Position in SAP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$259,983
-$28,848 QoQ
Shares Held
1,687
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#531
of 812 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026High Note Wealth, LLC holds $4,042,048 across 30 Software - Application names. SAP ranks #2 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
45,793 | $3,304,422 | |
| 2 | SAP |
Sap SE
This page
|
1,687 | $259,983 | |
| 3 | CRM |
Salesforce, Inc.
|
1,488 | $233,110 | |
| 4 | ADP |
Automatic Data Processing Inc
|
163 | $36,503 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
75 | $28,149 | |
| 6 | NOW |
ServiceNow, Inc.
|
275 | $27,302 | |
| 7 | ADBE |
Adobe Inc.
|
109 | $22,347 | |
| 8 | DDOG |
Datadog, Inc.
|
68 | $17,704 |
All Filings in SAP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,983 | 1,687 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $288,831 | 1,687 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $409,789 | 1,687 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $450,783 | 1,687 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $496,595 | 1,633 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $438,362 | 1,633 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $421,019 | 1,710 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $391,761 | 1,710 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $344,117 | 1,706 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $341,692 | 1,752 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $270,841 | 1,752 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $226,568 | 1,752 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $233,397 | 1,706 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $215,894 | 1,706 | Shares | Sole | 2023-04-21 | |
| 2022-06-30 | $181,440 | 2,000 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $784,154 | 7,067 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $981,190 | 7,003 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $906,253 | 6,711 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $933,216 | 6,644 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $821,465 | 6,690 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $830,975 | 6,373 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||