Position in SAP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$22,012,640
-$8,910,045 QoQ
Shares Held
128,571
+1.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.2086706955689852.ToString("F0")%
Shared 0.ToString("F0")%
None 98.79132930443102.ToString("F0")%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Derivatives in SAP
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$1,095,561
PutShares
4,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026Creative Planning holds $742,408,889 across 109 Software - Application names. SAP ranks #11 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
384,586 | $71,790,668 | |
| 2 | NOW |
ServiceNow, Inc.
|
529,490 | $55,358,179 | |
| 3 | SHOP |
Shopify Inc.
|
440,326 | $52,231,469 | |
| 4 | INTU |
Intuit Inc.
|
92,850 | $40,146,482 | |
| 5 | ADBE |
Adobe Inc.
|
152,209 | $36,998,963 | |
| 6 | SNOW |
Snowflake Inc.
|
237,364 | $35,799,238 | |
| 7 | UBER |
Uber Technologies, Inc
|
474,134 | $34,104,457 | |
| 8 | BSY |
Bentley Systems Inc
|
882,370 | $30,988,833 |
All Filings in SAP
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,012,640 | 128,571 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $30,922,685 | 127,301 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,095,561 | 4,100 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $34,230,936 | 128,105 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,246,810 | 4,100 | Put | Sole | 2025-08-08 | |
| 2025-06-30 | $38,537,072 | 126,725 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $30,711,951 | 114,409 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $25,848,356 | 104,985 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $21,863,928 | 95,434 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $201,710 | 1,000 | Put | Sole | 2024-08-15 | |
| 2024-06-30 | $16,396,595 | 81,288 | Shares | Defined | 2024-08-15 | |
| 2024-06-30 | $121,026 | 600 | Call | Sole | 2024-08-15 | |
| 2024-03-31 | $15,021,989 | 77,024 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,749,570 | 69,536 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $25,864 | 200 | Call | Sole | 2023-11-16 | |
| 2023-09-30 | $8,276,867 | 64,003 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $68,405 | 500 | Call | Sole | 2023-07-21 | |
| 2023-06-30 | $8,138,689 | 59,489 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $6,916,715 | 54,656 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,559,670 | 53,878 | Shares | Sole | 2023-02-10 | |
| 2022-12-31 | $61,914 | 600 | Call | Sole | 2023-02-10 | |
| 2022-09-30 | $48,750 | 600 | Call | Sole | 2022-11-03 | |
| 2022-09-30 | $3,795,675 | 46,716 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,585,526 | 39,523 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,410,660 | 39,750 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $33,288 | 300 | Call | Sole | 2022-05-16 | |
| 2021-12-31 | $4,601,212 | 32,840 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,144,184 | 45,499 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,854,999 | 34,565 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,817,790 | 47,380 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $8,072,966 | 61,914 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,035,334 | 19,481 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,231,460 | 15,939 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,784,906 | 16,153 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||