Position in SAP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$41,301
-$24,957 QoQ
Shares Held
268
-30.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#630
of 812 holders
Holding Since
Sep 2024
8 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, 2026Clearstead Trust, LLC holds $6,126,741 across 21 Software - Application names. SAP ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
14,838 | $3,322,970 | |
| 2 | UBER |
Uber Technologies, Inc
|
16,767 | $1,209,906 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,986 | $745,385 | |
| 4 | CRM |
Salesforce, Inc.
|
1,953 | $305,956 | |
| 5 | INTU |
Intuit Inc.
|
982 | $256,302 | |
| 6 | FICO |
Fair Isaac Corp
|
84 | $100,361 | |
| 7 | SAP |
Sap SE
This page
|
268 | $41,301 | |
| 8 | ADSK |
Autodesk, Inc.
|
203 | $39,467 |
All Filings in SAP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,301 | 268 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $66,258 | 387 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $94,006 | 387 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $121,313 | 454 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $101,873 | 335 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $71,941 | 268 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $65,984 | 268 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $61,398 | 268 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||