Position in SAP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$851,598
-$835,654 QoQ
Shares Held
4,974
-28.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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, 2026Gibbs Wealth Management holds $17,300,039 across 14 Software - Application names. SAP ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
34,606 | $4,104,963 | |
| 2 | CRM |
Salesforce, Inc.
|
19,112 | $3,567,637 | |
| 3 | ADSK |
Autodesk, Inc.
|
7,276 | $1,741,874 | |
| 4 | NOW |
ServiceNow, Inc.
|
16,518 | $1,726,956 | |
| 5 | IDCC |
InterDigital, Inc.
|
4,987 | $1,506,074 | |
| 6 | SAP |
Sap SE
This page
|
4,974 | $851,598 | |
| 7 | CVLT |
Commvault Systems Inc
|
10,242 | $797,749 | |
| 8 | UBER |
Uber Technologies, Inc
|
10,687 | $768,715 |
All Filings in SAP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $851,598 | 4,974 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,687,252 | 6,946 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $2,329,002 | 8,716 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $3,349,053 | 11,013 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,707,485 | 10,086 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $2,618,689 | 10,636 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $2,093,974 | 9,140 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $1,681,051 | 8,334 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $1,216,402 | 6,237 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||