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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

$304$223$142 AugSepOctNovDecJan '26FebMarAprMayJunJulAugSepOct ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Jul 28 $295.46 hi $146.38 lo $156.64 CONGRESS 30 INSIDERS 0 13F FUNDS 30 BILLS 28 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 · 2025-08-13 Two Sigma Investments · + $76263M · 2026-03-31D.E. Shaw & Co. · + $556M · 2025-12-31D.E. Shaw & Co. · OPENED $246M · 2025-09-30Millennium Management · + $97M · 2025-12-31Millennium Management · + $87M · 2025-09-30Citadel Advisors · + $38M · 2025-09-30Citadel Advisors · + $37M · 2025-12-31Two Sigma Investments · OPENED $20M · 2025-12-31 HR.2385 · markup · 2026-06-25HR.2505 · committee · 2026-06-09 MARKUP · Senate Homeland Security and Governmental Affairs · 2026-07-29MARKUP · Senate Judiciary · 2026-07-30MARKUP · Senate Commerce, Science, and Transportation Subcommittee on · 2026-07-30
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)
249 trading days · 27 congressional trades shown · 0 insider buys · 8 13F filings · 2 past bill actions · 3 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

$76.95B
Total SAP held by tracked 13F funds
4
Funds with SAP positions
Two Sigma Investments $76.26B +454% 6 overlap 2026-03-31
D.E. Shaw & Co. $556M +148% 15 overlap 2025-12-31
Millennium Management $97M +22% 2025-12-31
Citadel Advisors $37M +6% 15 overlap 2025-12-31

Politicians Trading SAPMembers of Congress with recent SAP positions

6 politicians traded SAP across 61 disclosed transactions totaling $994K (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.