Position in SAP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$893,683
-$257,361 QoQ
Shares Held
5,799
-13.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#335
of 815 holders
Holding Since
Mar 2020
26 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, 2026Pinnacle Wealth Planning Services, Inc. holds $7,820,349 across 83 Software - Application names. SAP ranks #1 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
This page
|
5,799 | $893,683 | |
| 2 | UBER |
Uber Technologies, Inc
|
9,896 | $714,095 | |
| 3 | NOW |
ServiceNow, Inc.
|
5,542 | $550,209 | |
| 4 | DDOG |
Datadog, Inc.
|
1,894 | $493,121 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,239 | $465,021 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,542 | $345,330 | |
| 7 | SHOP |
Shopify Inc.
|
2,441 | $278,713 | |
| 8 | IDCC |
InterDigital, Inc.
|
943 | $266,991 |
All Filings in SAP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $893,683 | 5,799 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,151,044 | 6,723 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,464,504 | 6,029 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,638,264 | 6,131 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,772,294 | 5,828 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,636,141 | 6,095 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,474,059 | 5,987 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $1,469,676 | 6,415 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,362,551 | 6,755 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,311,966 | 6,727 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,071,463 | 6,931 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,008,308 | 7,797 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,046,322 | 7,648 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,058,083 | 8,361 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $868,756 | 8,419 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $206,862 | 2,546 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $419,307 | 4,622 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $398,568 | 3,592 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $802,689 | 5,729 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $728,405 | 5,394 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $663,252 | 4,722 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $556,852 | 4,535 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $407,728 | 3,127 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $436,267 | 2,800 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $435,540 | 3,111 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $383,434 | 3,470 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||