SAP SE
Held by 18 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 803054204 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
In plain English: 18 of the investors we track own this stock. In the latest quarter, 10 of them bought more of it and 7 sold some or all of theirs (2 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Managers holding
18
+1 vs last quarter (like-for-like)
Total value held
$3.47B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.5%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
-$323.32M
-8.5% vs last quarter
Net shares bought
+359.9K
Est. net flow +$55.17M
Quarter activity
10 bought · 7 sold
2 new · 1 sold out
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns SAP?
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Who owns SAP? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
Column filters
| # | Manager | Fund | Shares | Value ↓ | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ken Fisher | Fisher Asset Management | 14.93M | $2.30B | 0.7% | Added | +397.0K | +2.7% | +$61.18M |
| 2 | Hotchkis & Wiley | Hotchkis & Wiley Capital Management | 2.51M | $386.65M | 1.1% | Added | +2.3M | +878.1% | +$347.12M |
| 4 | Ruane Cunniff & Goldfarb | Sequoia Fund adviser | 1.24M | $190.56M | 3.0% | Added | +486.6K | +64.9% | +$75.00M |
| 5 | Causeway | Causeway Capital Management | 629.80K | $97.06M | 1.1% | Added | +173.8K | +38.1% | +$26.78M |
| 6 | Charles Brandes | Brandes Investment Partners | 614.01K | $94.63M | 0.7% | Added | +148.2K | +31.8% | +$22.85M |
| 8 | Tom Marsico | Marsico Capital Management | 186.26K | $28.70M | 0.7% | Added | +61.0K | +48.6% | +$9.39M |
| 9 | Jeremy Grantham | GMO | 117.65K | $18.13M | 0.0% | Added | +16.7K | +16.5% | +$2.57M |
| 17 | Bill Nygren | Harris Associates (Oakmark Funds) | 1.67K | $257.83K | 0.0% | Added | +219 | +15.1% | +$33.75K |
Column filters
| Manager | Fund | Shares sold | Value last quarter ↓ |
|---|---|---|---|
| Select Equity Group | Select Equity Group | -15.4K | $2.64M |
Politician trades
Column filters
| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↑ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael T. McCaul Politician | Mar 25, 2024 | SAP | SAP SE scanned | Sale | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | — | — | Apr 16, 2024 | 22 days | PTR ↗ |
| Michael T. McCaul Politician | Apr 29, 2024 | SAP | SAP SE scanned | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | — | — | May 11, 2024 | 12 days | PTR ↗ |
| Michael T. McCaul Politician | Apr 29, 2024 | SAP | SAP SE scanned | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | — | — | May 11, 2024 | 12 days | PTR ↗ |
| Josh Gottheimer Politician | Jun 21, 2024 | SAP | SAP SE ADS (SAP) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | — | Jul 9, 2024 | 18 days | PTR ↗ |
| Josh Gottheimer Politician | Sep 6, 2024 | SAP | SAP SE ADS (SAP) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | — | Oct 3, 2024 | 27 days | PTR ↗ |
| Josh Gottheimer Politician | Sep 5, 2024 | SAP | SAP SE ADS (SAP) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | — | Oct 3, 2024 | 28 days | PTR ↗ |
| Michael T. McCaul Politician | Jan 30, 2025 | SAP | SAP SE scanned | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Feb 11, 2025 | 12 days | PTR ↗ |
| Michael T. McCaul Politician | Jan 31, 2025 | SAP | SAP SE scanned | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Feb 11, 2025 | 11 days | PTR ↗ |
| Michael T. McCaul Politician | Jan 9, 2025 | SAP | SAP SE scanned | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | — | Feb 11, 2025 | 33 days | PTR ↗ |
| Bruce Westerman Politician | Mar 3, 2025 | SAP | SAP SE ADS (SAP) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Apr 16, 2025 | 44 days | PTR ↗ |
| Bruce Westerman Politician | Mar 20, 2025 | SAP | SAP SE ADS (SAP) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Apr 16, 2025 | 27 days | PTR ↗ |
| Bruce Westerman Politician | Apr 21, 2025 | SAP | SAP SE ADS (SAP) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | May 12, 2025 | 21 days | PTR ↗ |
| Josh Gottheimer Politician | Apr 9, 2025 | SAP | SAP SE ADS (SAP) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | — | May 14, 2025 | 35 days | PTR ↗ |
| Lisa McClain Politician | Jun 10, 2025 | SAP | SAP SE ADS (SAP) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Aug 13, 2025 | 64 days Late | PTR ↗ |
| Lisa McClain Politician | Jul 22, 2025 | SAP | SAP SE ADS (SAP) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Aug 13, 2025 | 22 days | PTR ↗ |
| Lisa McClain Politician | Jul 16, 2025 | SAP | SAP SE ADS (SAP) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Aug 13, 2025 | 28 days | PTR ↗ |
| Lisa McClain Politician | Jun 9, 2025 | SAP | SAP SE ADS (SAP) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Aug 13, 2025 | 65 days Late | PTR ↗ |
| Val T. Hoyle Politician | Oct 29, 2024 | SAP | SAP SE ADS (SAP) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Sep 12, 2025 | 318 days Late | PTR ↗ |
| Lisa McClain Politician | Aug 4, 2025 | SAP | SAP SE ADS (SAP) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Sep 12, 2025 | 39 days | PTR ↗ |
| Lisa McClain Politician | Aug 13, 2025 | SAP | SAP SE ADS (SAP) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Sep 12, 2025 | 30 days | PTR ↗ |
| Val T. Hoyle Politician | Sep 23, 2025 | SAP | SAP SE ADS (SAP) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Oct 10, 2025 | 17 days | PTR ↗ |
| Lisa McClain Politician | Sep 25, 2025 | SAP | SAP SE ADS (SAP) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Oct 22, 2025 | 27 days | PTR ↗ |
| Gil Cisneros Politician | Oct 21, 2025 | SAP | SAP SE ADS (SAP) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Nov 18, 2025 | 28 days | PTR ↗ |
| Lisa McClain Politician | Oct 31, 2025 | SAP | SAP SE ADS (SAP) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Nov 21, 2025 | 21 days | PTR ↗ |
| Lisa McClain Politician | Oct 30, 2025 | SAP | SAP SE ADS (SAP) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | — | Nov 21, 2025 | 22 days | PTR ↗ |