, 2020 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation)

SSNC / SS&C Technologies Holdings, Inc. / STONE WILLIAM C - AMENDMENT NO.6 TO SCHEDULE 13G Passive Investment

Amendment No.6 to Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 6)* SS&C Technologies Holdings, Inc. (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 78467J100 (CUSIP Number) December 31, 2019 (Date of Event which Requires Filing of this Statement) C

SSNC / SS&C Technologies Holdings, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 5)* Name of issuer: SS&C Technologies Holdings Inc Title of Class of Securities: Common Stock CUSIP Number: 78467J100 Date of Event Which Requires Filing of this Statement: December 31, 2019 Check the appropriate box to designate the rule pursuant to which this Schedule

SSNC / SS&C Technologies Holdings, Inc. / Wellington Management Group LLP - SEC SCHEDULE 13G Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1 )* SS&C Technologies Holdings Inc (Name of Issuer) Common Stock (Title of Class of Securities) 78467J100 (CUSIP Number) December 31, 2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to wh

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 22, 2020 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34675 SS&C TECHNOLOGIES HO

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 31, 2019 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (

SS&C Technologies Releases Q3 2019 Earnings Q3 2019 GAAP revenue $1,144.2 million, up 15.3 percent, Fully Diluted GAAP Earnings Per Share $0.36, up 56.5% Adjusted revenue $1,150.8 million, up 14.7 percent, Adjusted Diluted Earnings Per Share $0.93, u

EX-99.1 2 ssnc-ex9916.htm EX-99.1 Exhibit 99.1 SS&C Technologies Releases Q3 2019 Earnings Q3 2019 GAAP revenue $1,144.2 million, up 15.3 percent, Fully Diluted GAAP Earnings Per Share $0.36, up 56.5% Adjusted revenue $1,150.8 million, up 14.7 percent, Adjusted Diluted Earnings Per Share $0.93, up 17.7 percent WINDSOR, CT, October 31, 2019 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ: SS

[signatures follow]

Exhibit 99.1 Normand A. Boulanger c/o SS&C Technologies Holdings, Inc. 80 Lamberton Road Windsor, CT 06095 August 5, 2019 Re: Transition to Special Advisor to the Chief Executive Officer Dear Norm, I am writing to formalize the outcome of our discussions regarding your transition to the role of Special Advisor to the Chief Executive Officer of SS&C Technologies Holdings, Inc. (the “Company), focus

Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 1, 2019 SS&C TECHNOLOGIES HOLDINGS INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Com

Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 8, 2019 (August 8, 2019) SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of I

SS&C Announces $500 Million Common Stock Repurchase Program

Exhibit 99.1 SS&C Announces $500 Million Common Stock Repurchase Program WINDSOR, CT, August 8, 2019 – SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that as part of the Company's long-term strategy to maximize stockholder value, its Board of Directors authorized the repurchase of up to $500 million of the Company's common stock from time to time in one or more transactions on the

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34675 SS&C TECHNOLOGIES HOLDING

Form of Restricted Stock Unit Award Agreement under the SS&C Technologies Holdings, Inc. Second Amended and Restated 2014 Stock Incentive Plan is incorporated herein by reference to Exhibit 10.3 to the Registrant’s Quarterly Report on Form 10-Q for the quarter ended June 30, 2019 (File No. 001-34675)

EX-10.3 3 ssnc-ex103110.htm EX-10.3 Exhibit 10.3 SECOND AMENDED AND RESTATED 2014 STOCK INCENTIVE PLAN OF SS&C TECHNOLOGIES HOLDINGS, INC. FORM OF RESTRICTED STOCK UNIT AWARD AGREEMENT AGREEMENT made this (the “Grant Date”) between SS&C Technologies Holdings, Inc., a Delaware corporation (the “Company”), and (the “Participant”). Section 1.Grant of Restricted Stock Units. The Company has issued to

Form of Stock Option Agreement under the SS&C Technologies Holdings, Inc. Second Amended and Restated 2014 Stock Incentive Plan is incorporated herein by reference to Exhibit 10.2 to the Registrant’s Quarterly Report on Form 10-Q for the quarter ended June 30, 2019 (File No. 001-34675)

Exhibit 10.2 SECOND AMENDED AND RESTATED 2014 STOCK INCENTIVE PLAN OF SS&C TECHNOLOGIES HOLDINGS, INC. STOCK OPTION AGREEMENT 1. Grant of Option. This agreement evidences the grant by the Company on the Grant Date to the Participant, of an option to purchase, in whole or in part, on the terms provided herein and in the Plan, an aggregate of the Shares set forth in the Stock Option Grant Notice at

SS&C Technologies Holdings, Inc. Second Amended and Restated 2014 Stock Incentive Plan, adopted effective May 15, 2019, is incorporated herein by reference to Exhibit 99.1 to the Registrant’s Registration Statement on Form S-8, filed on August 2, 2019 (File No. 001-34675)

EXHIBIT 99.1 SS&C Technologies Holdings, Inc. SECOND Amended and restated 2014 STOCK Incentive PLAN 1. Purpose The purpose of this Second Amended and Restated 2014 Stock Incentive Plan (the “Plan”) of SS&C Technologies Holdings, Inc., a Delaware corporation (the “Company”), is to advance the interests of the Company’s stockholders by enhancing the ability of the Company and Company Affiliates to a

SSNC / SS&C Technologies Holdings, Inc. S-8 - - FORM S-8

As filed with the Securities and Exchange Commission on August 2, 2019 Registration No.

Q3 2019

EX-99.1 2 ssnc-ex9916.htm EX-99.1 Exhibit 99.1 SS&C Technologies Releases Q2 2019 Earnings Q2 2019 GAAP revenue $1,148.0 million, up 28.2 percent, Fully Diluted GAAP Earnings Per Share $0.45, up from a loss per share of $0.27 Adjusted revenue $1,155.8 million, up 27.2 percent, Adjusted Diluted Earnings Per Share $0.91, up 46.8 percent WINDSOR, CT, July 29, 2019 (PR Newswire) SS&C Technologies Hold

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 29, 2019 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Com

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 16, 2019 (May 15, 2019) SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incor

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-34675 SS&C TECHNOLOGIES HOLDIN

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 30, 2019 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Co

Q1 2019 GAAP revenue $1,137.2 million, up 169.5 percent, Fully Diluted GAAP Earnings Per Share $0.31, up 29.2 percent Adjusted revenue $1,150.0 million, up 164.7 percent, Adjusted Diluted Earnings Per Share $0.91, up 71.7 percent

EX-99.1 2 ssnc-ex9916.htm EX-99.1 Exhibit 99.1 Q1 2019 GAAP revenue $1,137.2 million, up 169.5 percent, Fully Diluted GAAP Earnings Per Share $0.31, up 29.2 percent Adjusted revenue $1,150.0 million, up 164.7 percent, Adjusted Diluted Earnings Per Share $0.91, up 71.7 percent WINDSOR, CT, April 30, 2019 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of investment

(d) The Registrant’s Definitive Proxy Statement filed with the Commission on April 5, 2019; and

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of

Indenture, dated as of March 28, 2019, among SS&C Technologies, Inc., SS&C Technologies Holdings, Inc., the other guarantors party thereto and Wilmington Trust, National Association, as trustee is incorporated by reference to Exhibit 4.1 to the Registrant’s Current Report on Form 8-K, filed on March 28, 2019 (File No. 001-34675)

Exhibit 4.1 INDENTURE 5.500% Senior Notes Due 2027 among SS&C TECHNOLOGIES, INC., as Issuer, SS&C TECHNOLOGIES HOLDINGS, INC., as a Guarantor, THE OTHER GUARANTORS PARTY HERETO and WILMINGTON TRUST, NATIONAL ASSOCIATION, as Trustee Dated March 28, 2019 TABLE OF CONTENTS Page ARTICLE I DEFINITIONS AND INCORPORATION BY REFERENCE 1 Section 1.01 Definitions 1 Section 1.02 Other Definitions 37 Section

Entry into a Material Definitive Agreement, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 28, 2019 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Co

Purchase Agreement, dated as of March 14, 2019, by and among SS&C Technologies Holdings, Inc., the guarantors named therein and the several initial purchasers named therein.

EX-1.01 Exhibit 1.01 $2,000,000,000 SS&C TECHNOLOGIES, INC. 5.500% SENIOR NOTES DUE 2027 PURCHASE AGREEMENT March 14, 2019 March 14, 2019 Morgan Stanley & Co. LLC As Representative of the Initial Purchasers 1585 Broadway New York, New York 10036 Ladies and Gentlemen: SS&C Technologies, Inc., a Delaware corporation and wholly-owned subsidiary of the Company (as defined herein) (the “Issuer”), propo

Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 14, 2019 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-34675 71-0987913 (State or other jurisdiction of incorporation)

SS&C Announces Pricing of $2.0 Billion of Senior Notes

EX-99.1 2 d719571dex991.htm EX-99.1 Exhibit 99.1 SS&C Announces Pricing of $2.0 Billion of Senior Notes WINDSOR, CT, March 14, 2019 (PR Newswire) SS&C Technologies Holdings, Inc. (the “Company” or “SS&C”) (NASDAQ: SSNC), a global provider of investment and financial software-enabled services and software, today announced the pricing of its private placement offering of $2.0 billion in aggregate pr

Financial Statements and Exhibits, Other Events

8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 14, 2019 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-34675 71-0987913 (State or other jurisdiction of incorporation)

SS&C Announces Offering of $750 Million of Senior Notes

EX-99.1 Exhibit 99.1 SS&C Announces Offering of $750 Million of Senior Notes WINDSOR, CT, March 14, 2019 (PR Newswire) SS&C Technologies Holdings, Inc. (the “Company” or “SS&C”) (NASDAQ: SSNC), a global provider of investment and financial software-enabled services and software, today announced that it intends to offer $750 million in aggregate principal amount of senior notes due 2027 (the “Notes

Financial Statements and Exhibits, Other Events

8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 14, 2019 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-34675 71-0987913 (State or other jurisdiction of incorporation)

Current Report

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 8, 2019 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation) (Com

CALCULATION OF REGISTRATION FEE

Filed Pursuant to Rule 424(b)(7) Registration No. 333-228087 CALCULATION OF REGISTRATION FEE Title of each class of securities to be registered Amount to be registered(1) Proposed maximum offering price per share Proposed maximum aggregate offering price(1) Amount of registration fee(2) Common stock, par value $0.01 per share 198,242 $61.08 (1) $12,108,621.36 $1,467.57 (1) Estimated solely for the

Subsidiaries of the Registrant

Exhibit 21 NAME JURISDICTION OF ORGANIZATION Financial Models Company Ltd. New York SS&C Financial Services LLC Delaware SS&C Technologies Connecticut LLC Connecticut SS&C Technologies, Inc. Delaware Advent Software, Inc. Delaware Hub Data, Inc. Massachusetts Second Street Securities, Inc. Delaware Advent Software (Middle East) Limited United Arab Emirates Advent Software (Asia) Ltd. Hong Kong Adv

(a) The Registrant’s Annual Report on Form 10-K for the year ended December 31, 2018 (the “Annual Report”), as filed with the Commission on March 1, 2019;

Ul Hassan UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 Commission file number: 001-34675 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 71-0987913 (State or Other Jurisdiction of Inc

Q4 2018 GAAP revenue $1,111.0 million, up 153.4 percent, Fully Diluted GAAP Earnings Per Share $0.23, down 70.1 percent Adjusted revenue $1,132.8 million, up 157.8 percent, Adjusted Diluted Earnings Per Share $0.95, up 75.9 percent

Exhibit 99.1 Q4 2018 GAAP revenue $1,111.0 million, up 153.4 percent, Fully Diluted GAAP Earnings Per Share $0.23, down 70.1 percent Adjusted revenue $1,132.8 million, up 157.8 percent, Adjusted Diluted Earnings Per Share $0.95, up 75.9 percent WINDSOR, CT, February 14, 2019 (PR Newswire) SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of investment and financial software-enable

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 14, 2019 SS&C TECHNOLOGIES HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-34675 71-0987913 (State or Other Jurisdiction of Incorporation)

SSNC / SS&C Technologies Holdings, Inc. / Select Equity Group, L.P. - SCHEDULE 13G/A, #1 Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 1)* SS&C Technologies Holdings, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 78467J100 (CUSIP Number) December 31, 2018 (Date of Event Which Requires Filing of This Statement) Check the appropriate box to designate the rule pursuant to which this Sc

EXHIBIT 99.1

EXHIBIT 99.1 The identity and the Item 3 classification of the relevant subsidiary are: Select Equity Group, L.P., which is an Investment Adviser in accordance with Rule 13d-1(b)(1)(ii)(E).