POLEN CAPITAL MANAGEMENT LLC

Position in SAP — Sap SE

CIK 1034524 Boca Raton, FL

Back to SAP Full portfolio

Position in SAP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,434,207

-$6,981,048 QoQ

Shares Held

28,773

-56.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#145

of 812 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SAP Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $1,124,903,576 across 13 Software - Application names. SAP ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	5,370,172	$533,150,676
2	SHOP	Shopify Inc.	4,577,524	$522,661,690
3	UBER	Uber Technologies, Inc	570,063	$41,135,746
4	FROG	JFrog Ltd	93,117	$8,462,472
5	YOU	Clear Secure, Inc.	131,773	$7,343,709
6	SAP	Sap SE This page	28,773	$4,434,207
7	ADEA	Adeia Inc.	52,575	$1,731,294
8	RNG	RingCentral, Inc.	40,133	$1,564,384

All Filings in SAP

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,434,207	28,773	-56.8%	Shares	Sole	2026-08-04
2026-03-31	$11,415,255	66,674	-71.4%	Shares	Sole	2026-05-14
2025-12-31	$56,678,676	233,332	-32.4%	Shares	Sole	2026-02-12
2025-09-30	$92,174,623	344,952	-29.1%	Shares	Sole	2025-11-12
2025-06-30	$147,935,831	486,471	-10.4%	Shares	Sole	2025-08-13
2025-03-31	$145,682,119	542,699	-45.7%	Shares	Sole	2025-05-12
2024-12-31	$246,196,212	999,944	-6.1%	Shares	Sole	2025-02-10
2024-09-30	$243,857,476	1,064,415	-15.2%	Shares	Sole	2025-02-10
2024-06-30	$253,051,044	1,254,529	-1.6%	Shares	Sole	2024-08-12
2024-03-31	$248,609,811	1,274,726	+2.6%	Shares	Sole	2024-05-10
2023-12-31	$192,108,065	1,242,694	-1.6%	Shares	Sole	2024-05-10
2023-09-30	$163,289,001	1,262,674	-0.4%	Shares	Sole	2023-11-13
2023-06-30	$173,373,703	1,267,259	-3.7%	Shares	Sole	2023-08-11
2023-03-31	$166,609,655	1,316,552	-1.5%	Shares	Sole	2023-05-11
2022-12-31	$137,933,866	1,336,698	-7.1%	Shares	Sole	2023-02-13
2022-09-30	$116,899,006	1,438,757	+74.9%	Shares	Sole	2022-11-04
2022-06-30	$74,613,208	822,456	-11.6%	Shares	Sole	2022-08-10
2022-03-31	$103,267,032	930,669	+14.9%	Shares	Sole	2022-05-12
2021-12-31	$113,470,185	809,865	+2.2%	Shares	Sole	2022-02-11
2021-09-30	$106,988,275	792,271	+10.0%	Shares	Sole	2021-11-10
2021-06-30	$101,209,014	720,554	+6.9%	Shares	Sole	2021-08-12
2021-03-31	$82,786,245	674,210	+2.8%	Shares	Sole	2021-05-12
2020-12-31	$85,514,977	655,840	+22.1%	Shares	Sole	2021-02-11
2020-09-30	$83,722,010	537,334	+34.7%	Shares	Sole	2020-11-12
2020-06-30	$55,856,500	398,975	+20.3%	Shares	Sole	2020-08-13
2020-03-31	$36,650,087	331,675	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.