Cape Investment Advisory’s SAP SAP Stock Holding History

Cape Investment Advisory’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	$63.5K	Buy	+412	New	+$70.3K	0.02%	436
2026 Q1	–	Sell	-187	Closed	-$49.7K	–	998
2025 Q4	$49.7K	Buy	187 +150	+405%	+$38.2K	0.02%	413
2025 Q3	$9.89K	Buy	37 +20	+118%	+$5.62K	0.01%	413
2025 Q2	$5.17K	Buy	+17	New	+$4.87K	﹤0.01%	748
2024 Q2	–	Sell	-350	Closed	-$68.3K	–	977
2024 Q1	$68.3K	Sell	350 -150	-30%	-$26.6K	0.03%	262
2023 Q4	$77.3K	Hold	500	–	–	0.04%	276
2023 Q3	$64.7K	Hold	500	–	–	0.04%	257
2023 Q2	$68.4K	Buy	+500	New	+$66.1K	0.04%	246

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

Cape Investment Advisory's SAP Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in SAP (SAP) in Q2 2026: 412 shares worth $63.5K. The stake represents 0.02% of the portfolio and ranks #436 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SAP as recently as Q4 2025.

Cape Investment Advisory first reported a position in SAP in Q2 2023 and has held it in 8 quarters since. The position peaked at $77.3K in Q4 2023. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Cape Investment Advisory held 412 shares of SAP worth $63.5K as of Q2 2026.
SAP was a new Cape Investment Advisory position in Q2 2026.
SAP made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #436 holding.
Cape Investment Advisory first reported a position in SAP in Q2 2023 and has held it in 8 quarters since.
Cape Investment Advisory's SAP position peaked at $77.3K in Q4 2023.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.