SAP SE (SAP)

Sector:Technology
Super Investor Stats:
Ownership count:5
Ownership rank:157
% of all portfolios:0.043%
Hold Price * :$171.21
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q1  2026
≡ Ruane Cunniff LP Add 1532.83% 703,982 2.00
≡ Christopher Davis - Davis Advisors Add 463.33% 261,075 0.21
≡ Sarah Ketterer - Causeway Capital Management Add 81.86% 205,257 0.43
≡ Bill Nygren - Oakmark Funds Buy 1,454 0.00
≡ Polen Capital Management Reduce 71.43% 166,658 0.20
Q4  2025
≡ Sarah Ketterer - Causeway Capital Management Add 29.42% 57,000 0.19
≡ Christopher Davis - Davis Advisors Add 20.43% 9,560 0.01
≡ Ruane Cunniff LP Reduce 0.16% 73 0.00
≡ Polen Capital Management Reduce 32.36% 111,620 0.11
Q3  2025
≡ Sarah Ketterer - Causeway Capital Management Add 68.40% 78,699 0.28
≡ Christopher Davis - Davis Advisors Add 0.04% 18 0.00
≡ Ruane Cunniff LP Buy 46,000 0.20
≡ Polen Capital Management Reduce 29.09% 141,519 0.12
Q2  2025
≡ Polen Capital Management Reduce 10.36% 56,228 0.05
≡ Sarah Ketterer - Causeway Capital Management Reduce 25.84% 40,090 0.19
≡ Christopher Davis - Davis Advisors Reduce 38.56% 29,357 0.05
Q1  2025
≡ Sarah Ketterer - Causeway Capital Management Reduce 12.77% 22,721 0.13
≡ Christopher Davis - Davis Advisors Reduce 21.91% 21,361 0.03
≡ Polen Capital Management Reduce 45.73% 457,245 0.39
Q4  2024
≡ Sarah Ketterer - Causeway Capital Management Reduce 0.66% 1,188 0.01
≡ Christopher Davis - Davis Advisors Reduce 1.88% 1,868 0.00
≡ Polen Capital Management Reduce 6.06% 64,471 0.04
Q3  2024
≡ Christopher Davis - Davis Advisors Add 0.55% 548 0.00
≡ Sarah Ketterer - Causeway Capital Management Reduce 13.81% 28,679 0.17
≡ Polen Capital Management Reduce 15.15% 190,114 0.11
Q2  2024
≡ Sarah Ketterer - Causeway Capital Management Add 3.06% 6,170 0.04
≡ Polen Capital Management Reduce 1.58% 20,197 0.01
≡ Christopher Davis - Davis Advisors Reduce 15.59% 18,245 0.02
Q1  2024
≡ Polen Capital Management Add 2.58% 32,032 0.01
≡ Sarah Ketterer - Causeway Capital Management Reduce 8.37% 18,415 0.10
≡ Christopher Davis - Davis Advisors Reduce 16.01% 22,315 0.02
Q4  2023
≡ Christopher Davis - Davis Advisors Reduce 1.10% 1,545 0.00
≡ Polen Capital Management Reduce 1.58% 19,980 0.01
≡ Sarah Ketterer - Causeway Capital Management Reduce 24.23% 70,349 0.29
Q3  2023
≡ Sarah Ketterer - Causeway Capital Management Add 20.06% 48,512 0.18
≡ Christopher Davis - Davis Advisors Add 0.01% 13 0.00
≡ Polen Capital Management Reduce 0.36% 4,585 0.00
Q2  2023
≡ Christopher Davis - Davis Advisors Reduce 0.83% 1,181 0.00
≡ Polen Capital Management Reduce 3.74% 49,293 0.02
≡ Sarah Ketterer - Causeway Capital Management Reduce 14.55% 41,165 0.16
Q1  2023
≡ Sarah Ketterer - Causeway Capital Management Add 4.90% 13,217 0.04
≡ Christopher Davis - Davis Advisors Reduce 0.53% 755 0.00
≡ Polen Capital Management Reduce 1.51% 20,146 0.01
Q4  2022
≡ Christopher Davis - Davis Advisors Add 27.41% 30,727 0.02
≡ Polen Capital Management Reduce 7.09% 102,059 0.03
Q3  2022
≡ Polen Capital Management Add 74.93% 616,301 0.14
≡ Christopher Davis - Davis Advisors Reduce 0.69% 784 0.00
Q2  2022
≡ Christopher Davis - Davis Advisors Reduce 0.32% 360 0.00
≡ Polen Capital Management Reduce 11.63% 108,213 0.03
Q1  2022
≡ Polen Capital Management Add 14.92% 120,804 0.03
≡ Christopher Davis - Davis Advisors Reduce 2.11% 2,436 0.00
Q4  2021
≡ Polen Capital Management Add 2.22% 17,594 0.00
≡ Christopher Davis - Davis Advisors Reduce 7.30% 9,108 0.01
Q3  2021
≡ Polen Capital Management Add 9.95% 71,717 0.02
≡ Christopher Davis - Davis Advisors Reduce 0.34% 429 0.00
Q2  2021
≡ Polen Capital Management Add 6.87% 46,344 0.01
≡ Christopher Davis - Davis Advisors Add 0.79% 985 0.00
Q1  2021
≡ Polen Capital Management Add 2.80% 18,370 0.01
≡ Christopher Davis - Davis Advisors Reduce 0.16% 196 0.00
Q4  2020
≡ Polen Capital Management Add 22.05% 118,506 0.04
≡ Christopher Davis - Davis Advisors Add 10.07% 11,388 0.01
Q3  2020
≡ Polen Capital Management Add 34.68% 138,359 0.06
≡ Christopher Davis - Davis Advisors Reduce 4.51% 5,342 0.00
Q2  2020
≡ Polen Capital Management Add 20.29% 67,300 0.03
≡ Christopher Davis - Davis Advisors Reduce 2.74% 3,338 0.00
Q1  2020
≡ Polen Capital Management Add 19.60% 54,349 0.03
≡ Christopher Davis - Davis Advisors Reduce 6.10% 7,912 0.01
Q4  2019
≡ Polen Capital Management Add 20.22% 46,636 0.03
Q3  2019
≡ Polen Capital Management Add 52.77% 79,687 0.04
Q2  2019
≡ Polen Capital Management Add 36.76% 40,588 0.03
Q1  2010
≡ Thomas Gayner - Markel Group Sell 100.00% 97,500 0.32
Q3  2008
≡ Thomas Gayner - Markel Group Add 59.05% 36,200 0.13
Q2  2008
≡ Thomas Gayner - Markel Group Add 104.33% 31,300 0.11
Q1  2008
≡ Thomas Gayner - Markel Group Buy 30,000 0.08

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.