Financial Gravity Asset Management, Inc.

Position in SAP — Sap SE

CIK 1741736 Lakeway, TX

Position in SAP

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$41,775

-$5,349 QoQ

Shares Held

244

+25.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Financial Gravity Asset Management, Inc. holds $6,599,119 across 7 Software - Application names. SAP ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADSK	Autodesk, Inc.	9,753	$2,334,868
2	CRM	Salesforce, Inc.	11,245	$2,099,104
3	INTU	Intuit Inc.	4,809	$2,079,315
4	ESTC	Elastic N.V.	869	$43,441
5	SAP	Sap SE This page	244	$41,775
6	SHOP	Shopify Inc.	3	$355
7	NATL	NCR Atleos Corp	6	$261

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$41,775	244	+25.8%	Shares	Sole	2026-05-08
2025-12-31	$47,124	194	0.0%	Shares	Sole	2026-02-13
2025-09-30	$51,838	194	+68.7%	Shares	Sole	2025-11-14
2025-03-31	$30,870	115	—	Shares	Sole	2025-04-30
2024-03-31	$36	0	—	Shares	Sole	2024-06-26
2023-12-31	$47	0	—	Shares	Sole	2024-06-26
2023-09-30	$28	0	-100.0%	Shares	Sole	2023-11-16
2023-06-30	$18,742	137	+7.9%	Shares	Sole	2023-08-09
2023-03-31	$30	127	+23.3%	Shares	Sole	2023-05-12
2022-12-31	$10,628	103	-74.6%	Shares	Sole	2023-02-15
2022-09-30	$21,743	405	-82.2%	Shares	Sole	2022-11-03
2022-06-30	$191,865	2,275	-18.0%	Shares	Sole	2022-08-05
2022-03-31	$273,952	2,775	+230.4%	Shares	Sole	2022-05-13
2021-12-31	$43,230	840	—	Shares	Sole	2022-02-11
2021-09-30	$135,000	0	—	Shares	Sole	2021-11-12
2021-06-30	$140,000	0	—	Shares	Sole	2021-08-11
2021-03-31	$41,000	0	-100.0%	Shares	Sole	2021-05-17
2020-12-31	$1,825	14	-82.3%	Shares	Sole	2021-02-16
2020-03-31	$8,729	79	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.