SAP Stock Ownership Activity

SAP SE-SPONSORED ADR 13F holders

4 value investing gurus have made changes to the SAP SE-SPONSORED ADR (SAP) position according to the gurus' latest SEC quarterly report(s). The number of SAP shares has been increased by 3, decreased by 1 super investor(s).

Which gurus or hedge funds are buying SAP now?

According to the latest SEC filing(s) SAP SE-SPONSORED ADR (SAP) has been bought by 3 gurus: Ravenel Boykin Curry IV - Eagle Capital Management (added shares +89.42%), Sarah Ketterer - Causeway Capital Management (added shares +81.86%) and Ruane, Cunniff & Goldfarb - Sequoia Fund (added shares +434.83%).

To see more about who is investing in SAP SE-SPONSORED ADR (SAP), please go to the SAP ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2026 Q1 (4 results)
Ruane, Cunniff & Goldfarb
Sequoia Fund
+434.83%
+199,704
+1.05%
1.30%
Ravenel Boykin Curry IV
Eagle Capital Management
+89.42%
+3,705,173
+2.13%
4.51%
Sarah Ketterer
Causeway Capital Management
+81.86%
+205,257
+0.43%
0.96%
David M. Polen
Polen Capital Management
-71.43%
-166,658
-0.20%
0.08%
AVG reported price*: $171.21
2025 Q4 (4 results)
Ravenel Boykin Curry IV
Eagle Capital Management
+37.54%
+1,130,878
+0.86%
3.13%
Sarah Ketterer
Causeway Capital Management
+29.42%
+57,000
+0.19%
0.84%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-0.16%
-73
-0.00%
0.31%
David M. Polen
Polen Capital Management
-32.36%
-111,620
-0.12%
0.24%
AVG reported price*: $242.91
2025 Q3 (4 results)
Ruane, Cunniff & Goldfarb
Sequoia Fund
buy
+46,000
+0.33%
0.33%
Sarah Ketterer
Causeway Capital Management
+68.40%
+78,699
+0.28%
0.68%
Ravenel Boykin Curry IV
Eagle Capital Management
+0.16%
+4,772
+0.00%
2.56%
David M. Polen
Polen Capital Management
-29.09%
-141,519
-0.12%
0.30%
AVG reported price*: $267.21
2025 Q2 (3 results)
Ravenel Boykin Curry IV
Eagle Capital Management
-8.92%
-294,592
-0.30%
3.01%
David M. Polen
Polen Capital Management
-10.36%
-56,228
-0.05%
0.45%
Sarah Ketterer
Causeway Capital Management
-25.84%
-40,090
-0.19%
0.55%
AVG reported price*: $304.10
2025 Q1 (3 results)
Sarah Ketterer
Causeway Capital Management
-12.77%
-22,721
-0.13%
0.87%
Ravenel Boykin Curry IV
Eagle Capital Management
-27.99%
-1,283,910
-1.26%
3.23%
David M. Polen
Polen Capital Management
-45.73%
-457,245
-0.39%
0.46%
AVG reported price*: $268.44
2024 Q4 (3 results)
Ravenel Boykin Curry IV
Eagle Capital Management
-0.20%
-9,092
-0.01%
4.12%
Sarah Ketterer
Causeway Capital Management
-0.66%
-1,188
-0.01%
1.00%
David M. Polen
Polen Capital Management
-6.06%
-64,471
-0.04%
0.67%
AVG reported price*: $246.21
2024 Q3 (3 results)
Ravenel Boykin Curry IV
Eagle Capital Management
-1.02%
-47,374
-0.04%
3.91%
Sarah Ketterer
Causeway Capital Management
-13.81%
-28,679
-0.16%
1.01%
David M. Polen
Polen Capital Management
-15.15%
-190,114
-0.11%
0.63%
AVG reported price*: $229.10
2024 Q2 (3 results)
Ravenel Boykin Curry IV
Eagle Capital Management
+8.51%
+363,978
+0.27%
3.47%
Sarah Ketterer
Causeway Capital Management
+3.06%
+6,170
+0.03%
1.14%
David M. Polen
Polen Capital Management
-1.58%
-20,197
-0.01%
0.63%
AVG reported price*: $201.71
2024 Q1 (3 results)
David M. Polen
Polen Capital Management
+2.58%
+32,032
+0.01%
0.57%
Ravenel Boykin Curry IV
Eagle Capital Management
-3.56%
-157,954
-0.12%
3.23%
Sarah Ketterer
Causeway Capital Management
-8.37%
-18,415
-0.09%
1.03%
AVG reported price*: $195.03
2023 Q4 (3 results)
Ravenel Boykin Curry IV
Eagle Capital Management
+21.52%
+785,812
+0.52%
2.91%
David M. Polen
Polen Capital Management
-1.58%
-19,980
-0.01%
0.46%
Sarah Ketterer
Causeway Capital Management
-24.23%
-70,349
-0.28%
0.87%
AVG reported price*: $154.59
2023 Q3 (3 results)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+3,650,912
+2.19%
2.19%
Sarah Ketterer
Causeway Capital Management
+20.06%
+48,512
+0.17%
0.99%
David M. Polen
Polen Capital Management
-0.36%
-4,585
-0.00%
0.43%
AVG reported price*: $129.32
2023 Q2 (2 results)
David M. Polen
Polen Capital Management
-3.74%
-49,293
-0.02%
0.43%
Sarah Ketterer
Causeway Capital Management
-14.55%
-41,165
-0.15%
0.87%
AVG reported price*: $136.81
2023 Q1 (2 results)
Sarah Ketterer
Causeway Capital Management
+4.90%
+13,217
+0.04%
0.86%
David M. Polen
Polen Capital Management
-1.51%
-20,146
-0.01%
0.44%
AVG reported price*: $126.55
2022 Q4 (2 results)
Sarah Ketterer
Causeway Capital Management
-3.70%
-10,355
-0.03%
0.81%
David M. Polen
Polen Capital Management
-7.09%
-102,059
-0.03%
0.40%
AVG reported price*: $103.19
2022 Q3 (2 results)
David M. Polen
Polen Capital Management
+74.93%
+616,301
+0.14%
0.33%
Sarah Ketterer
Causeway Capital Management
-4.77%
-14,018
-0.03%
0.64%
AVG reported price*: $81.25
2022 Q2 (2 results)
Sarah Ketterer
Causeway Capital Management
+7.69%
+21,013
+0.48%
6.66%
David M. Polen
Polen Capital Management
-11.63%
-108,213
-0.03%
0.20%
AVG reported price*: $498.96
2022 Q1 (2 results)
David M. Polen
Polen Capital Management
+14.92%
+120,804
+0.03%
0.20%
Sarah Ketterer
Causeway Capital Management
+11.88%
+28,998
+0.08%
0.72%
AVG reported price*: $110.96
48 of 108

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.