Vault-13

SAGE GROUP PLC F SGPYY

COM · ADR · CUSIP 78663S201

7 institutional holders -2 vs Q2 2025
150,781150.8k shares reported held*
$8.9mreported value*
0 new 2 added 4 reduced 1 sold out net sold ≈ $737.3k (-12.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $59.22.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0510Q3 22: 2Q4 22: 3Q1 23: 4Q2 23: 7Q3 23: 7Q4 23: 6Q1 24: 6Q2 24: 9Q3 24: 8Q4 24: 9Q1 25: 7Q2 25: 9Q3 25: 77Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 20222
Q4 20223
Q1 20234
Q2 20237
Q3 20237
Q4 20236
Q1 20246
Q2 20249
Q3 20248
Q4 20249
Q1 20257
Q2 20259
Q3 20257

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q4 23: 0 bought or addedQ4 23: 5 cut or sold outQ1 24: 4 bought or addedQ1 24: 2 cut or sold outQ1 24Q2 24: 4 bought or addedQ2 24: 4 cut or sold outQ3 24: 2 bought or addedQ3 24: 3 cut or sold outQ3 24Q4 24: 4 bought or addedQ4 24: 3 cut or sold outQ1 25: 3 bought or addedQ1 25: 5 cut or sold outQ1 25Q2 25: 6 bought or addedQ2 25: 2 cut or sold outQ3 25: 2 bought or addedQ3 25: 5 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 202305
Q1 202442
Q2 202444
Q3 202423
Q4 202443
Q1 202535
Q2 202562
Q3 202525

Biggest buyers

Salomon & Ludwin, LLC Added +135+135
PNC Financial Services Group, Inc. Added +31+31

Biggest sellers

HANTZ FINANCIAL SERVICES, INC. Reduced -8,089-8.1k
Brooklyn Investment Group Sold out -3,080-3.1k
RHUMBLINE ADVISERS Reduced -1,234-1.2k
GAMMA Investing LLC Reduced -140-140
Boston Common Asset Management, LLC Reduced -74-74

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HANTZ FINANCIAL SERVICES, INC. 0.09% of their portfolio SOUTHFIELD, MI 95,40795.4k $5.6m $5.6m 0.09% Reduced -8.1k -8,089
2 Boston Common Asset Management, LLC 0.07% of their portfolio BOSTON, MA 44,27744.3k $2.6m $2.6m 0.07% Reduced -74 -74
3 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 6,9176.9k $409.6k $409.6k 0.00% Reduced -1.2k -1,234
4 GAMMA Investing LLC 0.01% of their portfolio FOSTER CITY, CA 2,4662.5k $146.0k $146.0k 0.01% Reduced -140 -140
5 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 1,4551.5k $86.2k $86.2k 0.01% Unchanged
6 Salomon & Ludwin, LLC 0.00% of their portfolio RICHMOND, VA 137137 $8.1k $8.1k 0.00% Added +135 +135
7 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 122122 $7.2k $7.2k 0.00% Added +31 +31