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 Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.58 B.
Top institutional holders include Ken Fisher and Ruane Cunniff.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $149.42 M net inflow during the quarter.
Recent activity highlights Ruane Cunniff who dramatically increased their stake. Conversely, Joel Greenblatt reduced exposure by 4.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for SAP SE (SAP)
Major holders include Ken Fisher ($2.49 B), Ruane Cunniff ($128.39 M), Sarah Ketterer ($78.07 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 16.66 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $149.42 M, with 8 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited SAP. The total reported sell value was $129.04 M.
Yes, 2 managers opened new positions in SAP, and 6 increased their existing holdings. The total reported buy value was $278.46 M.
