Night Owl Capital Management’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.9M | Buy |
242,973
+7,125
| +3% | +$2.17M | 8.54% | 2 |
|
|
2025
Q1 | $63.3M | Buy |
235,848
+8,178
| +4% | +$2.2M | 7.91% | 1 |
|
|
2024
Q4 | $56.1M | Buy |
227,670
+6,647
| +3% | +$1.64M | 7.24% | 3 |
|
|
2024
Q3 | $50.6M | Buy |
221,023
+6,486
| +3% | +$1.49M | 6.92% | 4 |
|
|
2024
Q2 | $43.3M | Sell |
214,537
-2,362
| -1% | -$476K | 6.47% | 4 |
|
|
2024
Q1 | $42.3M | Buy |
216,899
+6,415
| +3% | +$1.25M | 6.42% | 5 |
|
|
2023
Q4 | $27.2M | Hold |
210,484
| – | – | 6.82% | 6 |
|
|
2023
Q3 | $27.2M | Buy |
210,484
+83,837
| +66% | +$10.8M | 6.82% | 6 |
|
|
2023
Q2 | $17.3M | Buy |
+126,647
| New | +$17.3M | 4.48% | 9 |
|