Position in SAP
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$142,717,916
-$129,276,427 QoQ
Shares Held
833,584
-25.6% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 98.06114320812299.ToString("F0")%
Shared 0.ToString("F0")%
None 1.9388567918770034.ToString("F0")%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026WCM INVESTMENT MANAGEMENT, LLC holds $985,867,595 across 13 Software - Application names. SAP ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
6,682,523 | $792,680,878 | |
| 2 | SAP |
Sap SE
This page
|
833,584 | $142,717,916 | |
| 3 | PLUS |
Eplus Inc
|
176,750 | $13,300,437 | |
| 4 | TTAN |
ServiceTitan, Inc.
|
176,431 | $11,196,311 | |
| 5 | AGYS |
Agilysys Inc
|
142,155 | $10,112,906 | |
| 6 | CCC |
CCC Intelligent Solutions Holdings Inc.
|
853,796 | $5,122,776 | |
| 7 | GRAB |
Grab Holdings Ltd
|
1,022,246 | $3,741,420 | |
| 8 | GWRE |
Guidewire Software, Inc.
|
9,584 | $1,433,383 |
All Filings in SAP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142,717,916 | 833,584 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $271,994,343 | 1,119,733 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $326,420,529 | 1,221,588 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $372,454,989 | 1,224,778 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $329,935,845 | 1,229,086 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $286,969,573 | 1,165,548 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||