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Cambiar Investors’s SAP SAP Stock Holding History

Cambiar 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 		$9.64M Buy
62,567
+4,166
+7% +$710K 0.42% 60
2026
Q1 		$10M Buy
58,401
+6,604
+13% +$1.36M 0.46% 54
2025
Q4 		$12.6M Buy
51,797
+13,530
+35% +$3.45M 0.56% 51
2025
Q3 		$10.2M Sell
38,267
-293
-0.8% -$82.4K 0.46% 49
2025
Q2 		$11.7M Sell
38,560
-24,155
-39% -$6.92M 0.49% 49
2025
Q1 		$16.8M Sell
62,715
-4,368
-7% -$1.19M 0.71% 42
2024
Q4 		$16.5M Sell
67,083
-6,829
-9% -$1.62M 0.66% 43
2024
Q3 		$16.9M Sell
73,912
-26,954
-27% -$5.73M 0.65% 40
2024
Q2 		$20.3M Sell
100,866
-7,317
-7% -$1.38M 0.8% 40
2024
Q1 		$21.1M Sell
108,183
-12,654
-10% -$2.25M 0.79% 41
2023
Q4 		$18.7M Sell
120,837
-56,836
-32% -$8.22M 0.74% 43
2023
Q3 		$23M Sell
177,673
-59,338
-25% -$8.08M 0.98% 39
2023
Q2 		$32.4M Sell
237,011
-25,454
-10% -$3.37M 1.37% 33
2023
Q1 		$33.2M Sell
262,465
-88,650
-25% -$10.4M 1.43% 32
2022
Q4 		$36.2M Sell
351,115
-36,915
-10% -$3.7M 1.65% 21
2022
Q3 		$31.5M Sell
388,030
-24,587
-6% -$2.17M 1.59% 25
2022
Q2 		$37.4M Sell
412,617
-62,322
-13% -$6.23M 1.67% 23
2022
Q1 		$52.7M Sell
474,939
-84,819
-15% -$10.3M 1.98% 18
2021
Q4 		$78.4M Sell
559,758
-48,331
-8% -$6.75M 2.69% 5
2021
Q3 		$82.1M Sell
608,089
-15,760
-3% -$2.29M 2.81% 3
2021
Q2 		$87.6M Buy
623,849
+127,525
+26% +$17.8M 2.82% 2
2021
Q1 		$60.9M Sell
496,324
-24,335
-5% -$3.08M 2.12% 8
2020
Q4 		$67.9M Sell
520,659
-32,146
-6% -$4.15M 2.65% 5
2020
Q3 		$86.1M Sell
552,805
-188,613
-25% -$29.9M 3.92% 3
2020
Q2 		$104M Sell
741,418
-162,882
-18% -$20.1M 4.76% 1
2020
Q1 		$99.9M Sell
904,300
-201,563
-18% -$25.4M 5.02% 1
2019
Q4 		$148M Sell
1,105,863
-86,663
-7% -$11.4M 4.76% 4
2019
Q3 		$141M Sell
1,192,526
-174,451
-13% -$21.6M 4.51% 5
2019
Q2 		$187M Sell
1,366,977
-374,179
-21% -$46.6M 4.85% 4
2019
Q1 		$201M Buy
1,741,156
+92,519
+6% +$9.84M 4.78% 3
2018
Q4 		$164M Buy
1,648,637
+270,753
+20% +$28.8M 3.7% 9
2018
Q3 		$169M Sell
1,377,884
-53,276
-4% -$6.32M 3.08% 9
2018
Q2 		$166M Buy
1,431,160
+7,503
+0.5% +$847K 2.77% 13
2018
Q1 		$150M Buy
+1,423,657
New +$154M 2.38% 15
2014
Q2 		– Sell
-493,717
Closed -$40.1M – 158
2014
Q1 		$40.1M Buy
493,717
+155,576
+46% +$12.3M 0.59% 78
2013
Q4 		$29.5M Buy
338,141
+135,595
+67% +$10.8M 0.43% 91
2013
Q3 		$15M Buy
202,546
+36,566
+22% +$2.7M 0.25% 94
2013
Q2 		$12.1M Buy
+165,980
New +$12.9M 0.2% 99

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

Cambiar Investors's SAP Position: Q2 2026 in Review

Cambiar Investors increased its SAP (SAP) stake by 7.1% in Q2 2026, buying an estimated $710K and bringing the position to 62,567 shares worth $9.64M. The position accounts for 0.42% of the portfolio, ranked #60.

Cambiar Investors first reported a position in SAP in Q2 2013 and has held it in 38 quarters since. The position peaked at $201M in Q1 2019. 812 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Cambiar Investors held 62,567 shares of SAP worth $9.64M as of Q2 2026.
  • Cambiar Investors bought 4,166 SAP shares in Q2 2026, an estimated $710K.
  • SAP made up 0.42% of Cambiar Investors's portfolio in Q2 2026, its #60 holding.
  • Cambiar Investors first reported a position in SAP in Q2 2013 and has held it in 38 quarters since.
  • Cambiar Investors's SAP position peaked at $201M in Q1 2019.
  • 812 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Cambiar Investors's 13F filing for Q2 2026, filed 31 Jul 2026.