Position in SAP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$854,690
-$22,416 QoQ
Shares Held
5,546
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#343
of 810 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $14,478,485 across 18 Software - Application names. SAP ranks #7 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
13,953 | $2,185,873 | |
| 2 | PAYX |
Paychex Inc
|
20,564 | $2,022,055 | |
| 3 | FICO |
Fair Isaac Corp
|
1,682 | $2,009,618 | |
| 4 | UBER |
Uber Technologies, Inc
|
21,339 | $1,539,820 | |
| 5 | ADP |
Automatic Data Processing Inc
|
6,462 | $1,447,162 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
2,339 | $877,872 | |
| 7 | SAP |
Sap SE
This page
|
5,546 | $854,690 | |
| 8 | MSTR |
Strategy Inc
|
8,403 | $730,471 |
All Filings in SAP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $854,690 | 5,546 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $877,106 | 5,123 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,241,509 | 5,111 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,336,049 | 5,000 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,552,731 | 5,106 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $1,251,733 | 4,663 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $292,742 | 1,189 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $276,980 | 1,209 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $247,496 | 1,227 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||