&Partners’s SAP SAP Stock Holding History

&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 Q2	$6.36M	Buy	41,325 +1,081	+3%	+$184K	0.03%	510
2026 Q1	$6.87M	Buy	40,244 +5,554	+16%	+$1.15M	0.03%	440
2025 Q4	$8.4M	Buy	34,690 +3,574	+11%	+$911K	0.04%	349
2025 Q3	$8.24M	Buy	31,116 +1,716	+6%	+$483K	0.05%	310
2025 Q2	$8.96M	Buy	29,400 +6,418	+28%	+$1.84M	0.07%	249
2025 Q1	$6.22M	Buy	22,982 +415	+2%	+$113K	0.07%	254
2024 Q4	$5.45M	Buy	22,567 +8,088	+56%	+$1.92M	0.07%	262
2024 Q3	$3.32M	Buy	14,479 +7,913	+121%	+$1.68M	0.06%	269
2024 Q2	$1.32M	Buy	6,566 +4,516	+220%	+$853K	0.06%	278
2024 Q1	$400K	Buy	+2,050	New	+$364K	0.06%	312

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

&Partners's SAP Position: Q2 2026 in Review

&Partners increased its SAP (SAP) stake by 2.7% in Q2 2026, buying an estimated $184K and bringing the position to 41,325 shares worth $6.36M. The position accounts for 0.03% of the portfolio, ranked #510.

&Partners first reported a position in SAP in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.96M in Q2 2025. 814 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

&Partners held 41,325 shares of SAP worth $6.36M as of Q2 2026.
&Partners bought 1,081 SAP shares in Q2 2026, an estimated $184K.
SAP made up 0.03% of &Partners's portfolio in Q2 2026, its #510 holding.
&Partners first reported a position in SAP in Q1 2024 and has held it in 10 quarters since.
&Partners's SAP position peaked at $8.96M in Q2 2025.
814 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.