Position in SAP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$521,662
-$119,177 QoQ
Shares Held
3,385
-9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#417
of 813 holders
Holding Since
Jun 2023
13 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, 2026Modera Wealth Management, LLC holds $29,250,353 across 10 Software - Application names. SAP ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
85,489 | $19,145,261 | |
| 2 | CRM |
Salesforce, Inc.
|
21,567 | $3,378,686 | |
| 3 | ADBE |
Adobe Inc.
|
15,834 | $3,246,286 | |
| 4 | PAYC |
Paycom Software, Inc.
|
7,357 | $924,627 | |
| 5 | SNOW |
Snowflake Inc.
|
2,258 | $574,661 | |
| 6 | INTU |
Intuit Inc.
|
2,196 | $573,156 | |
| 7 | SAP |
Sap SE
This page
|
3,385 | $521,662 | |
| 8 | PAYX |
Paychex Inc
|
4,736 | $465,690 |
All Filings in SAP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,662 | 3,385 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $640,839 | 3,743 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $950,263 | 3,912 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,032,499 | 3,864 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,221,569 | 4,017 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,034,299 | 3,853 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $951,355 | 3,864 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $859,354 | 3,751 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $753,588 | 3,736 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $718,880 | 3,686 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $553,432 | 3,580 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $465,422 | 3,599 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $492,379 | 3,599 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||