Position in SAP
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$3,272,336
-$1,336,881 QoQ
Shares Held
19,113
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Naviter Wealth, LLC holds $9,412,574 across 7 Software - Application names. SAP ranks #1 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
This page
|
19,113 | $3,272,336 | |
| 2 | CRM |
Salesforce, Inc.
|
7,795 | $1,455,092 | |
| 3 | UBER |
Uber Technologies, Inc
|
19,760 | $1,421,336 | |
| 4 | INTU |
Intuit Inc.
|
2,890 | $1,249,578 | |
| 5 | ADBE |
Adobe Inc.
|
4,395 | $1,068,336 | |
| 6 | NOW |
ServiceNow, Inc.
|
9,030 | $944,086 | |
| 7 | CXAI |
CXApp Inc.
|
10,000 | $1,810 |
All Filings in SAP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,272,336 | 19,113 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $4,609,217 | 18,975 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,229,199 | 23,312 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,977,878 | 22,946 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,843,670 | 21,769 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,261,507 | 21,370 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,887,619 | 21,334 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,269,393 | 21,166 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,914,837 | 20,073 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,466,174 | 15,953 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,706,248 | 13,194 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,675,101 | 12,244 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,418,372 | 11,208 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,203,917 | 11,667 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $919,750 | 11,320 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $930,605 | 10,258 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||