SS&C Technologies Holdings, Inc. and Advent Software, Inc. v. D.E. Shaw & Co., L.P.

CourtDistrict Court, S.D. New York
DecidedFebruary 6, 2026
Docket1:23-cv-09158
StatusUnknown

This text of SS&C Technologies Holdings, Inc. and Advent Software, Inc. v. D.E. Shaw & Co., L.P. (SS&C Technologies Holdings, Inc. and Advent Software, Inc. v. D.E. Shaw & Co., L.P.) is published on Counsel Stack Legal Research, covering District Court, S.D. New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
SS&C Technologies Holdings, Inc. and Advent Software, Inc. v. D.E. Shaw & Co., L.P., (S.D.N.Y. 2026).

Opinion

UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF NEW YORK

SS&C TECHNOLOGIES HOLDINGS, INC. AND ADVENT SOFTWARE, INC.,

Plaintiffs, 23-CV-09158-TMR-OTW

v. OPINION & ORDER

D.E. SHAW & CO., L.P.,

Defendant.

Dated: February 6, 2026

Stephen Fishbein, John A. Nathanson, Christopher L. LaVigne, Eric S. Lucas and Benjamin Klebanoff, Allen Overy Shearman Sterling US LLP, of New York, N.Y., for plaintiffs SS&C Technologies Holdings, Inc. and Advent Software, Inc.

John M. Desmarais, Steven M. Balcof, Justin P.D. Wilcox and Marie E. Weisfeiler, Desmarais LLP, of New York, N.Y., Washington, D.C. and San Francisco, CA, for defendant D.E. Shaw & Co., L.P.

TIMOTHY M. REIF, Judge, United States Court of International Trade, Sitting by Designation:

SS&C Technologies Holdings, Inc. (“SS&C”) and Advent Software, Inc. (“Advent”) (collectively, “plaintiff”) bring the instant action against D.E. Shaw & Co., L.P. (“DESCO,” or “defendant”), alleging: (1) violation of the Defend Trade Secrets Act (“DTSA”), 18 U.S.C. § 1836 et seq.; (2) common law misappropriation of trade secrets; and (3) breach of contract. See Am. Compl. ¶¶ 86-114, ECF No. 32. Pursuant to Rule 12(c) of the Federal Rules of Civil Procedure (“FRCP”), defendant moves for judgment on the pleadings as to Counts I and II of the amended complaint. Not. of Def.’s Mot. for J. on the Pleadings (“Def. Mot.”), ECF No. 76; Mem. of Law in Supp. of Def.’s Mot. for J. on the Pleadings (“Def. Br.”), ECF No. 77; Reply Mem. of Law in Supp. of Def.’s Mot. for J. on the Pleadings (“Def.

Reply Br.”), ECF No. 97. For the reasons discussed below, the court grants defendant’s motion. BACKGROUND

I. Parties in the instant action

Plaintiff is a global business that provides specialized software and software- enabled services to the financial services industry. Am. Compl. ¶¶ 8, 14. Plaintiff has several subsidiaries and affiliates, including Advent, which SS&C acquired in 2015. Id. ¶ 9. Defendant is a large asset manager that manages a range of investments for its customers. Id. ¶ 15. II. Factual and procedural background

The court presumes familiarity with the facts as set out in SS&C Technologies Holdings, Inc. v. D.E. Shaw & Co., L.P. (“DESCO”), No. 23-CV-09158 (TMR), 2025 WL 1591012, at *1-3 (S.D.N.Y. June 5, 2025). On June 5, 2025, this Court granted in part and denied in part defendant’s motion to dismiss pursuant to FRCP 12(b)(6). See id. at *17. On July 17, 2025, defendant filed its answer to the amended complaint along with five counterclaims. See Def.’s Answer to Pls.’ Am. Compl., ECF No. 70; Def.’s Countercls. (“Countercls.”), ECF No. 70. On August 25, 2025, defendant moved for judgment on the pleadings as to Counts I and II of the amended complaint. See Def. Mot.; Def. Br. On September 22, 2025, plaintiff filed its response brief. See Mem. of Law in Opp’n to Def.’s Mot.

for J. on the Pleadings (“Pl. Br.”), ECF No. 90. On September 29, 2025, defendant filed its reply brief. See Def. Reply Br. STANDARD OF REVIEW

“After the pleadings are closed—but early enough not to delay trial—a party may move for judgment on the pleadings.” Fed. R. Civ. P. 12(c). “The standard for granting a Rule 12(c) motion for judgment on the pleadings is identical to that of a Rule 12(b)(6) motion for failure to state a claim.” Patel v. Contemp. Classics of Beverly Hills, 259 F.3d 123, 126 (2d Cir. 2001). Specifically, “the ‘complaint must contain sufficient factual matter, accepted as true, to state a claim to relief that is plausible on its face.’” 1-800 Contacts, Inc. v. JAND, Inc., 119 F.4th 234, 246 (2d Cir. 2024) (quoting Lively v. WAFRA Inv. Advisory Grp., Inc., 6 F.4th 293, 301 (2d Cir. 2021)); see also Ashcroft v. Iqbal, 556 U.S. 662, 678 (2009).

Courts “are not to give effect to a complaint’s assertions of law or legal conclusions couched as factual allegations; we are to accept well pleaded factual assertions as true; and we are to draw all reasonable factual inferences in favor of the plaintiff.” Lynch v. City of New York, 952 F.3d 67, 75-76 (2d Cir. 2020). For that reason, “[t]hreadbare recitals of the elements of a cause of action, supported by mere conclusory statements, do not suffice.” Iqbal, 556 U.S. at 678. DISCUSSION

I. Ripeness

The court concludes that the instant motion is procedurally proper. FRCP 12(c) states that “[a]fter the pleadings are closed . . . a party may move for judgment on the pleadings.” FRCP 7(a) lists the following as permissible pleadings: (1) a complaint; (2) an answer to a complaint; (3) an answer to a counterclaim designated as a counterclaim; (4) an answer to a crossclaim; (5) a third-party complaint; (6) an answer to a third-party complaint; and (7) if the court orders one, a reply to an answer. Plaintiff argues that defendant’s motion is premature because plaintiff had not yet filed an answer to the counterclaims when defendant filed the instant motion. Pl. Br. at 5-6. Plaintiff explains that a “motion for judgment on the pleadings may be considered only ‘[a]fter the pleadings are closed’” and that the

“Rules prescribe that permissible pleadings include ‘an answer to a counterclaim designated as a counterclaim.’” Id. at 5 (alteration in original) (quoting Fed. R. Civ. P. 12(c); id. 7(a)(3)). Defendant responds that its motion is ripe because the pertinent pleadings are closed. Def. Reply Br. at 1. Defendant explains that “when a Rule 12(c) motion is directed to claims for which the pleadings have closed, courts in this District and others interpret Rule 12(c) to require that only the pleadings pertinent to the

motion be closed.” Id. (citing Gilman v. Spitzer, 902 F. Supp. 2d 389, 394 n.3 (S.D.N.Y. 2012)). Defendant relies on Gilman for this proposition. In Gilman, the plaintiff asserted a defamation claim and the defendants asserted an anti-SLAPP1 counterclaim. Gilman, 902 F. Supp. 2d at 393-94. The plaintiff then moved to dismiss the anti-SLAPP counterclaim on the grounds that

the statute was inapplicable. See id. at 394. The defendants, “having filed their Answer and Counterclaim, move[d] for judgment on the pleadings pursuant to [FRCP] 12(c).” Id. The plaintiff argued that “the ‘pleadings’ [were] not ‘closed’ because Gilman ha[d] not filed an answer to Defendants’ counterclaim under the anti-SLAPP statute; instead, he . . . moved to dismiss that counterclaim.” Id. at 394 n.3. Like plaintiff here, the plaintiff in Gilman argued that the defendants’ motion

was “premature.” Id. The Court in Gilman reasoned that: The better interpretation of [FRCP 12

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SS&C Technologies Holdings, Inc. and Advent Software, Inc. v. D.E. Shaw & Co., L.P., Counsel Stack Legal Research, https://law.counselstack.com/opinion/ssc-technologies-holdings-inc-and-advent-software-inc-v-de-shaw-nysd-2026.