Sarah Ketterer's SAP Position Overview
Sarah Ketterer (via Causeway Capital Management LLC) currently holds 193,748 shares of SAP SE (SAP) worth $51.77 M, representing 0.68% 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, Sarah Ketterer has maintained a long-term strategic position in SAP, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2021, adding 97,441 shares. Largest reduction occurred in Q4 2023, reducing 70,349 shares.
Analysis based on 13F filings available since 2013 Q2
Sarah Ketterer's SAP SE (SAP) Holding Value Over Time
Track share changes against reported price movement
Quarterly SAP SE (SAP) Trades by Sarah Ketterer
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +26,904 | Add 0.00% | 26,903 | $72.82 |
| Q3 2013 | +4,902 | Add 18.22% | 31,805 | $73.92 |
| Q4 2013 | +75,984 | Add 238.91% | 107,789 | $87.14 |
| Q1 2014 | +16,360 | Add 15.18% | 124,149 | $81.31 |
| Q2 2014 | +72,747 | Add 58.60% | 196,896 | $78.49 |
| Q3 2014 | -33,977 | Reduce 17.26% | 162,919 | $72.16 |
| Q4 2014 | +162 | Add 0.10% | 163,081 | $69.65 |
| Q1 2015 | -11,614 | Reduce 7.12% | 151,467 | $72.17 |
| Q2 2015 | +20,527 | Add 13.55% | 171,994 | $70.23 |
| Q3 2015 | +19,631 | Add 11.41% | 191,625 | $64.79 |
| Q4 2015 | +3,967 | Add 2.07% | 195,592 | $79.10 |
| Q1 2016 | -32,060 | Reduce 16.39% | 163,532 | $78.62 |
| Q2 2016 | +1,387 | Add 0.85% | 164,919 | $75.02 |
| Q3 2016 | +1,720 | Add 1.04% | 166,639 | $91.41 |
| Q4 2016 | -9,090 | Reduce 5.45% | 157,549 | $84.22 |
| Q1 2017 | -8,342 | Reduce 5.29% | 149,207 | $98.17 |
| Q2 2017 | +7,089 | Add 4.75% | 156,296 | $104.67 |
| Q3 2017 | -2,954 | Reduce 1.89% | 153,342 | $109.65 |
| Q4 2017 | +8,422 | Add 5.49% | 161,764 | $112.36 |
| Q1 2018 | +27,798 | Add 17.18% | 189,562 | $105.16 |
| Q2 2018 | +5,210 | Add 2.75% | 194,772 | $115.66 |
| Q3 2018 | -17,638 | Reduce 9.06% | 177,134 | $123.00 |
| Q4 2018 | -177,134 | Sold Out | 177,134 | $0.00 |
| Q1 2019 | +222,749 | New Buy | 222,749 | $115.46 |
| Q2 2019 | +4,591 | Add 2.06% | 227,340 | $136.80 |
| Q3 2019 | -14,821 | Reduce 6.52% | 212,519 | $117.87 |
| Q4 2019 | -2,039 | Reduce 0.96% | 210,480 | $133.99 |
| Q1 2020 | -22,860 | Reduce 10.86% | 187,620 | $110.50 |
| Q2 2020 | -33,160 | Reduce 17.67% | 154,460 | $140.00 |
| Q3 2020 | -40,593 | Reduce 26.28% | 113,867 | $155.81 |
| Q4 2020 | -2,517 | Reduce 2.21% | 111,350 | $130.39 |
| Q1 2021 | +97,441 | Add 87.51% | 208,791 | $122.79 |
| Q2 2021 | +28,596 | Add 13.70% | 237,387 | $140.46 |
| Q3 2021 | -394 | Reduce 0.17% | 236,993 | $135.04 |
| Q4 2021 | +7,126 | Add 3.01% | 244,119 | $140.11 |
| Q1 2022 | +28,998 | Add 11.88% | 273,117 | $110.96 |
| Q2 2022 | +21,013 | Add 7.69% | 294,130 | $907.20 |
| Q3 2022 | -14,018 | Reduce 4.77% | 280,112 | $81.25 |
| Q4 2022 | -10,355 | Reduce 3.70% | 269,757 | $103.19 |
| Q1 2023 | +13,217 | Add 4.90% | 282,974 | $126.55 |
| Q2 2023 | -41,165 | Reduce 14.55% | 241,809 | $136.81 |
| Q3 2023 | +48,512 | Add 20.06% | 290,321 | $129.32 |
| Q4 2023 | -70,349 | Reduce 24.23% | 219,972 | $154.59 |
| Q1 2024 | -18,415 | Reduce 8.37% | 201,557 | $195.03 |
| Q2 2024 | +6,170 | Add 3.06% | 207,727 | $201.71 |
| Q3 2024 | -28,679 | Reduce 13.81% | 179,048 | $229.10 |
| Q4 2024 | -1,188 | Reduce 0.66% | 177,860 | $246.21 |
| Q1 2025 | -22,721 | Reduce 12.77% | 155,139 | $268.44 |
| Q2 2025 | -40,090 | Reduce 25.84% | 115,049 | $304.10 |
| Q3 2025 | +78,699 | Add 68.40% | 193,748 | $267.21 |
Sarah Ketterer's SAP SE Investment FAQs
Sarah Ketterer first purchased SAP SE (SAP) in Q2 2013, acquiring 26,903 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Sarah Ketterer has held SAP SE (SAP) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Sarah Ketterer's largest addition to SAP SE (SAP) was in Q1 2019, adding 222,749 shares worth $25.72 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Sarah Ketterer's firm, Causeway Capital Management LLC, owns 193,748 shares of SAP SE (SAP), valued at approximately $51.77 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 0.68% of Sarah Ketterer'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.
Sarah Ketterer's peak holding in SAP SE (SAP) was 294,130 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.