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Brandes Investment Partners’s SAP SAP Stock Holding History

Brandes Investment Partners’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 		$94.6M Buy
614,006
+148,250
+32% +$25.3M 0.66% 56
2026
Q1 		$79.7M Buy
465,756
+236,302
+103% +$48.8M 0.56% 65
2025
Q4 		$55.7M Buy
229,454
+94,697
+70% +$24.1M 0.42% 79
2025
Q3 		$36M Buy
134,757
+60,744
+82% +$17.1M 0.29% 97
2025
Q2 		$22.5M Buy
74,013
+19,757
+36% +$5.66M 0.2% 108
2025
Q1 		$14.6M Sell
54,256
-74,214
-58% -$20.2M 0.15% 107
2024
Q4 		$31.6M Sell
128,470
-108,377
-46% -$25.8M 0.35% 82
2024
Q3 		$54.3M Sell
236,847
-13,010
-5% -$2.77M 0.61% 57
2024
Q2 		$50.3M Sell
249,857
-24,509
-9% -$4.63M 0.62% 56
2024
Q1 		$53.5M Sell
274,366
-25,763
-9% -$4.58M 0.69% 48
2023
Q4 		$46.4M Buy
300,129
+99,652
+50% +$14.4M 0.7% 49
2023
Q3 		$25.9M Sell
200,477
-5,809
-3% -$791K 0.51% 64
2023
Q2 		$28.2M Sell
206,286
-23,024
-10% -$3.04M 0.57% 54
2023
Q1 		$29M Buy
229,310
+212,146
+1,236% +$24.9M 0.62% 51
2022
Q4 		$1.77M Sell
17,164
-215,167
-93% -$21.5M 0.05% 97
2022
Q3 		$18.9M Buy
232,331
+63,189
+37% +$5.58M 0.49% 59
2022
Q2 		$15.3M Buy
+169,142
New +$16.9M 0.37% 70

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Brandes Investment Partners's SAP Position: Q2 2026 in Review

Brandes Investment Partners increased its SAP (SAP) stake by 32% in Q2 2026, buying an estimated $25.3M and bringing the position to 614,006 shares worth $94.6M. The position accounts for 0.66% of the portfolio, ranked #56.

Brandes Investment Partners first reported a position in SAP in Q2 2022 and has held it in 17 quarters since. 814 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Brandes Investment Partners held 614,006 shares of SAP worth $94.6M as of Q2 2026.
  • Brandes Investment Partners bought 148,250 SAP shares in Q2 2026, an estimated $25.3M.
  • SAP made up 0.66% of Brandes Investment Partners's portfolio in Q2 2026, its #56 holding.
  • Brandes Investment Partners first reported a position in SAP in Q2 2022 and has held it in 17 quarters since.
  • 814 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Brandes Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.