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 Q4 2025 it was held by 4 managers with an aggregate reported value of $142.43M, which is 0.01% of the combined portfolio.
As of Q4 2025, 4 tracked institutional managers held SAP (SAP SE) with an aggregate reported value of $142.43M — 0.01% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2025
- Ticker
- SAP
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Sarah Ketterer - Causeway Capital Management | 0.84% | Add +29.4% | 250,748 | $60.91M |
| 2 | Polen Capital Management - Polen Capital Management | 0.24% | Reduce -32.4% | 233,332 | $56.68M |
| 3 | Christopher Davis - Davis Advisors | 0.06% | Add +20.4% | 56,347 | $13.69M |
| 4 | Ruane Cunniff LP - Ruane Cunniff LP | 0.17% | Reduce -0.2% | 45,927 | $11.16M |
Loading holder history for SAP…