Frank Sands's SAP Position Overview
Frank Sands (via Sands Capital Management, LLC) currently holds 440,270 shares of SAP SE (SAP) worth $117.64 M, representing 0.32% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Frank Sands has maintained a long-term strategic position in SAP, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2025, adding 164,187 shares. Largest reduction occurred in Q3 2014, reducing 78,340 shares.
Analysis based on 13F filings available since 2013 Q2
Frank Sands's SAP SE (SAP) Holding Value Over Time
Track share changes against reported price movement
Quarterly SAP SE (SAP) Trades by Frank Sands
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +193,686 | Add 0.00% | 193,685 | $72.83 |
| Q3 2013 | -7,200 | Reduce 3.72% | 186,485 | $73.92 |
| Q4 2013 | -600 | Reduce 0.32% | 185,885 | $87.14 |
| Q1 2014 | -600 | Reduce 0.32% | 185,285 | $81.31 |
| Q2 2014 | +3,900 | Add 2.10% | 189,185 | $77.00 |
| Q3 2014 | -78,340 | Reduce 41.41% | 110,845 | $72.16 |
| Q4 2014 | -52,000 | Reduce 46.91% | 58,845 | $69.66 |
| Q1 2015 | -58,845 | Sold Out | 58,845 | $0.00 |
| Q1 2025 | +223,032 | New Buy | 223,032 | $268.44 |
| Q2 2025 | +66,354 | Add 29.75% | 289,386 | $304.10 |
| Q3 2025 | +150,884 | Add 52.14% | 440,270 | $267.21 |
Frank Sands's SAP SE Investment FAQs
Frank Sands first purchased SAP SE (SAP) in Q2 2013, acquiring 193,685 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Frank Sands has held SAP SE (SAP) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Frank Sands's largest addition to SAP SE (SAP) was in Q1 2025, adding 223,032 shares worth $59.87 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Frank Sands's firm, Sands Capital Management, LLC, owns 440,270 shares of SAP SE (SAP), valued at approximately $117.64 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, SAP SE (SAP) represents approximately 0.32% of Frank Sands's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Frank Sands's peak holding in SAP SE (SAP) was 440,270 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.