Atria Investments’s SAP SAP Stock Holding History

Atria Investments’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 Q1	$3.64M	Sell	21,248 -1,290	-6%	-$266K	0.04%	472
2025 Q4	$5.47M	Sell	22,538 -7,768	-26%	-$1.98M	0.06%	350
2025 Q3	$8.1M	Buy	30,306 +941	+3%	+$265K	0.09%	243
2025 Q2	$8.93M	Sell	29,365 -1,434	-5%	-$411K	0.11%	216
2025 Q1	$8.27M	Sell	30,799 -3,472	-10%	-$946K	0.11%	224
2024 Q4	$8.44M	Buy	34,271 +2,864	+9%	+$681K	0.11%	223
2024 Q3	$7.2M	Sell	31,407 -8,535	-21%	-$1.81M	0.09%	255
2024 Q2	$8.06M	Sell	39,942 -851	-2%	-$161K	0.1%	216
2024 Q1	$7.96M	Sell	40,793 -1,712	-4%	-$304K	0.11%	216
2023 Q4	$6.57M	Buy	42,505 +1,643	+4%	+$238K	0.1%	234
2023 Q3	$5.28M	Buy	40,862 +9,542	+30%	+$1.3M	0.09%	270
2023 Q2	$4.28M	Sell	31,320 -723	-2%	-$95.6K	0.08%	310
2023 Q1	$4.06M	Buy	32,043 +2,833	+10%	+$332K	0.08%	312
2022 Q4	$3.01M	Buy	29,210 +12,148	+71%	+$1.22M	0.06%	377
2022 Q3	$1.39M	Buy	17,062 +2,960	+21%	+$261K	0.03%	605
2022 Q2	$1.28M	Sell	14,102 -4,251	-23%	-$425K	0.03%	655
2022 Q1	$2.04M	Sell	18,353 -9,696	-35%	-$1.18M	0.04%	565
2021 Q4	$3.93M	Buy	28,049 +434	+2%	+$60.6K	0.07%	345
2021 Q3	$3.73M	Buy	27,615 +3,288	+14%	+$477K	0.07%	339
2021 Q2	$3.42M	Buy	24,327 +1,237	+5%	+$172K	0.07%	335
2021 Q1	$2.83M	Buy	23,090 +2,467	+12%	+$313K	0.06%	354
2020 Q4	$2.69M	Sell	20,623 -5,437	-21%	-$702K	0.06%	331
2020 Q3	$4.06M	Buy	26,060 +3,362	+15%	+$534K	0.12%	194
2020 Q2	$3.18M	Buy	+22,698	New	+$2.8M	0.11%	218
2020 Q1	–	Sell	-19,963	Closed	-$2.67M	–	1063
2019 Q4	$2.67M	Buy	+19,963	New	+$2.62M	0.07%	239
2019 Q3	–	Sell	-9,240	Closed	-$1.09M	–	950
2019 Q2	$1.09M	Buy	9,240 +3,469	+60%	+$432K	0.04%	389
2019 Q1	$666K	Buy	5,771 +278	+5%	+$29.6K	0.03%	455
2018 Q4	$547K	Sell	5,493 -55	-1%	-$5.85K	0.02%	472
2018 Q3	$682K	Sell	5,548 -467	-8%	-$55.4K	0.03%	505
2018 Q2	$696K	Sell	6,015 -1,478	-20%	-$167K	0.03%	463
2018 Q1	$788K	Sell	7,493 -946	-11%	-$102K	0.04%	393
2017 Q4	$948K	Buy	8,439 +1,915	+29%	+$217K	0.05%	345
2017 Q3	$715K	Sell	6,524 -5,952	-48%	-$632K	0.04%	383
2017 Q2	$1.31M	Sell	12,476 -2,861	-19%	-$295K	0.08%	245
2017 Q1	$1.51M	Buy	15,337 +86	+0.6%	+$7.99K	0.1%	211
2016 Q4	$1.32M	Buy	15,251 +4,429	+41%	+$380K	0.1%	206
2016 Q3	$989K	Buy	10,822 +5,616	+108%	+$483K	0.09%	192
2016 Q2	$396K	Sell	5,206 -5	-0.1%	-$392	0.04%	316
2016 Q1	$419K	Sell	5,211 -144	-3%	-$11.2K	0.05%	291
2015 Q4	$412K	Buy	5,355 +1,397	+35%	+$107K	0.05%	257
2015 Q3	$256K	Buy	3,958 +841	+27%	+$58K	0.04%	288
2015 Q2	$219K	Buy	+3,117	New	+$231K	0.03%	364
2014 Q2	–	Sell	-9,962	Closed	-$810K	–	452
2014 Q1	$810K	Buy	9,962 +1,412	+17%	+$112K	0.08%	200
2013 Q4	$745K	Buy	8,550 +79	+0.9%	+$6.28K	0.07%	222
2013 Q3	$626K	Buy	8,471 +1,964	+30%	+$145K	0.07%	239
2013 Q2	$474K	Buy	+6,507	New	+$506K	0.06%	191

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atria Investments's SAP Position: Q1 2026 in Review

Atria Investments reduced its SAP (SAP) stake by 5.7% in Q1 2026, selling an estimated $266K and leaving 21,248 shares worth $3.64M. The position accounts for 0.04% of the portfolio, ranked #472.

Atria Investments first reported a position in SAP in Q2 2013 and has held it in 46 quarters since. The position peaked at $8.93M in Q2 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Atria Investments held 21,248 shares of SAP worth $3.64M as of Q1 2026.
Atria Investments sold 1,290 SAP shares in Q1 2026, an estimated $266K.
SAP made up 0.04% of Atria Investments's portfolio in Q1 2026, its #472 holding.
Atria Investments first reported a position in SAP in Q2 2013 and has held it in 46 quarters since.
Atria Investments's SAP position peaked at $8.93M in Q2 2025.
840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.