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Henshaw Capital’s SAP SAP Stock Holding History

Henshaw Capital’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 		$1.07M Buy
6,954
+1,792
+35% +$306K 0.03% 117
2026
Q1 		$884K Buy
5,162
+2,274
+79% +$469K 0.03% 124
2025
Q4 		$702K Hold
2,888
– – 0.03% 139
2025
Q3 		$772K Sell
2,888
-4,550
-61% -$1.28M 0.03% 131
2025
Q2 		$2.26M Buy
7,438
+337
+5% +$96.6K 0.09% 83
2025
Q1 		$1.91M Buy
7,101
+2,892
+69% +$788K 0.08% 93
2024
Q4 		$1.04M Sell
4,209
-912
-18% -$217K 0.04% 121
2024
Q3 		$1.17M Buy
5,121
+3,382
+194% +$719K 0.05% 111
2024
Q2 		$351K Buy
1,739
+462
+36% +$87.2K 0.02% 221
2024
Q1 		$249K Buy
+1,277
New +$227K 0.01% 266
2021
Q1 		– Sell
-2,524
Closed -$329K – 374
2020
Q4 		$329K Hold
2,524
– – 0.02% 237
2020
Q3 		$393K Sell
2,524
-287
-10% -$45.6K 0.03% 184
2020
Q2 		$394K Sell
2,811
-1,084
-28% -$134K 0.03% 175
2020
Q1 		$430K Sell
3,895
-4,949
-56% -$624K 0.04% 153
2019
Q4 		$1.18M Hold
8,844
– – 0.09% 91
2019
Q3 		$1.04M Hold
8,844
– – 0.09% 90
2019
Q2 		$1.21M Sell
8,844
-523
-6% -$65.1K 0.1% 80
2019
Q1 		$1.08M Buy
9,367
+748
+9% +$79.6K 0.09% 89
2018
Q4 		$858K Sell
8,619
-194
-2% -$20.6K 0.08% 97
2018
Q3 		$1.08M Sell
8,813
-237
-3% -$28.1K 0.09% 94
2018
Q2 		$1.05M Buy
9,050
+59
+0.7% +$6.66K 0.1% 95
2018
Q1 		$945K Buy
8,991
+3,437
+62% +$371K 0.09% 103
2017
Q4 		$624K Hold
5,554
– – 0.06% 118
2017
Q3 		$609K Sell
5,554
-5,219
-48% -$554K 0.06% 121
2017
Q2 		$1.13M Hold
10,773
– – 0.12% 84
2017
Q1 		$1.06M Buy
10,773
+567
+6% +$52.7K 0.12% 84
2016
Q4 		$882K Buy
10,206
+1,476
+17% +$127K 0.1% 94
2016
Q3 		$798K Buy
8,730
+3,221
+58% +$277K 0.1% 94
2016
Q2 		$413K Buy
5,509
+996
+22% +$78.2K 0.05% 132
2016
Q1 		$363K Buy
+4,513
New +$351K 0.05% 154

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

Henshaw Capital's SAP Position: Q2 2026 in Review

Henshaw Capital increased its SAP (SAP) stake by 35% in Q2 2026, buying an estimated $306K and bringing the position to 6,954 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #117.

Henshaw Capital first reported a position in SAP in Q1 2016 and has held it in 30 quarters since. The position peaked at $2.26M in Q2 2025. 812 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Henshaw Capital held 6,954 shares of SAP worth $1.07M as of Q2 2026.
  • Henshaw Capital bought 1,792 SAP shares in Q2 2026, an estimated $306K.
  • SAP made up 0.03% of Henshaw Capital's portfolio in Q2 2026, its #117 holding.
  • Henshaw Capital first reported a position in SAP in Q1 2016 and has held it in 30 quarters since.
  • Henshaw Capital's SAP position peaked at $2.26M in Q2 2025.
  • 812 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Henshaw Capital's 13F filing for Q2 2026, filed 12 Aug 2026.