SAPSAP
About: Founded in Germany in 1972 by former IBM employees, SAP is the world's largest provider of enterprise application software. Known as the leader in enterprise resource planning software, SAP's portfolio also includes software for supply chain management, procurement, travel and expense management, and customer relationship management, among others. The company operates in more than 180 countries and has more than 400,000 customers, approximately 80% of which are small to medium-size enterprises.
Employees: 108,133
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
62% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 76
25% more funds holding in top 10
Funds holding in top 10: 12 [Q4 2024] → 15 (+3) [Q1 2025]
12% more capital invested
Capital invested by funds: $17.6B [Q4 2024] → $19.7B (+$2.06B) [Q1 2025]
3% more funds holding
Funds holding: 844 [Q4 2024] → 866 (+22) [Q1 2025]
0.21% more ownership
Funds ownership: 5.73% [Q4 2024] → 5.94% (+0.21%) [Q1 2025]
15% less repeat investments, than reductions
Existing positions increased: 284 | Existing positions reduced: 336
31% less call options, than puts
Call options by funds: $242M | Put options by funds: $349M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Argus Research Joseph Bonner | 7%upside $320 | Buy Reiterated | 29 Apr 2025 |
Barclays Raimo Lenschow | 3%upside $308 | Overweight Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 37 articles about SAP published over the past 30 days









