Position in SAP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$655,738
+$302,875 QoQ
Shares Held
4,255
+106.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#373
of 812 holders
Holding Since
Jun 2021
21 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, 2026West Family Investments, Inc. holds $6,294,647 across 15 Software - Application names. SAP ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,051 | $683,271 | |
| 2 | SAP |
Sap SE
This page
|
4,255 | $655,738 | |
| 3 | INTU |
Intuit Inc.
|
2,211 | $577,071 | |
| 4 | SSNC |
SS&C Technologies Holdings Inc
|
8,971 | $556,650 | |
| 5 | SHOP |
Shopify Inc.
|
4,378 | $499,880 | |
| 6 | SNOW |
Snowflake Inc.
|
1,870 | $475,915 | |
| 7 | UBER |
Uber Technologies, Inc
|
6,062 | $437,433 | |
| 8 | NOW |
ServiceNow, Inc.
|
4,202 | $417,174 |
All Filings in SAP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,738 | 4,255 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $352,863 | 2,061 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,730,976 | 7,126 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,741,140 | 6,516 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,096,161 | 6,893 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $546,006 | 2,034 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,512,714 | 6,144 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,422,940 | 6,211 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,189,282 | 5,896 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,149,896 | 5,896 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $872,042 | 5,641 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $729,494 | 5,641 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $771,745 | 5,641 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $722,094 | 5,706 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $588,802 | 5,706 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $446,387 | 5,494 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $538,786 | 5,939 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $380,481 | 3,429 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $488,563 | 3,487 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $569,193 | 4,215 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $534,871 | 3,808 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||