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 Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.08 B.
Top institutional holders include Ken Fisher and Frank Sands.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $194.19 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 1.41% | Add 2.8% | 14,549,331 | $3.89 B | Q3 2025 | |
| 0.32% | Add 52.1% | 440,270 | $117.64 M | Q3 2025 | |
| 0.68% | Add 68.4% | 193,748 | $51.77 M | Q3 2025 | |
| 0.02% | New Buy | 47,898 | $12.8 M | Q3 2025 | |
| 0.07% | Add 0.0% | 46,787 | $12.5 M | Q3 2025 | |
| 0.20% | New Buy | 46,000 | $12.29 M | Q3 2025 | |
| 0.03% | Add 17.7% | 42,548 | $11.37 M | Q3 2025 | |
| 0.01% | Add 9.4% | 36,159 | $9.66 M | Q3 2025 | |
| 0.00% | New Buy | 1,449 | $387,187 | Q3 2025 | |
| 0.00% | Add 2.0% | 874 | $233,542 | Q3 2025 | |
| 0.00% | New Buy | 246 | $65,734 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for SAP SE (SAP)
Major holders include Ken Fisher ($3.89 B), Frank Sands ($117.64 M), Sarah Ketterer ($51.77 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 15.41 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $194.19 M, with 11 managers increasing positions and 0 managers reducing holdings.
No tracked managers reduced or fully exited their positions in SAP during the most recent reporting period.
Yes, 4 managers opened new positions in SAP, and 7 increased their existing holdings. The total reported buy value was $194.19 M.