Henshaw Capital LLC

Position in SAP — Sap SE

CIK 2131483 WOBURN, MA

Position in SAP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,071,680

+$187,894 QoQ

Shares Held

6,954

+34.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#313

of 812 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Henshaw Capital LLC holds $112,781,325 across 9 Software - Application names. SAP ranks #6 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	198,912	$44,546,342
2	CRM	Salesforce, Inc.	216,000	$33,838,560
3	CDNS	Cadence Design Systems Inc	70,500	$26,460,060
4	MANH	Manhattan Associates Inc	17,316	$2,411,253
5	TYL	Tyler Technologies Inc	6,673	$1,951,585
6	SAP	Sap SE This page	6,954	$1,071,680
7	BLKB	Blackbaud Inc	33,634	$996,239
8	BSY	Bentley Systems Inc	28,227	$843,705

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,071,680	6,954	+34.7%	Shares	Sole	2026-08-12
2026-03-31	$883,786	5,162	+78.7%	Shares	Sole	2026-05-28
2025-12-31	$701,524	2,888	0.0%	Shares	Sole	2026-05-28
2025-09-30	$771,702	2,888	-61.2%	Shares	Sole	2026-05-28
2025-06-30	$2,261,895	7,438	+4.7%	Shares	Sole	2026-05-28
2025-03-31	$1,906,192	7,101	+68.7%	Shares	Sole	2026-05-28
2024-12-31	$1,036,297	4,209	-17.8%	Shares	Sole	2026-05-28
2024-09-30	$1,173,221	5,121	+194.5%	Shares	Sole	2026-05-28
2024-06-30	$350,773	1,739	+36.2%	Shares	Sole	2026-05-28
2024-03-31	$249,053	1,277	-49.4%	Shares	Sole	2026-05-28
2020-12-31	$329,104	2,524	0.0%	Shares	Sole	2026-05-28
2020-09-30	$393,264	2,524	-10.2%	Shares	Sole	2026-05-28
2020-06-30	$393,540	2,811	-27.8%	Shares	Sole	2026-05-28
2020-03-31	$430,397	3,895	—	Shares	Sole	2026-05-28
No filing history on record for this holder in this stock.