Position in SAP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,050,413
-$5,781 QoQ
Shares Held
6,816
+10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#319
of 812 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026YHB Investment Advisors, Inc. holds $15,754,515 across 8 Software - Application names. SAP ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
56,350 | $5,594,428 | |
| 2 | INTU |
Intuit Inc.
|
19,359 | $5,052,699 | |
| 3 | PAYX |
Paychex Inc
|
16,271 | $1,599,927 | |
| 4 | SAP |
Sap SE
This page
|
6,816 | $1,050,413 | |
| 5 | WDAY |
Workday, Inc.
|
8,436 | $1,032,735 | |
| 6 | ADP |
Automatic Data Processing Inc
|
3,916 | $876,988 | |
| 7 | SHOP |
Shopify Inc.
|
2,734 | $312,168 | |
| 8 | ADBE |
Adobe Inc.
|
1,147 | $235,157 |
All Filings in SAP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,050,413 | 6,816 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,056,194 | 6,169 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $784,842 | 3,231 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $671,498 | 2,513 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $764,203 | 2,513 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $722,640 | 2,692 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $925,749 | 3,760 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $896,926 | 3,915 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $789,694 | 3,915 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $691,186 | 3,544 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $739,713 | 4,785 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $662,506 | 5,123 | Shares | Sole | 2023-10-23 | |
| No filing history on record for this holder in this stock. | ||||||