Position in SAP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$30,976,340
-$13,022,677 QoQ
Shares Held
180,926
-0.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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, 20261832 Asset Management L.P. holds $3,130,706,716 across 25 Software - Application names. SAP ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
10,187,742 | $1,208,469,956 | |
| 2 | OTEX |
Open Text Corp
|
27,238,523 | $605,784,751 | |
| 3 | DSGX |
Descartes Systems Group Inc
|
3,833,793 | $274,346,227 | |
| 4 | INTU |
Intuit Inc.
|
540,214 | $233,577,729 | |
| 5 | DDOG |
Datadog, Inc.
|
1,529,500 | $180,557,475 | |
| 6 | SNOW |
Snowflake Inc.
|
876,900 | $132,254,058 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
451,039 | $125,330,206 | |
| 8 | GWRE |
Guidewire Software, Inc.
|
561,952 | $84,045,541 |
All Filings in SAP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,976,340 | 180,926 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $43,999,017 | 181,133 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,313,370 | 53,566 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,700,683 | 51,630 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $56,645,403 | 211,017 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $36,731,085 | 149,186 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,235,078 | 5,391 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,610,596 | 42,688 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,094,313 | 5,611 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $938,979 | 6,074 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $841,226 | 6,505 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $906,092 | 6,623 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,364,209 | 10,780 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,103,204 | 10,691 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $999,618 | 12,303 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $834,775 | 5,958 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $769,728 | 5,700 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $847,816 | 6,036 | Shares | Sole | 2021-08-20 | |
| 2021-03-31 | $462,672 | 3,768 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $414,249 | 3,177 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $435,333 | 2,794 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $288,960 | 2,064 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $168,402 | 1,524 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||