Ascentis Independent Advisors

Position in SAP — Sap SE

CIK 1845003 DALLAS, TX

Position in SAP

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$695,282

+$234,482 QoQ

Shares Held

4,061

+114.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Ascentis Independent Advisors holds $11,316,652 across 37 Software - Application names. SAP ranks #4 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	19,518	$3,643,421
2	UBER	Uber Technologies, Inc	30,918	$2,223,927
3	PAYX	Paychex Inc	11,155	$1,027,597
4	SAP	Sap SE This page	4,061	$695,282
5	SHOP	Shopify Inc.	4,756	$564,153
6	ADP	Automatic Data Processing Inc	2,453	$498,396
7	NOW	ServiceNow, Inc.	4,413	$461,374
8	INTU	Intuit Inc.	962	$415,946

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$695,282	4,061	+114.1%	Shares	Sole	2026-04-28
2025-12-31	$460,800	1,897	+2.7%	Shares	Sole	2026-01-29
2025-09-30	$493,804	1,848	-2.9%	Shares	Sole	2025-10-21
2025-06-30	$578,702	1,903	+6.3%	Shares	Sole	2025-07-14
2025-03-31	$480,776	1,791	-23.8%	Shares	Sole	2025-04-23
2024-12-31	$578,593	2,350	+2664.7%	Shares	Sole	2025-01-24
2024-09-30	$19,470	85	-96.9%	Shares	Sole	2024-10-29
2024-06-30	$547,239	2,713	-3.9%	Shares	Sole	2024-07-29
2023-12-31	$436,407	2,823	-3.6%	Shares	Sole	2024-02-02
2023-09-30	$378,648	2,928	+37.7%	Shares	Sole	2023-10-20
2023-06-30	$290,994	2,127	-40.8%	Shares	Sole	2023-07-19
2023-03-31	$454,567	3,592	—	Shares	Sole	2023-06-01
No filing history on record for this holder in this stock.