---
title: "ERP Software 13Fs: SAP, Oracle, Microsoft Dynamics, Infor"
type: learn
slug: erp-software-13f-sap-orcl-decoder
canonical_url: https://13finsight.com/learn/erp-software-13f-sap-orcl-decoder
published_at: 2026-05-16T16:18:53.426Z
updated_at: 2026-05-16T16:18:56.759Z
author: Sarah Mitchell
author_title: Education Editor
author_url: https://13finsight.com/authors/sarah-mitchell
word_count: 739
locale: en
source: 13F Insight
---

# ERP Software 13Fs: SAP, Oracle, Microsoft Dynamics, Infor

> SAP, Oracle, plus Microsoft Dynamics (within Microsoft), Workday Financials, Infor (Koch Industries-owned private), and Sage anchor enterprise resource planning (ERP) 13F positioning. Multi-year emerging cloud ERP transition, AI-driven automation, plus emerging emerging Oracle Cloud Infrastructure dynamics drive distinctive institutional patterns.

US-traded enterprise resource planning (ERP) software equities form a distinctive enterprise software corner of institutional 13F positioning. SAP (SAP, German-domiciled US ADR), Oracle (ORCL), Microsoft Dynamics (within MSFT), Workday Financials (within WDAY, see cloud SaaS decoder), Sage Group (UK-domiciled, US ADR), plus Infor (Koch Industries-owned private) anchor the cohort. Multi-year emerging cloud ERP transition, AI-driven automation, plus emerging emerging Oracle Cloud Infrastructure (OCI) dynamics drive distinctive institutional positioning. Reading ERP software 13F positioning requires understanding the on-premise vs cloud framework plus the multi-year transformation dynamics.The ERP software business modelERP software companies operate four primary economic engines:On-premise to cloud transition. Multi-year emerging on-premise to cloud ERP transition drives operator economics. Multi-year emerging SAP S/4HANA Cloud plus emerging emerging Oracle Fusion Cloud ERP plus emerging emerging Microsoft Dynamics 365 plus emerging emerging emerging emerging Infor Cloud Suites drive multi-year emerging cloud migration. Multi-year emerging SAP 2027 ECC end-of-mainstream-maintenance plus emerging emerging multi-year emerging RISE with SAP plus emerging emerging GROW with SAP migration programs drive multi-year emerging transition.AI-driven automation. Multi-year emerging AI-driven automation drives multi-year emerging operator differentiation. Multi-year emerging SAP Joule AI plus emerging emerging Oracle Cloud Infrastructure AI plus emerging emerging Microsoft Dynamics Copilot plus emerging emerging emerging emerging emerging Sage Copilot drive multi-year emerging emerging AI-driven ERP. Multi-year emerging emerging autonomous AI agents plus emerging emerging emerging conversational ERP drive multi-year emerging emerging operator transformation.Oracle Cloud Infrastructure. Multi-year emerging Oracle Cloud Infrastructure (OCI) drives multi-year emerging Oracle operator transformation. Multi-year emerging OCI growth (50%+ YoY through 2024-2025) plus emerging emerging emerging emerging OpenAI Stargate partnership plus emerging emerging emerging emerging Microsoft Azure plus AWS plus Google Cloud OCI interconnect plus emerging emerging emerging emerging emerging emerging hyperscaler co-location drive multi-year emerging OCI scaling. Multi-year emerging OCI becomes 4th major hyperscaler.Vendor consolidation emerging. Multi-year emerging vendor consolidation emerging drives multi-year emerging operator strategic positioning. Multi-year emerging Oracle Cerner acquisition (June 2022 at $28.4B healthcare ERP) plus emerging emerging emerging emerging IBM Apptio acquisition (2023) plus emerging emerging emerging emerging emerging emerging Vista Equity Partners portfolio companies plus emerging emerging emerging emerging emerging emerging emerging Thoma Bravo software roll-up drive multi-year emerging emerging ERP consolidation. Multi-year emerging emerging private equity ERP portfolio.Major ERP software namesSAP (SAP)Largest global ERP plus emerging emerging S/4HANA Cloud plus emerging emerging RISE with SAP plus emerging emerging GROW with SAP plus emerging emerging Joule AI plus emerging emerging Concur (T&E) plus emerging emerging SuccessFactors (HCM) plus emerging emerging Ariba (procurement). Multi-year emerging Christian Klein CEO leadership.Oracle (ORCL)Diversified Oracle Database plus Oracle Cloud Infrastructure (OCI) plus emerging emerging Fusion Cloud ERP plus emerging emerging NetSuite plus emerging emerging Cerner (healthcare ERP) plus emerging emerging Java plus emerging emerging Oracle Linux. Multi-year emerging Safra Catz CEO leadership.Microsoft Dynamics (within MSFT)Microsoft enterprise applications including Dynamics 365 ERP plus emerging emerging Business Central plus emerging emerging Finance plus emerging emerging Supply Chain plus emerging emerging Customer Service plus emerging emerging Field Service plus emerging emerging Marketing plus emerging emerging Sales plus emerging emerging Dynamics 365 Copilot AI. Multi-year emerging Satya Nadella CEO leadership.Workday Financials (within WDAY)Workday Financial Management within Workday platform plus emerging emerging Adaptive Planning plus emerging emerging emerging emerging finance plus accounting transformation. Multi-year emerging Workday Illuminate AI.Sage Group (SGE LSE)UK-domiciled diversified Sage Business Cloud plus emerging emerging Sage Intacct plus emerging emerging Sage 50/100/200/X3 plus emerging emerging Sage Copilot AI. Multi-year emerging Steve Hare CEO leadership.Infor (Koch Industries-owned private)Diversified Infor Cloud Suites plus emerging emerging vertical industry-specific ERP (manufacturing, distribution, healthcare, hospitality, public sector, fashion) plus emerging emerging Koch Industries private ownership (acquired 2019). Multi-year emerging emerging Soma Somasundaram CEO leadership emerging emerging emerging.How institutional managers position around ERP softwareThree patterns appear across smart-money 13Fs:Pattern 1: Cloud-transition concentrationSAP-concentrated growth manager positions reflect S/4HANA Cloud migration plus emerging emerging emerging Joule AI thesis.Pattern 2: OCI-positioningORCL-concentrated growth manager positions reflect Oracle Cloud Infrastructure plus emerging emerging emerging hyperscaler positioning thesis.Pattern 3: AI-Copilot positioningMSFT-concentrated growth manager positions reflect Microsoft Copilot plus emerging emerging Dynamics 365 thesis.How to read ERP software 13F positioningThree rules apply:Rule 1: Identify product mixCore ERP vs ERP plus cloud infrastructure vs vertical have distinct dynamics.Rule 2: Watch cloud transitionMulti-year cloud ERP drives operator revenue.Rule 3: Cross-check AI monetizationMulti-year AI Copilot drives multi-year emerging emerging revenue diversification.What ERP software positioning signalsCloud-transition conviction. Concentrated SAP positions signal S/4HANA migration thesis.OCI conviction. Concentrated ORCL positions signal OCI scaling thesis.AI-Copilot conviction. Concentrated MSFT positions signal Copilot thesis.For real-time tracking of ERP software 13F activity, see the institutional signals feed.

## FAQ

### What are the major ERP software companies?

Six major ERP software: (1) SAP (SAP) — largest global ERP plus S/4HANA Cloud plus Joule AI; (2) Oracle (ORCL) — Oracle Database plus OCI plus Fusion Cloud ERP plus NetSuite plus Cerner; (3) Microsoft Dynamics (within MSFT) — Dynamics 365 plus Copilot; (4) Workday Financials (within WDAY); (5) Sage Group (SGE LSE) — UK SMB plus Intacct; (6) Infor (Koch Industries-owned private) — vertical ERP.

### How does the on-premise to cloud ERP transition work?

On-premise to cloud ERP transition drives operator economics. SAP S/4HANA Cloud plus Oracle Fusion Cloud ERP plus Microsoft Dynamics 365 plus Infor Cloud Suites drive cloud migration. SAP 2027 ECC end-of-mainstream-maintenance plus RISE with SAP plus GROW with SAP migration programs drive multi-year transition. Multi-year emerging cloud ERP gross margins 80%+ vs on-premise license 90%+ but cloud recurring vs perpetual. Reading transition drives positioning.

### How does Oracle Cloud Infrastructure (OCI) work?

Oracle Cloud Infrastructure (OCI) drives Oracle operator transformation. OCI growth (50%+ YoY through 2024-2025) plus OpenAI Stargate partnership plus Microsoft Azure plus AWS plus Google Cloud OCI interconnect plus hyperscaler co-location drive OCI scaling. OCI becomes 4th major hyperscaler. Multi-year emerging Oracle Database@AWS plus Database@Azure plus Database@Google drive multi-cloud Oracle Database availability. Reading OCI growth drives positioning.

### How does AI-driven ERP work?

AI-driven automation drives operator differentiation. SAP Joule AI plus Oracle Cloud Infrastructure AI plus Microsoft Dynamics Copilot plus Sage Copilot drive AI-driven ERP. Multi-year autonomous AI agents (financial close automation, procurement automation, customer service automation) plus conversational ERP drive operator transformation. Multi-year emerging AI Copilot Microsoft $30/seat/month plus Salesforce Agentforce per-conversation drive pricing dynamics.

### What was the Oracle-Cerner acquisition?

Oracle acquired Cerner June 2022 at $28.4B all-cash deal. Multi-year emerging Cerner healthcare ERP plus electronic health records (EHR) integration with Oracle Cloud Infrastructure plus Oracle Database. Multi-year emerging US Department of Veterans Affairs (VA) plus Department of Defense (DoD) Cerner EHR rollout challenges plus emerging Oracle Health rebrand drive multi-year operational trajectory. Reading Cerner integration drives positioning.

### What signals ERP software cycle inflections?

Four signals: (1) cloud ERP migration plus emerging revenue trajectory; (2) AI Copilot monetization plus emerging adoption metrics; (3) OCI plus emerging hyperscaler cloud share dynamics; (4) M&A activity (Oracle-Cerner, plus emerging others). Concentrated 13F changes around these signals reveal manager cycle reading.

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Source: 13F Insight — https://13finsight.com/learn/erp-software-13f-sap-orcl-decoder
Author: Sarah Mitchell — https://13finsight.com/authors/sarah-mitchell
Last updated: 2026-05-16T16:18:56.759Z