Which hedge funds own SAP? SAP SE, Q2 2026 13F holders
37 tracked hedge funds disclosed a position in SAP (SAP SE) in their Q2 2026 13F filings, worth $1.4bn in total. The largest holder by portfolio weight is Windacre Partnership LLC at 6.7% of its book. 8 opened a new position this quarter: Meridiem Capital Partners LP, Ping Capital Management, Inc., Holocene Advisors, LP, CastleKnight Management LP. 17 exited: Aquatic Capital Management LLC, Y-Intercept (Hong Kong) Ltd, Voloridge Investment Management, LLC.
- 37
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 8
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 17
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $114m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $320m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.4bn
- Combined value Sum of the holders' reported positions in the security.
- 3.0%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Aquatic Capital Management LLC | 0.5% | $18.2m |
| Y-Intercept (Hong Kong) Ltd | 0.4% | $21.0m |
| Voloridge Investment Management, LLC | 0.4% | $89.2m |
| WCM Investment Management | 0.3% | $140m |
| Campbell & CO Investment Adviser LLC | 0.1% | $2.3m |
| Tudor Investment Corp ET AL | 0.1% | $23.8m |
| Skye Global Management LP | 0.09% | $4.0m |
| Hudson Bay Capital Management LP | 0.06% | $10.3m |
| Capital Fund Management S.A. | 0.02% | $2.6m |
| Quantbot Technologies LP | 0.02% | $485k |
| FNY Investment Advisers, LLC | 0.02% | $42.0k |
| Select Equity Group, L.P. | 0.01% | $2.6m |
| Voleon Capital Management LP | 0.01% | $511k |
| Woodline Partners LP | 0.01% | $1.8m |
| Elequin Capital, LP | 0.0% | $46.7k |
| Qube Research & Technologies Ltd | 0.0% | $2.3m |
| Balyasny Asset Management L.P. | 0.0% | $479k |
Ownership over time
Who discovered SAP first? Beta
The run: Q3 2002 → Q3 2020, ×14
| Coatue Management LLC | Q4 2002 | – | −0.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.