Position in SAP
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$17,368,398
-$8,460,951 QoQ
Shares Held
101,445
-4.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Obermeyer Wealth Partners holds $19,770,854 across 8 Software - Application names. SAP ranks #1 (87.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
This page
|
101,445 | $17,368,398 | |
| 2 | CRM |
Salesforce, Inc.
|
4,023 | $750,973 | |
| 3 | SHOP |
Shopify Inc.
|
2,878 | $341,388 | |
| 4 | ADBE |
Adobe Inc.
|
1,344 | $326,699 | |
| 5 | INTU |
Intuit Inc.
|
648 | $280,182 | |
| 6 | DOCU |
Docusign, Inc.
|
5,000 | $237,050 | |
| 7 | ADP |
Automatic Data Processing Inc
|
1,152 | $234,063 | |
| 8 | NOW |
ServiceNow, Inc.
|
2,220 | $232,101 |
All Filings in SAP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,368,398 | 101,445 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $25,829,349 | 106,333 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $28,713,050 | 107,455 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $32,929,164 | 108,284 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $28,648,990 | 106,724 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $26,607,914 | 108,070 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $24,884,612 | 108,619 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||