Atlassian’s 35% Rally Raises a Bigger Question: Is AI Really Killing SaaS Stocks?
Atlassian Corporation ($TEAM), the maker of Jira, Confluence, and other workplace software, delivered a strong fiscal fourth quarter that challenge...
Sap Se (SAP)
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Sector: Technology
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 14,931,460 | $2,301,087,500 | +3% | 0.69% |
| 2. | Bailard Inc Thomas Bailard | 13,553 | $2,088,580 | +2% | 0.04% |
| 3. | 11,900 | $1,833,909 | -42% | 0.01% | |
| 4. | Walleye Capital Will England | 11,830 | $1,823,121 | -44% | 0.01% |
| 5. | Winton Capital Management David Harding | 11,780 | $1,815,416 | +46% | 0.06% |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,249,520 | $192,563,479 | 0% | |
| 2. | 592,149 | $91,254,486 | 0.02% | |
| 3. | 583,211 | $89,878,802 | 0.04% | |
| 4. | 227,588 | $43,799,138 | 0.01% | |
| 5. | Imc-chicago, LlcCALL | 281,000 | $43,304,910 | 0.01% |
News See All
Is This the Good Time to Increase Your Holdings in SAP SE (SAP)?
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
An Analysis of SAP SE (SAP) in the AI Transition Era
Ironvine Capital Partners, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
What Gives SAP SE (SAP) an Irreplaceable Position in Its Clients’ Tech Ecosystems?
Harris Oakmark recently released its second-quarter 2026 investor letter for its “Oakmark Global Select Fund”. A copy of the letter can be downloaded here.
10 AI Stocks on Wall Street’s Radar: Datadog, Microsoft, and More
Is this the ‘beginning of the end’ of the artificial intelligence trade? That’s the big question as famed “Big Short” trader Michael Burry continues to question whether the massive sums of money...
12 Best Stocks to Invest In According to Two Sigma Advisors with Huge Upside Potential
Two Sigma is one of the largest quantitative hedge funds in the world, with more than $70 billion in assets under management.
Is SAP SE (SAP) A Good Stock To Buy Now?
Is SAP a good stock to buy? We came across a bullish thesis on SAP SE on r/ValueInvesting by HatedMoats. In this article, we will summarize the bulls’ thesis on SAP.
10 Best SaaS Stocks to Buy According to Reddit
In a blog post on June 18, market intelligence and advisory company IDC highlighted that enterprise buyers now expect their software vendors to supply agents and serve as the trusted source of data and...
Is SAP SE (SAP) Positioned to Benefit from AI?
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q1 2026 investor letter for the “Growth Equity Strategy.” A copy of the letter can be downloaded...
10 Stocks Expected to Bounce Back According to Analysts
On June 22, Stephen Parker, JPMorgan Private Bank co-head of global investment strategy, appeared on a CNBC Television interview to discuss the latest market trends and his S&P 500 base and bullish...
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