GAMMA Investing’s SAP SAP Stock Holding History

GAMMA Investing’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	$772K	Sell	5,009 -482	-9%	-$82.2K	0.03%	485
2026 Q1	$940K	Buy	5,491 +109	+2%	+$22.5K	0.04%	359
2025 Q4	$1.31M	Sell	5,382 -31	-0.6%	-$7.9K	0.07%	242
2025 Q3	$1.45M	Sell	5,413 -105	-2%	-$29.5K	0.08%	205
2025 Q2	$1.68M	Buy	5,518 +652	+13%	+$187K	0.11%	163
2025 Q1	$1.31M	Buy	4,866 +698	+17%	+$190K	0.1%	187
2024 Q4	$1.03M	Buy	4,168 +500	+14%	+$119K	0.09%	203
2024 Q3	$840K	Buy	3,668 +743	+25%	+$158K	0.08%	222
2024 Q2	$590K	Buy	2,925 +131	+5%	+$24.7K	0.08%	230
2024 Q1	$545K	Buy	2,794 +328	+13%	+$58.3K	0.11%	168
2023 Q4	$427K	Buy	+2,466	New	+$357K	0.12%	153

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

GAMMA Investing's SAP Position: Q2 2026 in Review

GAMMA Investing reduced its SAP (SAP) stake by 8.8% in Q2 2026, selling an estimated $82.2K and leaving 5,009 shares worth $772K. The position accounts for 0.03% of the portfolio, ranked #485.

GAMMA Investing first reported a position in SAP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.68M in Q2 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

GAMMA Investing held 5,009 shares of SAP worth $772K as of Q2 2026.
GAMMA Investing sold 482 SAP shares in Q2 2026, an estimated $82.2K.
SAP made up 0.03% of GAMMA Investing's portfolio in Q2 2026, its #485 holding.
GAMMA Investing first reported a position in SAP in Q4 2023 and has held it in 11 quarters since.
GAMMA Investing's SAP position peaked at $1.68M in Q2 2025.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.