Position in SAP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,457,243
-$1,128,169 QoQ
Shares Held
20,193
+7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 1.0349608794691494.ToString("F0")%
Shared 0.ToString("F0")%
None 98.96503912053085.ToString("F0")%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026NewEdge Wealth, LLC holds $142,707,494 across 30 Software - Application names. SAP ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
222,098 | $41,459,033 | |
| 2 | NOW |
ServiceNow, Inc.
|
328,172 | $34,310,382 | |
| 3 | UBER |
Uber Technologies, Inc
|
269,613 | $19,393,263 | |
| 4 | SHOP |
Shopify Inc.
|
57,623 | $6,835,240 | |
| 5 | IDCC |
InterDigital, Inc.
|
13,783 | $4,162,466 | |
| 6 | SAP |
Sap SE
This page
|
20,193 | $3,457,243 | |
| 7 | ADBE |
Adobe Inc.
|
12,831 | $3,118,959 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
47,371 | $3,006,163 |
All Filings in SAP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,457,243 | 20,193 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,585,412 | 18,877 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,028,624 | 18,819 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,681,619 | 15,395 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,725,678 | 13,879 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,326,648 | 17,573 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,728,373 | 16,274 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,017,985 | 14,962 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,920,574 | 14,975 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,304,009 | 14,904 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,104,651 | 8,542 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,108,434 | 8,102 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,009,995 | 7,981 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $815,923 | 7,907 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $645,612 | 7,946 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $644,565 | 7,105 | Shares | Sole | 2022-08-09 | |
| 2021-09-30 | $298,708 | 2,212 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||