Ruane Cunniff's SAP Position Overview
Ruane Cunniff (via Ruane, Cunniff & Goldfarb L.P.) currently holds 749,909 shares of SAP SE (SAP) worth $128.39 M, representing 2.13% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 3 quarters.
Based on 13F filings, Ruane Cunniff has maintained this position in SAP for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 703,982 shares. Largest reduction occurred in Q4 2025, reducing 73 shares.
Analysis based on 13F filings available since 2013 Q2
Ruane Cunniff's SAP SE (SAP) Holding Value Over Time
Track share changes against reported price movement
Quarterly SAP SE (SAP) Trades by Ruane Cunniff
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +703,982 | Add 1532.83% | 749,909 | $171.21 |
| Q4 2025 | -73 | Reduce 0.16% | 45,927 | $242.91 |
| Q3 2025 | +46,000 | New Buy | 46,000 | $267.21 |
Ruane Cunniff's SAP SE Investment FAQs
Ruane Cunniff first purchased SAP SE (SAP) in Q3 2025, acquiring 46,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ruane Cunniff has held SAP SE (SAP) for 3 quarters since Q3 2025.
Ruane Cunniff's largest addition to SAP SE (SAP) was in Q1 2026, adding 749,909 shares worth $128.39 M.
According to the latest 13F filing for Q1 2026, Ruane Cunniff's firm, Ruane, Cunniff & Goldfarb L.P., owns 749,909 shares of SAP SE (SAP), valued at approximately $128.39 M.
As of the Q1 2026 filing, SAP SE (SAP) represents approximately 2.13% of Ruane Cunniff's publicly disclosed stock portfolio, making it one of their key holdings.
Ruane Cunniff's peak holding in SAP SE (SAP) was 749,909 shares, as reported at the end of Q1 2026.