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All holdings

SAP

SAP

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
5
In their latest 13F (Q3 2026)
See who
Value held
$290m
Combined value at quarter end
Last quarter
3 bought
2 sold or trimmed
Fund portfolios
9
Funds holding it
See which
Price at Q2 ’26 end
$154.11
-10.0% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+13.6%Q3 ’24
+7.5%Q4 ’24
+9.0%Q1 ’25
+13.3%Q2 ’25
-12.1%Q3 ’25
-9.1%Q4 ’25
-29.5%Q1 ’26
-10.0%Q2 ’26
Q3 ’24: +13.6%; Q4 ’24: +7.5%; Q1 ’25: +9.0%; Q2 ’25: +13.3%; Q3 ’25: -12.1%; Q4 ’25: -9.1%; Q1 ’26: -29.5%; Q2 ’26: -10.0%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

2Q4 ’23
2Q1 ’24
2Q2 ’24
2Q3 ’24
2Q4 ’24
2Q1 ’25
2Q2 ’25
3Q3 ’25
3Q4 ’25
4Q1 ’26
5Q2 ’26
0Q3 ’26
Q4 ’23: 2; Q1 ’24: 2; Q2 ’24: 2; Q3 ’24: 2; Q4 ’24: 2; Q1 ’25: 2; Q2 ’25: 2; Q3 ’25: 3; Q4 ’25: 3; Q1 ’26: 4; Q2 ’26: 5; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes SAP.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding SAP
Ruane, Cunniff & Goldfarb (Sequoia)3.0%$191m$191mAdded +65%4 qtrs
First Pacific Advisors (FPA)1.1%$85.6m$85.6mNew1 qtr
Davis Selected Advisers0.0%$9.3m$9.3mTrimmed -81%53 qtrs
Polen Capital Management0.0%$4.4m$4.4mTrimmed -57%36 qtrs
Harris Associates (Oakmark)0.0%$258k$258kAdded +15%2 qtrs

Download the holders: CSV · JSON · Markdown

About the company

Sector
Technology · Services-Prepackaged Software
Financial year ends
31 December
Shares outstanding
1.23bn at 31 Dec 2025
SEC filings
Annual reports and other filings on EDGAR

In fund portfolios

US-registered funds run by these managers that hold SAP, from their latest N-PORT filings.

Funds holding SAP
Vulcan Value Partners FundVulcan Value Partners6.3%$14.4m31 Jul 2026
Sequoia FundRuane, Cunniff & Goldfarb (Sequoia)4.2%$151m30 Jun 2026
Davis International FundDavis Selected Advisers3.7%$10.1m31 Jul 2026
Polen International Growth FundPolen Capital Management3.5%$828k31 Jul 2026
Oakmark International FundHarris Associates (Oakmark)2.6%$324m30 Jun 2026
Davis Global FundDavis Selected Advisers2.3%$21.3m31 Jul 2026
Oakmark Global FundHarris Associates (Oakmark)1.8%$19.1m30 Jun 2026
Oakmark Global Select FundHarris Associates (Oakmark)1.4%$11.5m30 Jun 2026
FPA Crescent FundFirst Pacific Advisors (FPA)0.2%$21.1m30 Jun 2026