2 tracked superinvestors hold SAP SE (SAP), worth $772M combined, led by David Shaw. Smart money is accumulating SAP as of the latest 13F filings.
Current price
$158.46
SAP SE, together with its subsidiaries, provides applications, technology, and services worldwide. It offers SAP S/4HANA that provides software capabilities for finance, risk and project management, procurement, manufacturing, supply chain and asset management, and research and development; SAP SuccessFactors solutions for human resources, including HR and payroll, talent and employee experience…
Market cap
$199.0B
P/E
23.36
Div yield
1.8%
Revenue YoY
7.7%
Analyst target
$241
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$772M
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
+2
2 buying · 0 selling
Smart money is net accumulating SAP: 2 funds added or opened versus 0 trimming.
SAP SE (SAP) appears mainly in diversified and quant books here (2 funds, $772M combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to David Shaw at 0.5% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 2 added and 0 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 0.5% | $730M | |
| Added | 1.3% | $42M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own SAP?
2 tracked funds hold SAP SE (SAP), the largest being David Shaw (D.E. Shaw) at 0.5% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling SAP?
In the most recent 13F quarter, 2 tracked funds added or opened SAP and 0 trimmed it.
How much SAP do tracked funds hold?
Combined disclosed long exposure to SAP across tracked superinvestors is $772M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.