Position in SAP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$274,931
+$49,277 QoQ
Shares Held
1,784
+35.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#519
of 812 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $3,187,130 across 7 Software - Application names. SAP ranks #6 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
9,329 | $926,182 | |
| 2 | UBER |
Uber Technologies, Inc
|
8,717 | $629,017 | |
| 3 | SHOP |
Shopify Inc.
|
3,710 | $423,607 | |
| 4 | CRM |
Salesforce, Inc.
|
2,513 | $393,686 | |
| 5 | ADP |
Automatic Data Processing Inc
|
1,413 | $316,441 | |
| 6 | SAP |
Sap SE
This page
|
1,784 | $274,931 | |
| 7 | ADBE |
Adobe Inc.
|
1,089 | $223,266 |
All Filings in SAP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,931 | 1,784 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $225,654 | 1,318 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $456,669 | 1,880 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $539,229 | 2,018 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $639,521 | 2,103 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $723,981 | 2,697 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $730,505 | 2,967 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $700,816 | 3,059 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $611,181 | 3,030 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||