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SAP

SAP SE

Sector: technologySoftware - ApplicationNYSEMarket Cap: $236.06B

SAP SE provides enterprise application software and cloud services, with a primary political signal of concentrated congressional buying by a single member (Rep. M001157) executing 6 purchases in the last 12 months, against a backdrop of zero federal contracts, lobbying, or corporate insider activity.

Govt Dependence
0/100
Regulatory Density
25/100
Lobbying Intensity
0/100
Political Signal
NEUTRAL

BusinessWhat SAP does

SAP SE develops and sells enterprise application software for data processing, including enterprise resource planning (ERP), customer relationship management (CRM), and supply chain management (SCM) solutions. Its revenue is derived from software licenses, cloud subscriptions, and support services, serving a global customer base across various industries.

12 months past · 3 months futureSAP activity timeline

$321$240$158 JunJulAugSepOctNovDecJan '26FebMarAprMayJunJulAug ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · May 18 $311.93 hi $163.10 lo $170.76 CONGRESS 30 INSIDERS 0 13F FUNDS 30 BILLS 56 Michael T. McCaul (R) · Purchase · 2026-04-20Michael T. McCaul (R) · Purchase · 2026-03-23Michael T. McCaul (R) · Purchase · 2026-03-06Michael T. McCaul (R) · Purchase · 2026-03-19Michael T. McCaul (R) · Purchase · 2026-01-30Michael T. McCaul (R) · Purchase · 2026-01-13Gilbert Ray Cisneros (D) · Sale · 2025-11-07Michael T. McCaul (R) · Purchase · 2025-11-28Lisa C. McClain (R) · sale · 2025-10-14Lisa C. McClain (R) · purchase · 2025-10-30Lisa C. McClain (R) · Sale · 2025-10-14Lisa C. McClain (R) · Sale · 2025-10-30Lisa C. McClain (R) · sale · 2025-10-31Lisa C. McClain (R) · sale · 2025-10-30Lisa C. McClain (R) · Purchase · 2025-10-30Lisa C. McClain (R) · Sale · 2025-10-31Gilbert Ray Cisneros (D) · Purchase · 2025-10-21Gilbert Ray Cisneros (D) · purchase · 2025-10-21Michael T. McCaul (R) · Sale · 2025-10-27Lisa C. McClain (R) · purchase · 2025-09-25Lisa C. McClain (R) · Purchase · 2025-09-25Val T. Hoyle (D) · sale · 2025-09-23Val T. Hoyle (D) · Sale · 2025-09-23Lisa C. McClain (R) · sale · 2025-08-13Lisa C. McClain (R) · purchase · 2025-08-04Lisa C. McClain (R) · Purchase · 2025-08-04Lisa C. McClain (R) · Sale · 2025-08-13Lisa C. McClain (R) · Purchase · 2025-07-16 D.E. Shaw & Co. · OPENED $556M · 2025-12-31D.E. Shaw & Co. · OPENED $246M · 2025-09-30Millennium Management · OPENED $97M · 2025-12-31Millennium Management · OPENED $87M · 2025-09-30Citadel Advisors · OPENED $38M · 2025-09-30Citadel Advisors · OPENED $37M · 2025-12-31Citadel Advisors · OPENED $33M · 2025-06-30Millennium Management · OPENED $23M · 2025-06-30Two Sigma Investments · OPENED $20M · 2025-12-31 HR.2505 · reported · 2025-07-22HR.2152 · markup · 2026-05-13HR.2384 · committee · 2025-07-22HR.1766 · committee · 2025-07-15HR.1770 · committee · 2025-07-15 MARKUP · Senate Homeland Security and Governmental Affairs · 2026-05-19MARKUP · Senate Armed Services · 2026-05-19MARKUP · House Armed Services · 2026-05-19MARKUP · Senate Commerce, Science, and Transportation Subcommittee on · 2026-05-19MARKUP · Senate Judiciary Subcommittee on Constitution · 2026-05-19MARKUP · Senate Armed Services Subcommittee on Emerging Threats and C · 2026-05-19MARKUP · Senate Intelligence (Select) · 2026-05-19MARKUP · House Intelligence (Permanent Select) · 2026-05-20MARKUP · Senate Commerce, Science, and Transportation Subcommittee on · 2026-05-20MARKUP · House Financial Services Subcommittee on Digital Assets, Fin · 2026-05-20MARKUP · House Science, Space, and Technology · 2026-05-20MARKUP · House Armed Services · 2026-05-20MARKUP · House Homeland Security · 2026-05-20MARKUP · House Judiciary · 2026-05-20MARKUP · House Education and Workforce Subcommittee on Health, Employ · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Oversight and Inve · 2026-05-20MARKUP · Senate Judiciary · 2026-05-20MARKUP · Senate Armed Services Subcommittee on Personnel · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Health · 2026-05-20MARKUP · House Financial Services Subcommittee on Capital Markets · 2026-05-20MARKUP · Senate Judiciary Subcommittee on Federal Courts, Oversight, · 2026-05-20MARKUP · Senate Small Business and Entrepreneurship · 2026-05-20MARKUP · Senate Intelligence (Select) · 2026-05-20MARKUP · Senate Armed Services · 2026-05-20MARKUP · Senate Armed Services · 2026-05-21MARKUP · House Financial Services Subcommittee on National Security, · 2026-05-21MARKUP · House Judiciary Subcommittee on Courts, Intellectual Propert · 2026-05-21MARKUP · House Small Business · 2026-05-21MARKUP · Senate Judiciary · 2026-05-21MARKUP · House Science, Space, and Technology Subcommittee on Environ · 2026-05-21MARKUP · Homeland Security Subcommittee on Cybersecurity and Infrastr · 2026-05-21
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)
240 trading days · 28 congressional trades shown · 0 insider buys · 9 13F filings · 5 past bill actions · 31 upcoming markups

Lifetime Government AwardsSAP federal contracts

SAP 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 SAP

$1.45B
Total SAP held by tracked 13F funds
34
Funds with SAP positions
+34
Funds opened this quarter
D.E. Shaw & Co. $556M opened 15 overlap 2025-12-31
D.E. Shaw & Co. $246M opened 2025-09-30
Millennium Management $97M opened 2025-12-31
Millennium Management $87M opened 2025-09-30
Citadel Advisors $69M opened 2025-03-31
Citadel Advisors $58M opened 2024-12-31
Citadel Advisors $38M opened 2025-09-30
Citadel Advisors $37M opened 15 overlap 2025-12-31
26 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading SAPMembers of Congress with recent SAP positions

6 politicians traded SAP across 63 disclosed transactions totaling $1.0M (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just SAP). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading SAP

2026-04-20 Michael T. McCaul R-Texas · house Purchase $1,001 - $15,000
2026-03-23 Michael T. McCaul R-Texas · house Purchase $1,001 - $15,000
2026-03-06 Michael T. McCaul R-Texas · house Purchase $1,001 - $15,000
2026-03-19 Michael T. McCaul R-Texas · house Purchase $1,001 - $15,000
2026-01-30 Michael T. McCaul R-Texas · house Purchase $1,001 - $15,000
2026-01-13 Michael T. McCaul R-Texas · house Purchase $1,001 - $15,000
2025-11-07 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2025-11-28 Michael T. McCaul R-Texas · house Purchase $1,001 - $15,000
2025-10-14 Lisa C. McClain R-Michigan · house sale $1,001 - $15,000
2025-10-30 Lisa C. McClain R-Michigan · house purchase $1,001 - $15,000
2025-10-14 Lisa C. McClain R-Michigan · house Sale $1,001 - $15,000
2025-10-30 Lisa C. McClain R-Michigan · house Sale $1,001 - $15,000
30+ trades on file · most recent 2026-05-11

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 SAPLive legislation impacting this stock

Political ProfileWhere SAP sits in Washington

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STRUCTURAL: No federal contract history (`get_government_precedent.federal_contracts_summary` is null), no lobbying spend (`get_political_influence.lobbying.total_income` is 0), and no corporate insider buys (`get_corporate_insider_signal.total_buys` is 0). EVIDENTIARY: Concentrated buying by a single congressperson (Rep. M001157, 6 purchases) is offset by mixed/churn trading from two others (Rep. C001123 and Rep. M001136). Net: Evidentiary signal is contradictory and unsupported by structural influence channels.

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

Member intelligence layer

Live signals + predictions for SAP — for Founders

The free page above gives you the public record. Members see the real-time intelligence layer on top of it:

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Frequently AskedAbout SAP & political exposure

Does SAP SE (SAP) hold federal contracts?
No direct prime contracts reported in USASpending.gov for SAP SE. 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 SAP stock?
129 congressional trades by 15 unique members of Congress, most recently on 2026-04-20. See the Congressional Trading panel for politician-by-politician breakdown.
What is SAP 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 SAP 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. SAP data is updated daily from these official federal sources.