Palogic Value Management’s SAP SAP Stock Holding History

Palogic Value 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 Q1	$1.05M	Buy	6,159 +40	+0.7%	+$8.26K	0.45%	69
2025 Q4	$1.49M	Buy	6,119 +106	+2%	+$27K	0.62%	43
2025 Q3	$1.61M	Hold	6,013	–	–	0.65%	45
2025 Q2	$1.83M	Buy	6,013 +50	+0.8%	+$14.3K	0.75%	40
2025 Q1	$1.6M	Buy	5,963 +75	+1%	+$20.4K	0.69%	47
2024 Q4	$1.45M	Buy	5,888 +24	+0.4%	+$5.71K	0.55%	59
2024 Q3	$1.34M	Sell	5,864 -183	-3%	-$38.9K	0.46%	63
2024 Q2	$1.22M	Sell	6,047 -1	-0%	-$189	0.52%	64
2024 Q1	$1.18M	Buy	6,048 +13	+0.2%	+$2.31K	0.51%	66
2023 Q4	$933K	Buy	6,035 +308	+5%	+$44.5K	0.41%	75
2023 Q3	$741K	Buy	5,727 +93	+2%	+$12.7K	0.35%	83
2023 Q2	$771K	Buy	5,634 +158	+3%	+$20.9K	0.36%	80
2023 Q1	$693K	Buy	5,476 +812	+17%	+$95.2K	0.34%	79
2022 Q4	$481K	Buy	+4,664	New	+$467K	0.25%	97

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Palogic Value Management's SAP Position: Q1 2026 in Review

Palogic Value Management increased its SAP (SAP) stake by 0.65% in Q1 2026, buying an estimated $8.26K and bringing the position to 6,159 shares worth $1.05M. The position accounts for 0.45% of the portfolio, ranked #69.

Palogic Value Management first reported a position in SAP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.83M in Q2 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Palogic Value Management held 6,159 shares of SAP worth $1.05M as of Q1 2026.
Palogic Value Management bought 40 SAP shares in Q1 2026, an estimated $8.26K.
SAP made up 0.45% of Palogic Value Management's portfolio in Q1 2026, its #69 holding.
Palogic Value Management first reported a position in SAP in Q4 2022 and has held it in 14 quarters since.
Palogic Value Management's SAP position peaked at $1.83M in Q2 2025.
840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Palogic Value Management's 13F filing for Q1 2026, filed 15 May 2026.