Position in SAP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$22,037
-$2,446 QoQ
Shares Held
143
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#672
of 812 holders
Holding Since
Dec 2025
3 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, 2026GoalVest Advisory LLC holds $449,332 across 11 Software - Application names. SAP ranks #8 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
813 | $127,364 | |
| 2 | PAYX |
Paychex Inc
|
1,227 | $120,650 | |
| 3 | SHOP |
Shopify Inc.
|
347 | $39,620 | |
| 4 | ADP |
Automatic Data Processing Inc
|
167 | $37,399 | |
| 5 | SNOW |
Snowflake Inc.
|
135 | $34,357 | |
| 6 | ADBE |
Adobe Inc.
|
162 | $33,213 | |
| 7 | NOW |
ServiceNow, Inc.
|
290 | $28,791 | |
| 8 | SAP |
Sap SE
This page
|
143 | $22,037 |
All Filings in SAP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||