John Overdeck’s SAP SAP Stock Holding History

John Overdeck’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	$12.5M	Sell	81,258 -364,178	-82%	-$62.1M	0.01%	1345
2026 Q1	$76.3M	Buy	445,436 +365,026	+454%	+$75.3M	0.06%	358
2025 Q4	$19.5M	Buy	+80,410	New	+$20.5M	0.03%	736
2022 Q4	–	Sell	-398,500	Closed	-$32.4M	–	3042
2022 Q3	$32.4M	Buy	398,500 +133,298	+50%	+$11.8M	0.11%	232
2022 Q2	$24.1M	Buy	265,202 +118,299	+81%	+$11.8M	0.08%	284
2022 Q1	$16.3M	Buy	+146,903	New	+$17.9M	0.05%	442
2021 Q2	–	Sell	-257,942	Closed	-$31.7M	–	4495
2021 Q1	$31.7M	Buy	+257,942	New	+$32.7M	0.08%	275
2015 Q4	–	Sell	-30,387	Closed	-$1.97M	–	2949
2015 Q3	$1.97M	Buy	30,387 +25,787	+561%	+$1.78M	0.01%	857
2015 Q2	$323K	Buy	+4,600	New	+$341K	﹤0.01%	2390

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

John Overdeck's SAP Position: Q2 2026 in Review

John Overdeck reduced its SAP (SAP) stake by 82% in Q2 2026, selling an estimated $62.1M and leaving 81,258 shares worth $12.5M. The position accounts for 0.01% of the portfolio, ranked #1345.

John Overdeck first reported a position in SAP in Q2 2015 and has held it in 9 quarters since. The position peaked at $76.3M in Q1 2026. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

John Overdeck held 81,258 shares of SAP worth $12.5M as of Q2 2026.
John Overdeck sold 364,178 SAP shares in Q2 2026, an estimated $62.1M.
SAP made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1345 holding.
John Overdeck first reported a position in SAP in Q2 2015 and has held it in 9 quarters since.
John Overdeck's SAP position peaked at $76.3M in Q1 2026.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.