Kovitz Investment Group Partners’s SAP SAP Stock Holding History

Kovitz Investment Group Partners’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 Q1	$1.4M	Buy	+8,179	New	+$1.69M	0.03%	274
2025 Q4	–	Sell	-14,274	Closed	-$3.81M	–	1153
2025 Q3	$3.81M	Buy	14,274 +4,325	+43%	+$1.22M	0.01%	517
2025 Q2	$3.03M	Sell	9,949 -1,006	-9%	-$288K	0.01%	537
2025 Q1	$2.94M	Sell	10,955 -1,089	-9%	-$297K	0.01%	503
2024 Q4	$2.97M	Sell	12,044 -567	-4%	-$135K	0.01%	500
2024 Q3	$2.62M	Sell	12,611 -403	-3%	-$85.7K	0.02%	457
2024 Q2	$2.63M	Sell	13,014 -3,940	-23%	-$744K	0.02%	382
2024 Q1	$3.31M	Buy	+16,954	New	+$3.01M	0.04%	249

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kovitz Investment Group Partners's SAP Position: Q1 2026 in Review

Kovitz Investment Group Partners opened a new position in SAP (SAP) in Q1 2026: 8,179 shares worth $1.4M. The stake represents 0.03% of the portfolio and ranks #274 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in SAP as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in SAP in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.81M in Q3 2025. 843 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Kovitz Investment Group Partners held 8,179 shares of SAP worth $1.4M as of Q1 2026.
SAP was a new Kovitz Investment Group Partners position in Q1 2026.
SAP made up 0.03% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #274 holding.
Kovitz Investment Group Partners first reported a position in SAP in Q1 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's SAP position peaked at $3.81M in Q3 2025.
843 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.