SAP — SAP SE

Ownership history in Bison Wealth, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in SAP SE (SAP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.32% (2024 Q3)
Avg. % of fund
0.25%
First filed
2023 Q3
Last filed
2024 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 8,740 +490 +5.9% 0.32% $2.0M $227.05
2024 Q2 UNCHANGED 8,250 — 0% 0.26% $1.6M $199.90
2024 Q1 REDUCED 8,250 -55 -0.7% 0.26% $1.6M $190.89
2023 Q4 ADDED 8,305 +1,807 +27.8% 0.23% $1.3M $151.31
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SAP price (monthly, adj. close)

Other funds also holding SAP

As of 2025 Q4 — sorted by position size

UNIO CAPITAL LLC 3Y 7Y 7.35% Promethos Capital, LLC 6.72% Night Owl Capital Management, LLC 3Y 7Y 6.59% WINDACRE PARTNERSHIP LLC 3Y 7Y 6.39% COERENTE CAPITAL MANAGEMENT 3Y 5.14% Bluegrass Capital Partners LP 3Y 4.93% Foresight Global Investors, Inc. 4.62% Henry James International Management Inc. 3Y 7Y 3.88% Petrus Trust Company, LTA 3Y 7Y 3.75% Cox Capital Mgt LLC 3Y 7Y 3.41%
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