Position in SAP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,509,507
-$190,608 QoQ
Shares Held
9,795
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#270
of 812 holders
Holding Since
Mar 2020
26 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, 2026WEATHERLY ASSET MANAGEMENT L. P. holds $9,527,189 across 5 Software - Application names. SAP ranks #3 (15.8% of the industry book) .
All Filings in SAP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,509,507 | 9,795 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,700,115 | 9,930 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,410,153 | 9,922 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,647,516 | 9,908 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,080,533 | 10,130 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,730,034 | 10,170 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,670,147 | 10,845 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,484,589 | 10,845 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,196,218 | 10,888 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,307,789 | 11,833 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,854,925 | 11,999 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,554,297 | 12,019 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,644,319 | 12,019 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,596,934 | 12,619 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,366,132 | 13,239 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,100,043 | 13,539 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,228,258 | 13,539 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,510,498 | 13,613 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,907,317 | 13,613 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,851,803 | 13,713 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,959,136 | 13,948 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,749,389 | 14,247 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,876,964 | 14,395 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,242,884 | 14,395 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,016,560 | 14,404 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,591,531 | 14,403 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||