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Jeremy Grantham's SAP SE (SAP) position

Yes: as of Q1 2026, Jeremy Grantham holds 101K shares of SAP worth $17M (0.0% of the disclosed portfolio). Last quarter the position was increased by 32.1%. First disclosed Q1 2023.
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Current value
$17M
Shares held
101K
% of portfolio
0.0%
Est. average buy price (i)
$244.82
Quarter-end price
$171.21

Estimated trade prices

Average price in quarters with purchases
$244.62
Average prices in quarters with sales
  • Q2 2023: $132.24 (152 shares sold)

SAP price vs Grantham's position

1Y 3Y 5Y MAX
Dates
$70$200$40020222023202420252026New position of 2K shares · Q1 2023. Average closing price $117.30 · Price range $103.98–$126.552KsharespurchasedSold 152 shares (9.7%) · Q2 2023. Average closing price $132.24 · Price range $126.32–$137.28152sharessoldAdded 118 shares (8.4%) · Q3 2023. Average closing price $136.11 · Price range $127.18–$144.99118sharespurchasedAdded 673 shares (44.1%) · Q4 2023. Average closing price $144.62 · Price range $127.61–$160.16673sharespurchasedAdded 2K shares (94.0%) · Q1 2024. Average closing price $177.64 · Price range $148.52–$197.092KsharespurchasedAdded 3K shares (80.5%) · Q3 2024. Average closing price $212.60 · Price range $197.21–$230.933KsharespurchasedAdded 2K shares (31.5%) · Q4 2024. Average closing price $237.94 · Price range $218.13–$255.542KsharespurchasedAdded 13K shares (131.6%) · Q1 2025. Average closing price $272.40 · Price range $241.40–$293.6913KsharespurchasedAdded 13K shares (54.3%) · Q2 2025. Average closing price $286.57 · Price range $237.53–$309.8013KsharespurchasedAdded 6K shares (17.7%) · Q3 2025. Average closing price $281.28 · Price range $252.42–$311.936KsharespurchasedAdded 34K shares (79.7%) · Q4 2025. Average closing price $254.75 · Price range $233.94–$279.1134KsharespurchasedAdded 25K shares (32.1%) · Q1 2026. Average closing price $206.40 · Price range $164.02–$248.8925Ksharespurchased
Average closing price · filing quarter
$206.40
Price range · filing quarter
$164.02 – $248.89
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Added +25K +$5.1M +32.1% 101K May 14, 2026
Q4 2025 Added +34K +$8.6M +79.7% 76K Feb 17, 2026
Q3 2025 Added +6K +$1.8M +17.7% 43K Nov 13, 2025
Q2 2025 Added +13K +$3.6M +54.3% 36K Aug 13, 2025
Q1 2025 Added +13K +$3.6M +131.6% 23K May 14, 2025
Q4 2024 Added +2K +$576K +31.5% 10K Feb 13, 2025
Q3 2024 Added +3K +$729K +80.5% 8K Nov 13, 2024
Q2 2024 Unchanged – – – 4K Aug 13, 2024
Q1 2024 Added +2K +$367K +94.0% 4K May 14, 2024
Q4 2023 Added +673 +$97K +44.1% 2K Feb 13, 2024
Q3 2023 Added +118 +$16K +8.4% 2K Nov 13, 2023
Q2 2023 Reduced −152 −$20K −9.7% 1K Aug 14, 2023
Q1 2023 New +2K +$183K – 2K May 12, 2023
Data through Q1 2026 · filed May 14, 2026
13 grouped rows from 13 quarters

More Grantham positions

Microsoft Corporation(MSFT)
$2.3B
5.8% of portfolio

Alphabet Inc.(GOOGL)
$1.9B
5.1% of portfolio

Johnson & Johnson(JNJ)
$1.8B
4.6% of portfolio

Apple Inc.(AAPL)
$1.8B
4.5% of portfolio

Meta Platforms, Inc.(META)
$1.7B
4.5% of portfolio

Lam Research Corporation(LRCX)
$1.4B
3.8% of portfolio

Common questions

Does Jeremy Grantham own SAP?

Yes. As of Q1 2026, Jeremy Grantham disclosed 101K shares of SAP, worth $17M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jeremy Grantham buy SAP?

Jeremy Grantham first disclosed a SAP position in Q1 2023; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jeremy Grantham sell SAP?

The quarter-by-quarter table above shows each sale and reduction Jeremy Grantham disclosed in SAP. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of SAP does Jeremy Grantham own?

Jeremy Grantham disclosed 101K shares of SAP as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jeremy Grantham pay for SAP?

Jeremy Grantham's estimated average buy price for SAP is $244.82, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.