Position in SAP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$519,658
-$56,463 QoQ
Shares Held
3,372
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#421
of 812 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Meridian Wealth Management, LLC holds $17,437,025 across 15 Software - Application names. SAP ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
38,767 | $4,426,416 | |
| 2 | CRM |
Salesforce, Inc.
|
27,336 | $4,282,457 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
6,437 | $2,415,934 | |
| 4 | FIG |
Figma, Inc.
|
126,832 | $2,294,390 | |
| 5 | UBER |
Uber Technologies, Inc
|
13,147 | $948,687 | |
| 6 | NOW |
ServiceNow, Inc.
|
6,822 | $677,288 | |
| 7 | SAP |
Sap SE
This page
|
3,372 | $519,658 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,688 | $378,027 |
All Filings in SAP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,658 | 3,372 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $576,121 | 3,365 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $853,828 | 3,515 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $928,554 | 3,475 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $444,594 | 1,462 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||