Kornitzer Capital Management’s SAP SAP Stock Holding History

Kornitzer Capital Management’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	$9.29M	Sell	60,300 -14,700	-20%	-$2.51M	0.19%	105
2026 Q1	$12.8M	Hold	75,000	–	–	0.28%	81
2025 Q4	$18.2M	Hold	75,000	–	–	0.38%	59
2025 Q3	$20M	Hold	75,000	–	–	0.4%	55
2025 Q2	$22.8M	Sell	75,000 -12,391	-14%	-$3.55M	0.46%	50
2025 Q1	$23.5M	Hold	87,391	–	–	0.48%	46
2024 Q4	$21.5M	Hold	87,391	–	–	0.42%	57
2024 Q3	$20M	Hold	87,391	–	–	0.37%	68
2024 Q2	$17.6M	Hold	87,391	–	–	0.33%	77
2024 Q1	$17M	Buy	87,391 +16,045	+22%	+$2.85M	0.31%	89
2023 Q4	$11M	Buy	71,346 +6,546	+10%	+$947K	0.21%	150
2023 Q3	$8.38M	Hold	64,800	–	–	0.17%	190
2023 Q2	$8.87M	Hold	64,800	–	–	0.17%	191
2023 Q1	$8.2M	Hold	64,800	–	–	0.16%	199
2022 Q4	$6.69M	Hold	64,800	–	–	0.14%	224
2022 Q3	$5.26M	Hold	64,800	–	–	0.11%	239
2022 Q2	$5.88M	Hold	64,800	–	–	0.12%	236
2022 Q1	$7.19M	Hold	64,800	–	–	0.12%	234
2021 Q4	$9.08M	Hold	64,800	–	–	0.14%	228
2021 Q3	$8.75M	Hold	64,800	–	–	0.13%	235
2021 Q2	$9.1M	Hold	64,800	–	–	0.14%	231
2021 Q1	$7.96M	Hold	64,800	–	–	0.13%	238
2020 Q4	$8.45M	Hold	64,800	–	–	0.14%	219
2020 Q3	$10.1M	Hold	64,800	–	–	0.2%	171
2020 Q2	$9.07M	Hold	64,800	–	–	0.18%	184
2020 Q1	$7.16M	Sell	64,800 -1,009	-2%	-$127K	0.17%	181
2019 Q4	$8.82M	Buy	65,809 +1,009	+2%	+$133K	0.16%	192
2019 Q3	$7.64M	Hold	64,800	–	–	0.14%	201
2019 Q2	$8.87M	Hold	64,800	–	–	0.16%	183
2019 Q1	$7.48M	Buy	64,800 +2,000	+3%	+$213K	0.13%	205
2018 Q4	$6.25M	Buy	62,800 +3,500	+6%	+$372K	0.13%	204
2018 Q3	$7.29M	Hold	59,300	–	–	0.12%	218
2018 Q2	$6.86M	Hold	59,300	–	–	0.12%	215
2018 Q1	$6.24M	Hold	59,300	–	–	0.11%	228
2017 Q4	$6.66M	Hold	59,300	–	–	0.11%	219
2017 Q3	$6.5M	Hold	59,300	–	–	0.11%	225
2017 Q2	$6.21M	Hold	59,300	–	–	0.11%	238
2017 Q1	$5.82M	Hold	59,300	–	–	0.1%	241
2016 Q4	$5.13M	Hold	59,300	–	–	0.1%	239
2016 Q3	$5.42M	Hold	59,300	–	–	0.1%	242
2016 Q2	$4.45M	Sell	59,300 -6,000	-9%	-$471K	0.08%	256
2016 Q1	$5.25M	Hold	65,300	–	–	0.09%	246
2015 Q4	$5.17M	Hold	65,300	–	–	0.08%	252
2015 Q3	$4.23M	Buy	65,300 +5,000	+8%	+$345K	0.07%	261
2015 Q2	$4.24M	Hold	60,300	–	–	0.06%	278
2015 Q1	$4.35M	Buy	60,300 +2,000	+3%	+$137K	0.05%	267
2014 Q4	$4.06M	Buy	58,300 +4,000	+7%	+$275K	0.05%	269
2014 Q3	$3.92M	Hold	54,300	–	–	0.04%	270
2014 Q2	$4.18M	Buy	54,300 +5,000	+10%	+$389K	0.04%	270
2014 Q1	$4.01M	Buy	49,300 +9,000	+22%	+$714K	0.04%	280
2013 Q4	$3.51M	Buy	40,300 +2,000	+5%	+$159K	0.04%	288
2013 Q3	$2.83M	Buy	38,300 +14,400	+60%	+$1.06M	0.03%	296
2013 Q2	$1.74M	Buy	+23,900	New	+$1.86M	0.02%	292

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

Kornitzer Capital Management's SAP Position: Q2 2026 in Review

Kornitzer Capital Management reduced its SAP (SAP) stake by 20% in Q2 2026, selling an estimated $2.51M and leaving 60,300 shares worth $9.29M. The position accounts for 0.19% of the portfolio, ranked #105.

Kornitzer Capital Management first reported a position in SAP in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.5M in Q1 2025. 815 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Kornitzer Capital Management held 60,300 shares of SAP worth $9.29M as of Q2 2026.
Kornitzer Capital Management sold 14,700 SAP shares in Q2 2026, an estimated $2.51M.
SAP made up 0.19% of Kornitzer Capital Management's portfolio in Q2 2026, its #105 holding.
Kornitzer Capital Management first reported a position in SAP in Q2 2013 and has held it in 53 quarters since.
Kornitzer Capital Management's SAP position peaked at $23.5M in Q1 2025.
815 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Kornitzer Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.