Position in SAP
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$36,550,253
-$10,442,629 QoQ
Shares Held
213,482
+10.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 1.0755005105816884.ToString("F0")%
Shared 0.ToString("F0")%
None 98.92449948941831.ToString("F0")%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026NewEdge Advisors, LLC holds $183,872,631 across 77 Software - Application names. SAP ranks #1 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
This page
|
213,482 | $36,550,253 | |
| 2 | ADP |
Automatic Data Processing Inc
|
102,024 | $20,729,236 | |
| 3 | UBER |
Uber Technologies, Inc
|
265,801 | $19,119,065 | |
| 4 | CRM |
Salesforce, Inc.
|
84,498 | $15,773,241 | |
| 5 | NOW |
ServiceNow, Inc.
|
135,683 | $14,185,657 | |
| 6 | INTU |
Intuit Inc.
|
26,280 | $11,362,946 | |
| 7 | SHOP |
Shopify Inc.
|
88,957 | $10,552,079 | |
| 8 | ADSK |
Autodesk, Inc.
|
41,069 | $9,831,918 |
All Filings in SAP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,550,253 | 213,482 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $46,992,882 | 193,458 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $50,484,786 | 188,933 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $57,622,388 | 189,485 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $51,662,083 | 192,453 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $49,750,177 | 202,064 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $45,535,228 | 198,757 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $39,933,738 | 197,976 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $35,568,011 | 182,372 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $25,681,418 | 166,126 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $370,113 | 2,862 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $24,078 | 176 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $231,080 | 1,826 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $201,839 | 1,956 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||