RIVERBRIDGE PARTNERS LLC has added 133,591 shares of $SAP to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $SAP.
SAP SE Hedge Fund Activity
We have seen 429 institutional investors add shares of SAP SE stock to their portfolio, and 479 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 2,091,585 shares (-23.2%) from their portfolio in Q3 2025, for an estimated $558,892,427
- WINDACRE PARTNERSHIP LLC added 1,336,325 shares (+130.9%) to their portfolio in Q3 2025, for an estimated $357,079,403
- MORGAN STANLEY added 1,051,011 shares (+30.2%) to their portfolio in Q3 2025, for an estimated $280,840,649
- TD ASSET MANAGEMENT INC removed 992,065 shares (-66.3%) from their portfolio in Q3 2025, for an estimated $265,089,688
- D. E. SHAW & CO., INC. added 921,031 shares (+inf%) to their portfolio in Q3 2025, for an estimated $246,108,693
- SUSTAINABLE GROWTH ADVISERS, LP added 773,720 shares (+1126.3%) to their portfolio in Q3 2025, for an estimated $206,745,721
- BANK OF AMERICA CORP /DE/ removed 601,828 shares (-22.7%) from their portfolio in Q3 2025, for an estimated $160,814,459
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
SAP SE Government Contracts
We have seen $32,411,105 of award payments to $SAP over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- DEFENSE COMMISSARY AGENCY (DECA) ELECTRONIC BUSINESS SYSTEM DELIVERY ORDER UNDER SAP NATIONAL SECURITY SERV...: $12,499,997
- SAP MAXSECURE SUPPORT SERVICES: $4,271,493
- E-GOVERNMENT TRAVEL SERVICES: $3,266,098
- IGF::CT::IGF - TRAVEL MANAGEMENT SERVICES: $1,853,222
- CONCURGOV TRAVEL SYSTEM SUPPORT ETS2 TASK ORDER: $1,814,914
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
SAP SE Congressional Stock Trading
Members of Congress have traded $SAP stock 12 times in the past 6 months. Of those trades, 5 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $SAP stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 10/21 and 1 sale worth up to $15,000 on 11/07.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 9 times. They made 4 purchases worth up to $60,000 on 10/30, 09/25, 08/04, 07/16 and 5 sales worth up to $75,000 on 10/31, 10/30, 10/14, 08/13, 07/22.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
SAP SE Analyst Ratings
Wall Street analysts have issued reports on $SAP in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Scotiabank issued a "Sector Outperform" rating on 11/10/2025
- Barclays issued a "Overweight" rating on 10/24/2025
- Argus Research issued a "Buy" rating on 10/24/2025
- JMP Securities issued a "Market Outperform" rating on 07/23/2025
To track analyst ratings and price targets for SAP SE, check out Quiver Quantitative's $SAP forecast page.
SAP SE Price Targets
Multiple analysts have issued price targets for $SAP recently. We have seen 6 analysts offer price targets for $SAP in the last 6 months, with a median target of $320.0.
Here are some recent targets:
- John Zamparo from Scotiabank set a target price of $39.0 on 11/10/2025
- Raimo Lenschow from Barclays set a target price of $348.0 on 10/24/2025
- Joseph Bonner from Argus Research set a target price of $320.0 on 10/24/2025
- Patrick Walravens from JMP Securities set a target price of $375.0 on 10/23/2025
- Keith Bachman from BMO Capital set a target price of $320.0 on 10/23/2025
- Michael Van Aelst from TD Cowen set a target price of $38.0 on 10/09/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $SAP ticker page for more data.
