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Mar Vista Investment Partners’s SAP SAP Stock Holding History

Mar Vista Investment 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 		$525K Sell
3,066
-87,764
-97% -$18.1M 0.05% 32
2025
Q4 		$22.1M Sell
90,830
-50,322
-36% -$12.8M 2.03% 25
2025
Q3 		$37.7M Sell
141,152
-6,213
-4% -$1.75M 3.28% 13
2025
Q2 		$44.8M Sell
147,365
-31,990
-18% -$9.17M 3.43% 11
2025
Q1 		$48.1M Sell
179,355
-27,654
-13% -$7.53M 3.96% 7
2024
Q4 		$51M Sell
207,009
-12,065
-6% -$2.87M 3.49% 12
2024
Q3 		$50.2M Sell
219,074
-164,019
-43% -$34.9M 3.2% 11
2024
Q2 		$77.3M Sell
383,093
-57,876
-13% -$10.9M 3.8% 7
2024
Q1 		$86M Sell
440,969
-22,766
-5% -$4.04M 3.75% 7
2023
Q4 		$71.7M Sell
463,735
-28,022
-6% -$4.05M 3.27% 15
2023
Q3 		$63.6M Sell
491,757
-25,983
-5% -$3.54M 3.05% 15
2023
Q2 		$70.8M Sell
517,740
-122,117
-19% -$16.1M 2.96% 16
2023
Q1 		$81M Sell
639,857
-2,337
-0.4% -$274K 3.6% 13
2022
Q4 		$66.3M Sell
642,194
-21,367
-3% -$2.14M 2.97% 16
2022
Q3 		$53.9M Buy
663,561
+249,274
+60% +$22M 2.41% 21
2022
Q2 		$37.6M Sell
414,287
-63,014
-13% -$6.3M 1.55% 31
2022
Q1 		$53M Sell
477,301
-1,860
-0.4% -$226K 1.66% 29
2021
Q4 		$67.1M Sell
479,161
-7,029
-1% -$981K 1.82% 28
2021
Q3 		$65.7M Sell
486,190
-26,043
-5% -$3.78M 1.69% 26
2021
Q2 		$71.9M Sell
512,233
-82,084
-14% -$11.4M 1.77% 25
2021
Q1 		$73M Buy
594,317
+31,577
+6% +$4M 1.69% 27
2020
Q4 		$73.4M Sell
562,740
-579,843
-51% -$74.8M 1.82% 25
2020
Q3 		$178M Sell
1,142,583
-43,609
-4% -$6.92M 4.67% 4
2020
Q2 		$166M Buy
1,186,192
+223,416
+23% +$27.5M 4.53% 5
2020
Q1 		$106M Sell
962,776
-29,154
-3% -$3.68M 3.23% 14
2019
Q4 		$133M Buy
991,930
+991,639
+340,769% +$130M 3.18% 15
2019
Q3 		$34K Hold
291
– – ﹤0.01% 42
2019
Q2 		$40K Hold
291
– – ﹤0.01% 42
2019
Q1 		$34K Hold
291
– – ﹤0.01% 44
2018
Q4 		$29K Buy
+291
New +$31K ﹤0.01% 46

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mar Vista Investment Partners's SAP Position: Q1 2026 in Review

Mar Vista Investment Partners reduced its SAP (SAP) stake by 97% in Q1 2026, selling an estimated $18.1M and leaving 3,066 shares worth $525K. The position accounts for 0.05% of the portfolio, ranked #32.

Mar Vista Investment Partners first reported a position in SAP in Q4 2018 and has held it in 30 quarters since. The position peaked at $178M in Q3 2020. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Mar Vista Investment Partners held 3,066 shares of SAP worth $525K as of Q1 2026.
  • Mar Vista Investment Partners sold 87,764 SAP shares in Q1 2026, an estimated $18.1M.
  • SAP made up 0.05% of Mar Vista Investment Partners's portfolio in Q1 2026, its #32 holding.
  • Mar Vista Investment Partners first reported a position in SAP in Q4 2018 and has held it in 30 quarters since.
  • Mar Vista Investment Partners's SAP position peaked at $178M in Q3 2020.
  • 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

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