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Ruane, Cunniff & Goldfarb’s SAP SAP Stock Holding History

Ruane, Cunniff & Goldfarb’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 		$191M Buy
1,236,546
+486,637
+65% +$83M 2.96% 16
2026
Q1 		$128M Buy
749,909
+703,982
+1,533% +$145M 2.13% 18
2025
Q4 		$11.2M Sell
45,927
-73
-0.2% -$18.6K 0.17% 25
2025
Q3 		$12.3M Buy
+46,000
New +$12.9M 0.2% 23

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Ruane, Cunniff & Goldfarb's SAP Position: Q2 2026 in Review

Ruane, Cunniff & Goldfarb increased its SAP (SAP) stake by 65% in Q2 2026, buying an estimated $83M and bringing the position to 1,236,546 shares worth $191M. The position accounts for 2.96% of the portfolio, ranked #16.

Ruane, Cunniff & Goldfarb first reported a position in SAP in Q3 2025 and has held it in 4 quarters since. 812 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Ruane, Cunniff & Goldfarb held 1,236,546 shares of SAP worth $191M as of Q2 2026.
  • Ruane, Cunniff & Goldfarb bought 486,637 SAP shares in Q2 2026, an estimated $83M.
  • SAP made up 2.96% of Ruane, Cunniff & Goldfarb's portfolio in Q2 2026, its #16 holding.
  • Ruane, Cunniff & Goldfarb first reported a position in SAP in Q3 2025 and has held it in 4 quarters since.
  • 812 funds tracked by Wall St. Rank held SAP as of Q2 2026.

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