SAP - SAP SE
This page shows which of the focused investors we track hold SAP and how their positions changed, so you can see how much conviction the group has in the stock.
In Q2 2026 it was held by 7 managers with an aggregate reported value of $388.26M, which is 0.03% of the combined portfolio.
As of Q2 2026, 7 tracked institutional managers held SAP (SAP SE) with an aggregate reported value of $388.26M — 0.03% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2026
- Ticker
- SAP
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Ruane Cunniff LP - Ruane Cunniff LP | 2.96% | Add +64.9% | 1,236,546 | $190.56M |
| 2 | Sarah Ketterer - Causeway Capital Management | 1.05% | Add +38.1% | 629,801 | $97.06M |
| 3 | First Pacific Advisors - First Pacific Advisors | 1.06% | New | 555,426 | $85.6M |
| 4 | Christopher Davis - Davis Advisors | 0.04% | Reduce -80.9% | 60,529 | $9.33M |
| 5 | Polen Capital Management - Polen Capital Management | 0.04% | Reduce -56.9% | 28,773 | $4.43M |
| 6 | Richard Pzena - Pzena Investment Management | 0.00% | New | 6,554 | $1.01M |
| 7 | Bill Nygren - Oakmark Funds | 0.00% | Add +15.1% | 1,673 | $257.83K |
Loading holder history for SAP…