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ARM

Arm Holdings plc American Depositary Shares

Sector: technologySemiconductorsNASDAQMarket Cap: $133.37B

Arm Holdings plc designs and licenses semiconductor intellectual property (CPU, GPU, NPU architectures) and software, with zero federal contracts, zero lobbying spend, and two congressional traders executing offsetting trades in 2025.

Next filing → your inbox
Govt Dependence
0/100
Regulatory Density
60/100
Lobbying Intensity
0/100
Political Signal
NEUTRAL

BusinessWhat ARM does

Arm Holdings plc is a semiconductor and software design company that licenses its intellectual property (IP) for central processing units (CPUs), graphics processing units (GPUs), neural processing units (NPUs), and related software and tools. Its primary revenue lines are royalty fees from chip manufacturers that incorporate its designs and license fees for accessing its IP portfolio. The company's technology is used in smartphones, servers, automotive, and Internet of Things (IoT) devices.

12 months past · 3 months futureARM activity timeline

$453$277$101 OctNovDecJan '26FebMarAprMayJunJulAugSepOctNovDec ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Sep 14 $439.46 hi $104.55 lo $254.70 CONGRESS 7 INSIDERS 0 13F FUNDS 30 BILLS 48 Cleo Fields (D) · Sale · 2025-12-11 Two Sigma Investments · - $87748M · 2026-03-31Renaissance Technologies · - $2557M · 2026-03-31Citadel Advisors · holds $645M · 2025-09-30Citadel Advisors · - $413M · 2025-12-31D.E. Shaw & Co. · + $142M · 2025-09-30Two Sigma Investments · + $138M · 2025-12-31D.E. Shaw & Co. · + $133M · 2025-12-31Renaissance Technologies · + $70M · 2025-09-30Renaissance Technologies · holds $52M · 2025-12-31Bridgewater Associates · OPENED $36M · 2025-12-31Two Sigma Investments · OPENED $30M · 2025-09-30 MARKUP · House Judiciary Subcommittee on Administrative State, Regula · 2026-09-14MARKUP · Senate Judiciary · 2026-09-15MARKUP · House Judiciary Subcommittee on Crime and Federal Government · 2026-09-15MARKUP · House Judiciary Subcommittee on Immigration Integrity, Secur · 2026-09-15MARKUP · House Financial Services · 2026-09-15MARKUP · House Science, Space, and Technology · 2026-09-15MARKUP · House Energy and Commerce Subcommittee on Energy · 2026-09-15MARKUP · House Energy and Commerce Subcommittee on Health · 2026-09-15MARKUP · House Education and Workforce Subcommittee on Health, Employ · 2026-09-15MARKUP · House Small Business Subcommittee on Innovation, Entrepreneu · 2026-09-15MARKUP · Senate Intelligence (Select) · 2026-09-15MARKUP · House Financial Services · 2026-09-16MARKUP · House Homeland Security · 2026-09-16MARKUP · House Science, Space, and Technology Subcommittee on Investi · 2026-09-16MARKUP · Senate Commerce, Science, and Transportation · 2026-09-16MARKUP · Senate Judiciary · 2026-09-16MARKUP · House Education and Workforce Subcommittee on Higher Educati · 2026-09-16MARKUP · Senate Intelligence (Select) · 2026-09-16MARKUP · Senate Armed Services · 2026-09-17MARKUP · Senate Banking, Housing, and Urban Affairs · 2026-09-17MARKUP · Senate Judiciary · 2026-09-17MARKUP · Senate Commerce, Science, and Transportation · 2026-09-17MARKUP · House Financial Services Subcommittee on Financial Instituti · 2026-09-18
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
246 trading days · 1 congressional trades shown · 0 insider buys · 11 13F filings · 0 past bill actions · 23 upcoming markups

Lifetime Government AwardsARM federal contracts

ARM doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding ARM

$90.89B
Total ARM held by tracked 13F funds
5
Funds with ARM positions
+1
Funds opened this quarter
Two Sigma Investments $87.75B -54% 2026-03-31
Renaissance Technologies $2.56B -96% 2026-03-31
Citadel Advisors $413M -17% 1 overlap 2025-12-31
D.E. Shaw & Co. $133M +21% 1 overlap 2025-12-31
Bridgewater Associates $36M opened 1 overlap 2025-12-31

Politicians Trading ARMMembers of Congress with recent ARM positions

2 politicians traded ARM across 7 disclosed transactions totaling $257K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just ARM). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading ARM

2025-12-11 Cleo Fields D-Louisiana · house Sale $50,001 - $100,000
2025-09-02 Jonathan L. Jackson D-Illinois · house sale $1,001 - $15,000
2025-09-02 Jonathan L. Jackson D-Illinois · house Sale $1,001 - $15,000
2025-07-17 Jonathan L. Jackson D-Illinois · house Purchase $1,001 - $15,000
2025-07-17 Jonathan L. Jackson D-Illinois · house purchase $1,001 - $15,000
2025-07-16 Cleo Fields D-Louisiana · house purchase $50,001 - $100,000
2025-07-16 Cleo Fields D-Louisiana · house Purchase $50,001 - $100,000
7+ trades on file · most recent 2025-12-17

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Bills Affecting ARMLive legislation impacting this stock

Political ProfileWhere ARM sits in Washington

[object Object]

STRUCTURAL: No federal contracts ($0), no lobbying spend ($0), no donations. EVIDENTIARY: Two congressional traders (Finstad, Johnson) executed offsetting buy/sell trades in 2025 within similar ranges, netting to minimal directional signal. No corporate insider buys in 180 days (get_corporate_insider_signal.total_buys: 0). Net: Limited political engagement, trading activity inconclusive.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Potential technology sector regulation impacting semiconductor IP licensing
    Multiple (e.g., Department of Commerce, FTC)
    "bill_impacts array shows 8 technology sector bills with estimated revenue impact, though impact_ratio is 0."

Regulatory opportunities

  • Limited direct regulatory opportunities evident from data
    N/A
    "get_government_precedent.federal_contracts_summary is null; no federal contract history."

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

Member intelligence layer

Live signals + predictions for ARM — for Founders

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Frequently AskedAbout ARM & political exposure

Does Arm Holdings plc American Depositary Shares (ARM) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Arm Holdings plc American Depositary Shares. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Has Congress traded ARM stock?
7 congressional trades by 2 unique members of Congress, most recently on 2025-12-11. See the Congressional Trading panel for politician-by-politician breakdown.
What is ARM political risk profile?
Government dependence: 0/100. Lobbying intensity: 0/100. Political signal: neutral. Donor party split: R 0% / D 0%.
How does GovGreed track ARM political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. ARM data is updated daily from these official federal sources.