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
Polen Capital Management Reduce 71.43% 166,658 0.20
Q4  2025
Ruane Cunniff LP Reduce 0.16% 73 0.00
Polen Capital Management Reduce 32.36% 111,620 0.11
Q3  2025
Polen Capital Management Reduce 29.09% 141,519 0.12
Q2  2025
Christopher Davis - Davis Advisors Reduce 38.56% 29,357 0.05
Polen Capital Management Reduce 10.36% 56,228 0.05
Sarah Ketterer - Causeway Capital Management Reduce 25.84% 40,090 0.19
Q1  2025
Christopher Davis - Davis Advisors Reduce 21.91% 21,361 0.03
Sarah Ketterer - Causeway Capital Management Reduce 12.77% 22,721 0.13
Polen Capital Management Reduce 45.73% 457,245 0.39
Q4  2024
Christopher Davis - Davis Advisors Reduce 1.88% 1,868 0.00
Sarah Ketterer - Causeway Capital Management Reduce 0.66% 1,188 0.01
Polen Capital Management Reduce 6.06% 64,471 0.04
Q3  2024
Polen Capital Management Reduce 15.15% 190,114 0.11
Sarah Ketterer - Causeway Capital Management Reduce 13.81% 28,679 0.17
Q2  2024
Polen Capital Management Reduce 1.58% 20,197 0.01
Christopher Davis - Davis Advisors Reduce 15.59% 18,245 0.02
Q1  2024
Christopher Davis - Davis Advisors Reduce 16.01% 22,315 0.02
Sarah Ketterer - Causeway Capital Management Reduce 8.37% 18,415 0.10
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
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
Christopher Davis - Davis Advisors Reduce 0.53% 755 0.00
Polen Capital Management Reduce 1.51% 20,146 0.01
Q4  2022
Polen Capital Management Reduce 7.09% 102,059 0.03
Q3  2022
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
Christopher Davis - Davis Advisors Reduce 2.11% 2,436 0.00
Q4  2021
Christopher Davis - Davis Advisors Reduce 7.30% 9,108 0.01
Q3  2021
Christopher Davis - Davis Advisors Reduce 0.34% 429 0.00
Q1  2021
Christopher Davis - Davis Advisors Reduce 0.16% 196 0.00
Q3  2020
Christopher Davis - Davis Advisors Reduce 4.51% 5,342 0.00
Q2  2020
Christopher Davis - Davis Advisors Reduce 2.74% 3,338 0.00
Q1  2020
Christopher Davis - Davis Advisors Reduce 6.10% 7,912 0.01
Q1  2010
Thomas Gayner - Markel Group Sell 100.00% 97,500 0.32

* "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.