Jeremy Grantham's SAP Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 100,987 shares of SAP SE (SAP) worth $17.29 M, representing 0.04% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in SAP, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 33,901 shares. Largest reduction occurred in Q2 2023, reducing 152 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's SAP SE (SAP) Holding Value Over Time
Track share changes against reported price movement
Quarterly SAP SE (SAP) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +24,538 | Add 32.10% | 100,987 | $171.21 |
| Q4 2025 | +33,901 | Add 79.68% | 76,449 | $242.91 |
| Q3 2025 | +6,397 | Add 17.70% | 42,548 | $267.21 |
| Q2 2025 | +12,722 | Add 54.30% | 36,151 | $304.10 |
| Q1 2025 | +13,312 | Add 131.58% | 23,429 | $268.44 |
| Q4 2024 | +2,422 | Add 31.47% | 10,117 | $246.22 |
| Q3 2024 | +3,431 | Add 80.46% | 7,695 | $229.10 |
| Q1 2024 | +2,066 | Add 93.99% | 4,264 | $195.03 |
| Q4 2023 | +673 | Add 44.13% | 2,198 | $154.59 |
| Q3 2023 | +118 | Add 8.39% | 1,525 | $129.32 |
| Q2 2023 | -152 | Reduce 9.75% | 1,407 | $136.81 |
| Q1 2023 | +1,559 | New Buy | 1,559 | $126.55 |
Jeremy Grantham's SAP SE Investment FAQs
Jeremy Grantham first purchased SAP SE (SAP) in Q1 2023, acquiring 1,559 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held SAP SE (SAP) for 13 quarters since Q1 2023.
Jeremy Grantham's largest addition to SAP SE (SAP) was in Q4 2025, adding 76,449 shares worth $18.57 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 100,987 shares of SAP SE (SAP), valued at approximately $17.29 M.
As of the Q1 2026 filing, SAP SE (SAP) represents approximately 0.04% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in SAP SE (SAP) was 100,987 shares, as reported at the end of Q1 2026.