Position in SAP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$11,415,255
-$45,263,421 QoQ
Shares Held
66,674
-71.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026POLEN CAPITAL MANAGEMENT LLC holds $1,760,846,317 across 13 Software - Application names. SAP ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
7,269,453 | $760,021,311 | |
| 2 | SHOP |
Shopify Inc.
|
6,306,740 | $748,105,498 | |
| 3 | UBER |
Uber Technologies, Inc
|
2,917,928 | $209,886,561 | |
| 4 | SAP |
Sap SE
This page
|
66,674 | $11,415,255 | |
| 5 | INTU |
Intuit Inc.
|
19,853 | $8,584,040 | |
| 6 | YOU |
Clear Secure, Inc.
|
145,900 | $7,063,019 | |
| 7 | FSLY |
Fastly, Inc.
|
238,518 | $6,931,333 | |
| 8 | PAYC |
Paycom Software, Inc.
|
30,831 | $3,747,199 |
All Filings in SAP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,415,255 | 66,674 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $56,678,676 | 233,332 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $92,174,623 | 344,952 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $147,935,831 | 486,471 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $145,682,119 | 542,699 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $246,196,212 | 999,944 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $243,857,476 | 1,064,415 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $253,051,044 | 1,254,529 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $248,609,811 | 1,274,726 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $192,108,065 | 1,242,694 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $163,289,001 | 1,262,674 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $173,373,703 | 1,267,259 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $166,609,655 | 1,316,552 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $137,933,866 | 1,336,698 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $116,899,006 | 1,438,757 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $74,613,208 | 822,456 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $103,267,032 | 930,669 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $113,470,185 | 809,865 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $106,988,275 | 792,271 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $101,209,014 | 720,554 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $82,786,245 | 674,210 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $85,514,977 | 655,840 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $83,722,010 | 537,334 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $55,856,500 | 398,975 | 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. | ||||||