Position in SAP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$395,138
+$65,388 QoQ
Shares Held
2,564
+33.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#461
of 812 holders
Holding Since
Mar 2023
14 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, 2026Foster Victor Wealth Advisors, LLC holds $60,610,620 across 8 Software - Application names. SAP ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
102,149 | $16,002,662 | |
| 2 | UBER |
Uber Technologies, Inc
|
214,725 | $15,494,556 | |
| 3 | SSNC |
SS&C Technologies Holdings Inc
|
181,209 | $11,244,018 | |
| 4 | NOW |
ServiceNow, Inc.
|
94,859 | $9,417,601 | |
| 5 | ADBE |
Adobe Inc.
|
35,049 | $7,185,745 | |
| 6 | PAYC |
Paycom Software, Inc.
|
5,348 | $672,136 | |
| 7 | SAP |
Sap SE
This page
|
2,564 | $395,138 | |
| 8 | SNOW |
Snowflake Inc.
|
781 | $198,764 |
All Filings in SAP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,138 | 2,564 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $329,750 | 1,926 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $526,143 | 2,166 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $419,786 | 1,571 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $398,066 | 1,309 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $362,394 | 1,350 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $354,296 | 1,439 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $370,683 | 1,618 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $283,200 | 1,404 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $274,797 | 1,409 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $217,817 | 1,409 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $236,526 | 1,829 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $260,486 | 1,904 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $234,370 | 1,852 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||