Public filings / SAP on Yahoo Finance (opens in a new tab)
SAP: insider buying, 13F holders, analyst moves
SAP Se
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SEC Form 13F · Q2 2026
6 of our 100 managers hold SAP
Combined reported value $2.30B; 1 sold out since Q1 2026.
Holders among our 100 managers: 5 in Q3 2023, 6 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| Eagle Capital | $1.33B | 4.07% | Added |
| Windacre | $678.0M | 6.70% | Added |
| Ruane, Cunniff & Goldfarb | $190.6M | 2.96% | Added |
| First Pacific Advisors | $85.6M | 1.06% | New |
| Davis Selected Advisers | $9.3M | 0.04% | Trimmed |
| Polen Capital | $4.4M | 0.04% | Trimmed |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.
