Position in SAP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,103,365
-$13,530,835 QoQ
Shares Held
188,848
-24.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
3.10%
of 13F equity value
Holder Rank
#44
of 813 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Night Owl Capital Management, LLC holds $39,294,981 across 2 Software - Application names. SAP ranks #1 (74.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
This page
|
188,848 | $29,103,365 | |
| 2 | GWRE |
Guidewire Software, Inc.
|
82,825 | $10,191,616 |
All Filings in SAP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,103,365 | 188,848 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $42,634,200 | 249,017 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $60,132,856 | 247,552 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $65,481,948 | 245,058 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $73,888,089 | 242,973 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $63,311,037 | 235,848 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $56,054,630 | 227,670 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $50,636,369 | 221,023 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $43,274,258 | 214,537 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $42,301,811 | 216,899 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $32,538,721 | 210,484 | Shares | Sole | 2024-06-14 | |
| 2023-09-30 | $27,219,790 | 210,484 | Shares | Sole | 2024-06-14 | |
| 2023-06-30 | $17,326,576 | 126,647 | Shares | Sole | 2024-06-14 | |
| No filing history on record for this holder in this stock. | ||||||