Mingdom Alpha
as of 2026-09-30
Report date
2026-09-30
Web data generated
2026-09-30 1:41 PM PDT
Alpha report generated
2026-09-30 1:41 PM PDT
Alpha web build revision f0e5a86caf26Alpha web package 20260930T204336686069Z-735cc190e1b4
13F ticker

SAP

Summary

Fund evidence

4Q flow window

Rank
22
Managers
14
Net value
$14.3M
Conviction
0.113
Alpha OwnershipFlowServicegen 2026-08-18 8:55 PM PDTas of 2026-06-30124 / 129 managers
13F

Latest institutional flows

13F home

2026 Q2 · 4-quarter aggregate. Rank basis: manager-quality-weighted share/lifecycle flow and breadth—not reported dollars. Net shares / units are filed position changes; reported value Δ is price-sensitive and can move opposite to share direction.

RankTickerFlow scoreFlow managersAdds / increasesTrims / exitsNet shares / units ΔValue Δ · price-sensitiveWeighted flow
22
SAP
33.5182519+6,521,988$14.3M0.113
Latest quarter

Fresh flow rows

TickerStateManagersAddsTrimsNet valueDriver
Manager ledger

Who changed the position

ManagerLifecycleShares ΔValue ΔWeightEvidence
D. E. Shaw & Co., Inc.FIRST_OBSERVED2,301,078$559.0M0.3%C
Ruane CunniffTRIM-1,913,444-$520.8M4.3%B
D. E. Shaw & Co., Inc.TRIM-2,806,520-$505.3M0.3%C
EAGLE CAPITAL MANAGEMENT LLCBUILD3,705,173$337.3M3.7%A
EAGLE CAPITAL MANAGEMENT LLCBUILD1,130,878$201.5M2.9%A
D. E. Shaw & Co., Inc.BUILD1,955,594$169.8M0.3%C
Ruane CunniffTRIM-165,256-$135.0M4.6%B
EAGLE CAPITAL MANAGEMENT LLCBUILD4,772-$109.7M2.7%A
MILLENNIUM MANAGEMENT LLCFIRST_OBSERVED397,324$96.5M0.0%C
SANDS CAPITAL MANAGEMENT, LLCEXIT-394,117-$95.7M0.3%B
MILLENNIUM MANAGEMENT LLCTRIM-378,278-$93.3M0.0%C
First Pacific AdvisorsINITIATION555,426$85.6M1.0%A
POLEN CAPITAL MANAGEMENT LLCTRIM-141,519-$55.8M0.4%C
MAPLELANE CAPITAL, LLCINITIATION220,000$54.1M0.9%B
MAPLELANE CAPITAL, LLCEXIT-220,000-$54.1M1.1%B
POLEN CAPITAL MANAGEMENT LLCTRIM-166,658-$45.3M0.2%C
CITADEL ADVISORS LLCTRIM-247,226-$43.9M0.0%C
CITADEL ADVISORS LLCFIRST_OBSERVED155,000$37.7M0.0%C
CITADEL ADVISORS LLCFIRST_OBSERVED147,700$35.9M0.0%C
POLEN CAPITAL MANAGEMENT LLCTRIM-111,620-$35.5M0.3%C
MARSHALL WACE, LLPFIRST_OBSERVED142,467$34.6M0.0%C
Ruane CunniffTRIM-27,668-$32.5M0.8%B
CITADEL ADVISORS LLCBUILD222,200$31.6M0.0%C
MARSHALL WACE, LLPTRIM-174,771-$30.3M0.0%C
SANDS CAPITAL MANAGEMENT, LLCBUILD150,884$29.6M0.3%B
CITADEL ADVISORS LLCBUILD219,777$29.1M0.0%C
CITADEL ADVISORS LLCFIRST_OBSERVED119,430$29.0M0.0%C
MILLENNIUM MANAGEMENT LLCBUILD160,900$23.9M0.0%C
SANDS CAPITAL MANAGEMENT, LLCTRIM-46,153-$21.9M0.3%B
Causeway Capital ManagementBUILD173,796$19.0M1.2%C
Grantham, Mayo, Van Otterloo & Co. LLCFIRST_OBSERVED76,449$18.6M0.0%C
Ruane CunniffTRIM-78,115-$17.9M0.5%B
Night Owl Capital Management, LLCBUILD1,465-$17.5M6.4%A
Causeway Capital ManagementBUILD205,257$17.2M1.0%C
Causeway Capital ManagementBUILD78,699$16.8M0.6%C
Night Owl Capital Management, LLCTRIM-60,169-$13.5M4.2%A
MILLENNIUM MANAGEMENT LLCFIRST_OBSERVED54,600$13.3M0.0%C
CITADEL ADVISORS LLCBUILD139,900$12.8M0.0%C
CITADEL ADVISORS LLCBUILD114,900$12.7M0.0%C
EAGLE CAPITAL MANAGEMENT LLCBUILD792,012-$12.2M3.5%A
Causeway Capital ManagementBUILD57,000$9.1M0.7%C
CITADEL ADVISORS LLCBUILD8,500-$9.1M0.0%C
Night Owl Capital Management, LLCBUILD2,085-$8.4M7.6%A
POLEN CAPITAL MANAGEMENT LLCTRIM-37,901-$7.0M0.1%C
MILLENNIUM MANAGEMENT LLCFIRST_OBSERVED27,600$6.7M0.0%C
Night Owl Capital Management, LLCBUILD2,494-$5.3M6.5%A
MAPLELANE CAPITAL, LLCINITIATION22,000$5.3M0.1%B
MAPLELANE CAPITAL, LLCEXIT-22,000-$5.3M0.1%B
Skye Global Management LPINITIATION23,200$4.0M0.1%A
Skye Global Management LPEXIT-23,200-$4.0M0.1%A
MILLENNIUM MANAGEMENT LLCBUILD500-$3.8M0.0%C
D. E. Shaw & Co., Inc.FIRST_OBSERVED15,000$3.6M0.0%C
MILLENNIUM MANAGEMENT LLCBUILD31,900$3.5M0.0%C
D. E. Shaw & Co., Inc.INITIATION21,500$3.3M0.0%C
D. E. Shaw & Co., Inc.TRIM-10,400-$2.9M0.0%C
MILLENNIUM MANAGEMENT LLCTRIM-9,943-$1.9M0.0%C
Point72 Asset Management, L.P.INITIATION11,200$1.7M0.0%C
D. E. Shaw & Co., Inc.EXIT-6,900-$1.7M0.0%C
D. E. Shaw & Co., Inc.FIRST_OBSERVED6,900$1.7M0.0%C
MILLENNIUM MANAGEMENT LLCTRIM-4,000-$1.6M0.0%C
Grantham, Mayo, Van Otterloo & Co. LLCBUILD24,538-$1.3M0.0%C
Pzena Investment ManagementINITIATION6,554$1.0M0.0%B
D. E. Shaw & Co., Inc.BUILD6,400$907.6K0.0%C
Grantham, Mayo, Van Otterloo & Co. LLCBUILD16,660$840.6K0.0%C
MARSHALL WACE, LLPBUILD54,924-$811.3K0.0%C
Point72 Asset Management, L.P.EXIT-2,400-$583.0K0.0%C
Point72 Asset Management, L.P.FIRST_OBSERVED2,400$583.0K0.0%C
HARRIS ASSOCIATES L PINITIATION1,454$248.9K0.0%B
Gotham Asset Management, LLCBUILD787$169.9K0.0%C
Gotham Asset Management, LLCTRIM-67-$130.6K0.0%C
Point72 Asset Management, L.P.INITIATION800$123.3K0.0%C
Gotham Asset Management, LLCCORE0-$27.3K0.0%C
Gotham Asset Management, LLCBUILD17-$27.1K0.0%C
HARRIS ASSOCIATES L PBUILD219$8.9K0.0%B

Reported value change can reflect price movement. Share count and lifecycle state are the primary read on buying or selling.

Back to 13F