Position in SAP
as of Sep 30, 2026
· filed Oct 2, 2026
Position Value
$29,812
+$7,775 QoQ
Shares Held
143
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 11 holders
Holding Since
Dec 2025
4 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 Sep 30, 2026GoalVest Advisory LLC holds $643,839 across 25 Software - Application names. SAP ranks #8 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
816 | $187,329 | |
| 2 | PAYX |
Paychex Inc
|
1,116 | $109,926 | |
| 3 | SHOP |
Shopify Inc.
|
347 | $51,460 | |
| 4 | SNOW |
Snowflake Inc.
|
135 | $45,840 | |
| 5 | ADP |
Automatic Data Processing Inc
|
167 | $43,096 | |
| 6 | NOW |
ServiceNow, Inc.
|
290 | $38,862 | |
| 7 | ADBE |
Adobe Inc.
|
131 | $31,432 | |
| 8 | SAP |
Sap SE
This page
|
143 | $29,812 |
All Filings in SAP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $29,812 | 143 | Shares | Sole | 2026-10-02 | |
| 2026-06-30 | $22,037 | 143 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $24,483 | 143 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $34,736 | 143 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||