Position in SAP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$25,428
+$9,848 QoQ
Shares Held
165
+81.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#661
of 812 holders
Holding Since
Dec 2024
7 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, 2026Winch Advisory Services, LLC holds $3,332,007 across 12 Software - Application names. SAP ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
12,969 | $2,031,723 | |
| 2 | ADBE |
Adobe Inc.
|
4,851 | $994,552 | |
| 3 | ROP |
Roper Technologies Inc
|
757 | $256,161 | |
| 4 | SAP |
Sap SE
This page
|
165 | $25,428 | |
| 5 | UBER |
Uber Technologies, Inc
|
125 | $9,020 | |
| 6 | SHOP |
Shopify Inc.
|
29 | $3,311 | |
| 7 | NOW |
ServiceNow, Inc.
|
30 | $2,978 | |
| 8 | ADP |
Automatic Data Processing Inc
|
12 | $2,687 |
All Filings in SAP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,428 | 165 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $15,580 | 91 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $22,104 | 91 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $24,316 | 91 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,673 | 91 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $24,159 | 90 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $22,158 | 90 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||