Jeremy Grantham's SAP Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 42,548 shares of SAP SE (SAP) worth $11.37 M, representing 0.03% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in SAP, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 13,312 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +1,559 | New Buy | 1,559 | $126.55 |
| Q2 2023 | -152 | Reduce 9.75% | 1,407 | $136.81 |
| Q3 2023 | +118 | Add 8.39% | 1,525 | $129.32 |
| Q4 2023 | +673 | Add 44.13% | 2,198 | $154.59 |
| Q1 2024 | +2,066 | Add 93.99% | 4,264 | $195.03 |
| Q3 2024 | +3,431 | Add 80.46% | 7,695 | $229.10 |
| Q4 2024 | +2,422 | Add 31.47% | 10,117 | $246.22 |
| Q1 2025 | +13,312 | Add 131.58% | 23,429 | $268.44 |
| Q2 2025 | +12,722 | Add 54.30% | 36,151 | $304.10 |
| Q3 2025 | +6,397 | Add 17.70% | 42,548 | $267.21 |
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 11 quarters since Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to SAP SE (SAP) was in Q1 2025, adding 23,429 shares worth $6.29 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 42,548 shares of SAP SE (SAP), valued at approximately $11.37 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 0.03% of Jeremy Grantham'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.
Jeremy Grantham's peak holding in SAP SE (SAP) was 42,548 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.