Position in SAP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$114,503
+$306 QoQ
Shares Held
743
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#597
of 812 holders
Holding Since
Dec 2022
11 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 Jun 30, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $2,224,969 across 19 Software - Application names. SAP ranks #8 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GRAB |
Grab Holdings Ltd
|
107,832 | $406,526 | |
| 2 | UBER |
Uber Technologies, Inc
|
4,478 | $323,132 | |
| 3 | ADSK |
Autodesk, Inc.
|
1,158 | $225,138 | |
| 4 | ESTC |
Elastic N.V.
|
3,853 | $219,698 | |
| 5 | DT |
Dynatrace, Inc.
|
4,565 | $200,449 | |
| 6 | PAR |
Par Technology Corp
|
9,473 | $165,019 | |
| 7 | TTAN |
ServiceTitan, Inc.
|
2,169 | $153,369 | |
| 8 | SAP |
Sap SE
This page
|
743 | $114,503 |
All Filings in SAP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,503 | 743 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $114,197 | 667 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $67,215 | 273 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $72,624 | 317 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $76,851 | 381 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $74,306 | 381 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $71,265 | 461 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $63,237 | 489 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $73,330 | 536 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $89,723 | 709 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $73,161 | 709 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||