Guru Ownership Trend
Guru Analysis for SAP SE (SAP)
SAP SE (SAP), a key player in the Technology sector, continues to attract institutional attention.
As of Q2 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.22 B.
Top institutional holders include Ken Fisher and HOTCHKIS & WILEY.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $536.71 M net inflow during the quarter.
Recent activity highlights HOTCHKIS & WILEY who increased their stake by 878.2%. Conversely, Chris Davis reduced exposure by 80.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for SAP SE (SAP)
Major holders include Ken Fisher ($2.3 B), HOTCHKIS & WILEY ($386.65 M), Ruane Cunniff ($190.56 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 20.16 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $536.71 M, with 8 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited SAP. The total reported sell value was $65.17 M.
Yes, 2 managers opened new positions in SAP, and 6 increased their existing holdings. The total reported buy value was $601.88 M.
