Position in SAP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,376,357
-$1,412,491 QoQ
Shares Held
8,039
-30.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Compound Planning, Inc. holds $44,824,958 across 31 Software - Application names. SAP ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIG |
Figma, Inc.
|
879,216 | $18,586,626 | |
| 2 | SHOP |
Shopify Inc.
|
32,249 | $3,825,376 | |
| 3 | UBER |
Uber Technologies, Inc
|
46,361 | $3,334,745 | |
| 4 | CRM |
Salesforce, Inc.
|
13,855 | $2,586,312 | |
| 5 | NOW |
ServiceNow, Inc.
|
18,996 | $1,986,031 | |
| 6 | INTU |
Intuit Inc.
|
4,081 | $1,764,542 | |
| 7 | SAP |
Sap SE
This page
|
8,039 | $1,376,357 | |
| 8 | VIA |
Via Transportation, Inc.
|
87,473 | $1,312,095 |
All Filings in SAP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,376,357 | 8,039 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,788,848 | 11,481 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $3,114,332 | 11,655 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,988,879 | 13,117 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,357,647 | 12,508 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,074,178 | 12,486 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,059,838 | 8,991 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,511,816 | 7,495 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,255,603 | 6,438 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $851,790 | 5,510 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||