Grantham, Mayo, Van Otterloo & Co (GMO)’s SAP SAP Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	$18.1M	Buy	117,647 +16,660	+16%	+$2.84M	0.04%	193
2026 Q1	$17.3M	Buy	100,987 +24,538	+32%	+$5.06M	0.04%	201
2025 Q4	$18.6M	Buy	76,449 +33,901	+80%	+$8.64M	0.05%	181
2025 Q3	$11.4M	Buy	42,548 +6,397	+18%	+$1.8M	0.03%	224
2025 Q2	$11M	Buy	36,151 +12,722	+54%	+$3.65M	0.03%	225
2025 Q1	$6.29M	Buy	23,429 +13,312	+132%	+$3.63M	0.02%	283
2024 Q4	$2.49M	Buy	10,117 +2,422	+31%	+$576K	0.01%	362
2024 Q3	$1.76M	Buy	7,695 +3,431	+80%	+$729K	0.01%	380
2024 Q2	$860K	Hold	4,264	–	–	﹤0.01%	409
2024 Q1	$832K	Buy	4,264 +2,066	+94%	+$367K	﹤0.01%	404
2023 Q4	$340K	Buy	2,198 +673	+44%	+$97.3K	﹤0.01%	436
2023 Q3	$197K	Buy	1,525 +118	+8%	+$16.1K	﹤0.01%	555
2023 Q2	$192K	Sell	1,407 -152	-10%	-$20.1K	﹤0.01%	645
2023 Q1	$197K	Buy	+1,559	New	+$183K	﹤0.01%	662

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s SAP Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its SAP (SAP) stake by 16% in Q2 2026, buying an estimated $2.84M and bringing the position to 117,647 shares worth $18.1M. The position accounts for 0.04% of the portfolio, ranked #193.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in SAP in Q1 2023 and has held it in 14 quarters since. The position peaked at $18.6M in Q4 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 117,647 shares of SAP worth $18.1M as of Q2 2026.
Grantham, Mayo, Van Otterloo & Co (GMO) bought 16,660 SAP shares in Q2 2026, an estimated $2.84M.
SAP made up 0.04% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #193 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in SAP in Q1 2023 and has held it in 14 quarters since.
Grantham, Mayo, Van Otterloo & Co (GMO)'s SAP position peaked at $18.6M in Q4 2025.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.