SS&C Technologies Holdings (SSNC) Emerged from a Period of Transition

Janus Henderson Investors, an investment management company, released its “Janus Henderson Venture Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned -8.61% in the first quarter, compared to the Russell 2000 Growth Index’s -11.12% return. Stock selection in the consumer discretionary sector contributed to the fund’s relative performance in the quarter, while selection in healthcare detracted. Stocks declined in the quarter as the uncertainty over tariffs and other Trump administration policies dampened the optimism that had driven momentum in the fourth quarter of 2024. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its first-quarter 2025 investor letter, Janus Henderson Venture Fund highlighted stocks such as SS&C Technologies Holdings, Inc. (NASDAQ:SSNC). Headquartered in Windsor, Connecticut, SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) is a software products and software-enabled services provider to the financial and healthcare sectors. The one-month return of SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) was 4.49%, and its shares gained 33.38% of their value over the last 52 weeks. On July 1, 2025, SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) stock closed at $83.32 per share, with a market capitalization of $20.552 billion.

Janus Henderson Venture Fund stated the following regarding SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) in its Q1 2025 investor letter:

“SS&C Technologies Holdings, Inc. (NASDAQ:SSNC), another contributor, offers software supported services that help financial sector companies outsource middle- and back-office operations. The company has emerged from a period of transition after successfully integrating several acquisitions, migrating to a new technology platform, and rearchitecting its software offerings for the cloud. As a result, the company recently delivered its fastest pace of organic revenue growth in several years. We remain constructive on its business prospects, especially as it operates in a market niche that has historically been less affected by economic pressures.”

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SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 54 hedge fund portfolios held SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) at the end of the first quarter, which was 46 in the previous quarter. While we acknowledge the potential of SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains.

In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of SSNC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.