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Night Owl Capital Management, LLC: SAP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Night Owl Capital Management, LLC on SAP, newest first. How the timeline and the estimate are built.

Night Owl Capital Management, LLC held 188,848 SAP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 188,848 shares
    Change vs previous 13F -60,169 shares

    3.05% of the 13F portfolio, value $29,103,365.

    13F-HR 0001410833-26-000005 filed by Night Owl Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 249,017 shares
    Change vs previous 13F +1,465 shares

    4.97% of the 13F portfolio, value $42,634,201.

    13F-HR 0001410833-26-000004 filed by Night Owl Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 247,552 shares
    Change vs previous 13F +2,494 shares

    6.59% of the 13F portfolio, value $60,132,856.

    13F-HR 0001410833-26-000003 filed by Night Owl Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 245,058 shares
    Change vs previous 13F +2,085 shares

    7.14% of the 13F portfolio, value $65,481,948.

    13F-HR 0001410833-25-000008 filed by Night Owl Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 242,973 shares
    Change vs previous 13F +7,125 shares

    8.54% of the 13F portfolio, value $73,888,089.

    13F-HR 0001410833-25-000006 filed by Night Owl Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 235,848 shares
    Change vs previous 13F +8,178 shares

    7.91% of the 13F portfolio, value $63,311,037.

    13F-HR 0001410833-25-000005 filed by Night Owl Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 227,670 shares
    Change vs previous 13F +6,647 shares

    7.24% of the 13F portfolio, value $56,054,631.

    13F-HR 0001410833-25-000002 filed by Night Owl Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 221,023 shares
    Change vs previous 13F not available

    6.92% of the 13F portfolio, value $50,636,369.

    13F-HR 0001410833-24-000012 filed by Night Owl Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).