Sarah Ketterer’s SAP SAP Stock Holding History

Sarah Ketterer’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	$97.1M	Buy	629,801 +173,796	+38%	+$29.6M	1.05%	15
2026 Q1	$78.1M	Buy	456,005 +205,257	+82%	+$42.4M	0.96%	20
2025 Q4	$60.9M	Buy	250,748 +57,000	+29%	+$14.5M	0.84%	28
2025 Q3	$51.8M	Buy	193,748 +78,699	+68%	+$22.1M	0.68%	34
2025 Q2	$35M	Sell	115,049 -40,090	-26%	-$11.5M	0.55%	44
2025 Q1	$41.6M	Sell	155,139 -22,721	-13%	-$6.19M	0.87%	31
2024 Q4	$43.8M	Sell	177,860 -1,188	-0.7%	-$283K	1%	29
2024 Q3	$41M	Sell	179,048 -28,679	-14%	-$6.1M	1.01%	29
2024 Q2	$41.9M	Buy	207,727 +6,170	+3%	+$1.17M	1.14%	30
2024 Q1	$39.3M	Sell	201,557 -18,415	-8%	-$3.27M	1.03%	31
2023 Q4	$34M	Sell	219,972 -70,349	-24%	-$10.2M	0.87%	35
2023 Q3	$37.5M	Buy	290,321 +48,512	+20%	+$6.6M	0.99%	30
2023 Q2	$33.1M	Sell	241,809 -41,165	-15%	-$5.44M	0.87%	32
2023 Q1	$35.8M	Buy	282,974 +13,217	+5%	+$1.55M	0.86%	28
2022 Q4	$27.8M	Sell	269,757 -10,355	-4%	-$1.04M	0.81%	33
2022 Q3	$22.8M	Sell	280,112 -14,018	-5%	-$1.24M	0.64%	35
2022 Q2	$267M	Buy	294,130 +21,013	+8%	+$2.1M	6.66%	4
2022 Q1	$30.3M	Buy	273,117 +28,998	+12%	+$3.53M	0.72%	36
2021 Q4	$34.2M	Buy	244,119 +7,126	+3%	+$995K	0.75%	35
2021 Q3	$32M	Sell	236,993 -394	-0.2%	-$57.2K	0.72%	39
2021 Q2	$33.3M	Buy	237,387 +28,596	+14%	+$3.98M	0.68%	44
2021 Q1	$25.6M	Buy	208,791 +97,441	+88%	+$12.3M	0.5%	47
2020 Q4	$14.5M	Sell	111,350 -2,517	-2%	-$325K	0.27%	57
2020 Q3	$17.7M	Sell	113,867 -40,593	-26%	-$6.45M	0.33%	50
2020 Q2	$21.6M	Sell	154,460 -33,160	-18%	-$4.09M	0.39%	45
2020 Q1	$20.7M	Sell	187,620 -22,860	-11%	-$2.88M	0.33%	48
2019 Q4	$28.2M	Sell	210,480 -2,039	-1%	-$268K	0.3%	48
2019 Q3	$25.1M	Sell	212,519 -14,821	-7%	-$1.84M	0.3%	49
2019 Q2	$31.1M	Buy	227,340 +4,591	+2%	+$571K	0.34%	48
2019 Q1	$25.7M	Buy	+222,749	New	+$23.7M	0.26%	51
2018 Q4	–	Sell	-177,134	Closed	-$21.8M	–	92
2018 Q3	$21.8M	Sell	177,134 -17,638	-9%	-$2.09M	0.22%	47
2018 Q2	$22.5M	Buy	194,772 +5,210	+3%	+$588K	0.23%	48
2018 Q1	$19.9M	Buy	189,562 +27,798	+17%	+$3M	0.21%	51
2017 Q4	$18.2M	Buy	161,764 +8,422	+5%	+$953K	0.19%	53
2017 Q3	$16.8M	Sell	153,342 -2,954	-2%	-$314K	0.19%	53
2017 Q2	$16.4M	Buy	156,296 +7,089	+5%	+$731K	0.2%	50
2017 Q1	$14.6M	Sell	149,207 -8,342	-5%	-$775K	0.2%	48
2016 Q4	$13.3M	Sell	157,549 -9,090	-5%	-$781K	0.23%	48
2016 Q3	$15.2M	Buy	166,639 +1,720	+1%	+$148K	0.28%	46
2016 Q2	$12.4M	Buy	164,919 +1,387	+0.8%	+$109K	0.26%	55
2016 Q1	$12.9M	Sell	163,532 -32,060	-16%	-$2.49M	0.3%	52
2015 Q4	$15.5M	Buy	195,592 +3,967	+2%	+$305K	0.33%	55
2015 Q3	$12.4M	Buy	191,625 +19,631	+11%	+$1.35M	0.25%	56
2015 Q2	$12.1M	Buy	171,994 +20,527	+14%	+$1.52M	0.3%	52
2015 Q1	$10.9M	Sell	151,467 -11,614	-7%	-$794K	0.29%	53
2014 Q4	$11.4M	Buy	163,081 +162	+0.1%	+$11.1K	0.33%	47
2014 Q3	$11.8M	Sell	162,919 -33,977	-17%	-$2.64M	0.41%	48
2014 Q2	$15.5M	Buy	196,896 +72,747	+59%	+$5.65M	0.63%	39
2014 Q1	$10.1M	Buy	124,149 +16,360	+15%	+$1.3M	0.45%	49
2013 Q4	$9.39M	Buy	107,789 +75,984	+239%	+$6.04M	0.53%	44
2013 Q3	$2.35M	Buy	31,805 +4,902	+18%	+$362K	0.19%	53
2013 Q2	$1.96M	Buy	+26,903	New	+$2.09M	0.21%	51

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

Sarah Ketterer's SAP Position: Q2 2026 in Review

Sarah Ketterer increased its SAP (SAP) stake by 38% in Q2 2026, buying an estimated $29.6M and bringing the position to 629,801 shares worth $97.1M. The position accounts for 1.05% of the portfolio, ranked #15.

Sarah Ketterer first reported a position in SAP in Q2 2013 and has held it in 52 quarters since. The position peaked at $267M in Q2 2022. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Sarah Ketterer held 629,801 shares of SAP worth $97.1M as of Q2 2026.
Sarah Ketterer bought 173,796 SAP shares in Q2 2026, an estimated $29.6M.
SAP made up 1.05% of Sarah Ketterer's portfolio in Q2 2026, its #15 holding.
Sarah Ketterer first reported a position in SAP in Q2 2013 and has held it in 52 quarters since.
Sarah Ketterer's SAP position peaked at $267M in Q2 2022.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Causeway Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.