As of the latest SEC filings, THE SAGE GROUP PLC (SGE) is held by 192 institutional funds. The largest fund shareholder is New Perspective Fund (ANWPX), holding an estimated $156,135,102.61 in market value, representing 0.10% of its portfolio.
Funds holding THE SAGE GROUP PLC (SGE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SGE
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
ANWPX
New Perspective Fund
|
MF | Independent / Boutique | 0.10% | $156,135,102.61 | 13,979,707 | Mar 31, 2026 | May 28, 2026 |
|
HSWRX
Hartford Schroders International Stock Fund
|
MF | Independent / Boutique | 1.51% | $140,869,742.27 | 11,811,354 | Apr 30, 2026 | Jun 25, 2026 |
|
CNGAX
New Economy Fund
|
MF | Independent / Boutique | 0.19% | $86,790,314.69 | 7,836,606 | Feb 28, 2026 | Apr 27, 2026 |
|
DISAX
BNY Mellon International Stock Fund
|
MF | Independent / Boutique | 1.73% | $70,067,017.18 | 6,326,600 | Feb 28, 2026 | Apr 23, 2026 |
|
-
Variable Portfolio - Partners International Core Equity Fund
|
ETF | Columbia Threadneedle | 1.51% | $26,605,277.04 | 2,374,328 | Mar 31, 2026 | May 28, 2026 |
|
SCHF
Schwab International Equity ETF
|
ETF | Charles Schwab | 0.04% | $22,229,156.40 | 2,011,928 | Feb 28, 2026 | Apr 24, 2026 |
|
BROKX
BlackRock Advantage International Fund
|
MF | BlackRock / iShares | 0.26% | $20,351,735.04 | 1,849,530 | Feb 27, 2026 | Apr 24, 2026 |
|
TCIHX
Nuveen International Equity Index Fund
|
MF | TIAA / Nuveen | 0.05% | $18,078,910.57 | 1,515,843 | Apr 30, 2026 | Jun 24, 2026 |
|
GICIX
Goldman Sachs International Small Cap Insights Fund
|
MF | Goldman Sachs | 0.23% | $15,810,455.20 | 1,325,640 | Apr 30, 2026 | Jun 22, 2026 |
|
SPDW
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
ETF | State Street (SPDR) | 0.04% | $14,645,775.85 | 1,325,642 | Mar 31, 2026 | May 28, 2026 |
|
ESGD
iShares ESG Aware MSCI EAFE ETF
|
ETF | BlackRock / iShares | 0.12% | $14,106,801.89 | 1,282,001 | Feb 28, 2026 | Apr 23, 2026 |
|
GSIE
Goldman Sachs ActiveBeta(R) International Equity ETF
|
ETF | Goldman Sachs | 0.23% | $12,743,546.98 | 1,153,398 | Feb 28, 2026 | Apr 28, 2026 |
|
EWU
iShares MSCI United Kingdom ETF
|
ETF | BlackRock / iShares | 0.31% | $10,123,933.24 | 920,045 | Feb 28, 2026 | Apr 23, 2026 |
|
DFIEX
INTERNATIONAL CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $9,562,754.42 | 801,798 | Apr 30, 2026 | Jun 24, 2026 |
|
GCIUX
Goldman Sachs International Equity Insights Fund
|
MF | Goldman Sachs | 0.15% | $9,546,466.96 | 800,431 | Apr 30, 2026 | Jun 22, 2026 |
|
SCIIX
Virtus SGA International Growth Fund
|
MF | Duff & Phelps / Virtus | 3.90% | $9,092,100.25 | 811,404 | Mar 31, 2026 | May 29, 2026 |
|
SWISX
Schwab International Index Fund
|
MF | Charles Schwab | 0.05% | $7,334,882.32 | 615,000 | Apr 30, 2026 | Jun 25, 2026 |
|
BTMGX
iShares MSCI EAFE International Index Fund
|
MF | BlackRock / iShares | 0.05% | $6,641,380.81 | 592,695 | Mar 31, 2026 | May 28, 2026 |
|
BBTIX
Bridge Builder Tax Managed International Equity Fund
|
MF | Independent / Boutique | 0.23% | $6,092,730.30 | 543,732 | Mar 31, 2026 | May 22, 2026 |
|
CMIEX
Multi-Manager International Equity Strategies Fund
|
MF | Columbia Threadneedle | 0.18% | $5,689,843.48 | 517,083 | Feb 28, 2026 | Apr 27, 2026 |
|
-
Variable Portfolio - Partners International Growth Fund
|
ETF | Columbia Threadneedle | 0.41% | $5,160,083.22 | 460,500 | Mar 31, 2026 | May 28, 2026 |
|
IPKW
Invesco International BuyBack AchieversTM ETF
|
ETF | Invesco | 0.96% | $5,087,915.36 | 427,197 | Apr 30, 2026 | Jun 29, 2026 |
|
DFALX
LARGE CAP INTERNATIONAL PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.06% | $4,435,421.23 | 371,892 | Apr 30, 2026 | Jun 24, 2026 |
|
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
|
ETF | Independent / Boutique | 0.05% | $4,232,563.70 | 382,173 | Feb 27, 2026 | Apr 29, 2026 |
|
CGIC
Capital Group International Core Equity ETF
|
ETF | Independent / Boutique | 0.27% | $4,047,245.83 | 365,440 | Feb 28, 2026 | Apr 28, 2026 |
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