Position in SAP
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$292,426
-$122,464 QoQ
Shares Held
1,708
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Joel Isaacson & Co., LLC holds $5,253,553 across 8 Software - Application names. SAP ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
14,815 | $1,065,642 | |
| 2 | CRM |
Salesforce, Inc.
|
5,526 | $1,031,538 | |
| 3 | ADSK |
Autodesk, Inc.
|
3,894 | $932,223 | |
| 4 | ADP |
Automatic Data Processing Inc
|
4,358 | $885,458 | |
| 5 | LSPD |
Lightspeed Commerce Inc.
|
69,286 | $620,802 | |
| 6 | SAP |
Sap SE
This page
|
1,708 | $292,426 | |
| 7 | ADBE |
Adobe Inc.
|
903 | $219,501 | |
| 8 | NOW |
ServiceNow, Inc.
|
1,970 | $205,963 |
All Filings in SAP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $292,426 | 1,708 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $414,890 | 1,708 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $456,394 | 1,708 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $519,402 | 1,708 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $458,495 | 1,708 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $264,429 | 1,074 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $246,053 | 1,074 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $216,636 | 1,074 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||