Aperture Investors’s SAP SAP Stock Holding History

Aperture Investors’s Portfolio SAP Stock Details SAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3M	Hold	19,441	–	–	0.27%	65
2026 Q1	$3.33M	Hold	19,441	–	–	0.42%	54
2025 Q4	$4.72M	Hold	19,441	–	–	0.54%	48
2025 Q3	$5.19M	Buy	19,441 +1,538	+9%	+$433K	0.71%	40
2025 Q2	$5.44M	Hold	17,903	–	–	0.71%	44
2025 Q1	$4.81M	Hold	17,903	–	–	0.61%	47
2024 Q4	$4.41M	Hold	17,903	–	–	0.55%	49
2024 Q3	$4.1M	Sell	17,903 -5,702	-24%	-$1.21M	0.52%	48
2024 Q2	$4.76M	Buy	23,605 +6,310	+36%	+$1.19M	0.7%	42
2024 Q1	$3.37M	Buy	17,295 +8,318	+93%	+$1.48M	0.43%	61
2023 Q4	$1.39M	Hold	8,977	–	–	0.24%	64
2023 Q3	$1.16M	Hold	8,977	–	–	0.18%	66
2023 Q2	$1.23M	Hold	8,977	–	–	0.15%	73
2023 Q1	$1.14M	Buy	8,977 +2,388	+36%	+$280K	0.16%	65
2022 Q4	$680K	Hold	6,589	–	–	0.11%	67
2022 Q3	$535K	Hold	6,589	–	–	0.09%	76
2022 Q2	$598K	Hold	6,589	–	–	0.1%	68
2022 Q1	$731K	Buy	+6,589	New	+$801K	0.09%	74

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Aperture Investors's SAP Position: Q2 2026 in Review

Aperture Investors held its SAP (SAP) position steady in Q2 2026 at 19,441 shares worth $3M. The position accounts for 0.27% of the portfolio, ranked #65.

Aperture Investors first reported a position in SAP in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.44M in Q2 2025. 812 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Aperture Investors held 19,441 shares of SAP worth $3M as of Q2 2026.
Aperture Investors left its SAP share count unchanged in Q2 2026.
SAP made up 0.27% of Aperture Investors's portfolio in Q2 2026, its #65 holding.
Aperture Investors first reported a position in SAP in Q1 2022 and has held it in 18 quarters since.
Aperture Investors's SAP position peaked at $5.44M in Q2 2025.
812 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Aperture Investors's 13F filing for Q2 2026, filed 14 Aug 2026.