Position in SAP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,496,217
-$2,442,865 QoQ
Shares Held
48,642
-16.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#11
of 218 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EQUITABLE TRUST CO holds $55,275,053 across 10 Software - Application names. SAP ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
288,785 | $32,973,471 | |
| 2 | CRM |
Salesforce, Inc.
|
53,296 | $8,349,350 | |
| 3 | SAP |
Sap SE
This page
|
48,642 | $7,496,217 | |
| 4 | ADP |
Automatic Data Processing Inc
|
8,360 | $1,872,221 | |
| 5 | ASUR |
Asure Software Inc
|
212,730 | $1,689,076 | |
| 6 | NOW |
ServiceNow, Inc.
|
11,455 | $1,137,251 | |
| 7 | INTU |
Intuit Inc.
|
2,332 | $608,652 | |
| 8 | DJCO |
Daily Journal Corp
|
666 | $400,392 |
All Filings in SAP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,496,217 | 48,642 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $9,939,082 | 58,052 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,291,975 | 17,669 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,875,246 | 18,245 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,617,334 | 18,472 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,845,073 | 18,049 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,550,452 | 18,482 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $216,041 | 943 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $205,944 | 1,021 | Shares | Sole | 2024-07-31 | |
| 2022-06-30 | $294,386 | 3,245 | Shares | Defined | 2022-07-15 | |
| 2022-03-31 | $323,892 | 2,919 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $341,167 | 2,435 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $367,308 | 2,720 | Shares | Defined | 2021-10-26 | |
| 2021-06-30 | $381,348 | 2,715 | Shares | Defined | 2021-08-03 | |
| 2021-03-31 | $287,574 | 2,342 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $340,448 | 2,611 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $428,477 | 2,750 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $385,000 | 2,750 | Shares | Defined | 2020-08-18 | |
| 2020-03-31 | $253,266 | 2,292 | Shares | Defined | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||