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 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.6 B.
Top institutional holders include Ken Fisher and Sarah Ketterer.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $52.99 M net inflow during the quarter.
Recent activity highlights Chris Davis who increased their stake by 463.3%. Conversely, Paul Tudor Jones reduced exposure by 45.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for SAP SE (SAP)
Major holders include Ken Fisher ($2.49 B), Sarah Ketterer ($60.91 M), Chris Davis ($54.35 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 15.3 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $52.99 M, with 6 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited SAP. The total reported sell value was $16.9 M.
Yes, 0 managers opened new positions in SAP, and 6 increased their existing holdings. The total reported buy value was $69.89 M.
