INTU-63.45%12.0%
ADP-21.10%10.0%
BILL-12.65%8.0%
PAYX-26.87%8.0%
WDAY-39.67%7.0%
ORCL-38.63%6.0%
SAP-48.25%6.0%
SGE.LSE-32.13%6.0%
XRO.AU-55.59%6.0%
TOST-34.82%5.0%
XYZ+12.59%5.0%
FISV-69.56%4.0%
PAYC-38.91%4.0%
PCTY-36.24%4.0%
SHOP+6.96%4.0%
GPN-8.42%3.0%
LSPD-12.95%2.0%
As of Jul 10, 2026, 7:14 AM ET
Data Owners '25: Billing, Payroll & SMB Ledger Data Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Oracle CorporationORCL | 6.0% | 1.41% | 2.65% | -2.40% | 1.21% | -26.01% | -0.81% | -1.12% | -38.63% | $415.42B |
SAP SESAP | 6.0% | 0.38% | 0.66% | 2.30% | -0.43% | -34.77% | -21.37% | -41.09% | -48.25% | $184.64B |
Shopify Inc.SHOP | 4.0% | 1.95% | 3.31% | 7.85% | 1.27% | -23.48% | 2.02% | 22.37% | 6.96% | $159.83B |
Automatic Data Processing, Inc.ADP | 10.0% | 0.91% | -0.04% | 7.25% | 2.35% | -6.20% | 12.56% | -21.47% | -21.10% | $96.45B |
Intuit Inc.INTU | 12.0% | 1.01% | 0.92% | 2.62% | 2.36% | -58.73% | -33.16% | -55.97% | -63.45% | $74.78B |
Block, Inc.XYZ | 5.0% | 0.39% | 1.14% | -0.77% | 0.38% | 18.94% | 21.54% | 33.81% | 12.59% | $46.08B |
Paychex, Inc.PAYX | 8.0% | 0.52% | -0.30% | 6.46% | 3.46% | -5.28% | 13.47% | -31.42% | -26.87% | $38.07B |
Workday, Inc.WDAY | 7.0% | 0.93% | 0.33% | 11.94% | 6.19% | -35.59% | 3.42% | -41.23% | -39.67% | $36.24B |
Fiserv, Inc.FISV | 4.0% | -0.27% | 2.08% | 5.78% | 1.81% | -23.11% | -17.08% | -77.16% | -69.56% | $27.54B |
Global Payments Inc.GPN | 3.0% | -0.97% | 1.88% | 4.58% | -0.89% | -3.90% | -2.72% | -25.32% | -8.42% | $17.61B |
Toast, Inc.TOST | 5.0% | 0.45% | 0.98% | 2.45% | 0.49% | -18.76% | 5.64% | -19.14% | -34.82% | $16.73B |
Xero LimitedXRO.AU | 6.0% | -1.26% | 0.66% | 3.80% | 6.62% | -32.17% | -12.78% | -47.40% | -55.59% | $8.95B |
Paycom Software, Inc.PAYC | 4.0% | 1.95% | 0.77% | 9.73% | 4.18% | -12.42% | 10.91% | -35.78% | -38.91% | $7.62B |
Paylocity Holding CorporationPCTY | 4.0% | 0.00% | 1.22% | 10.30% | 4.75% | -23.53% | 9.51% | -38.72% | -36.24% | $6.24B |
Bill.com Holdings, Inc.BILL | 8.0% | -0.31% | 3.10% | 12.77% | 4.49% | -25.71% | -8.96% | -13.29% | -12.65% | $4.04B |
Lightspeed Commerce Inc.LSPD | 2.0% | -2.15% | 0.99% | -0.68% | -5.37% | -15.40% | 13.18% | 12.93% | -12.95% | $1.41B |
The Sage Group plcSGE.LSE | 6.0% | -0.14% | 2.20% | 2.17% | -0.82% | -22.72% | 0.38% | -29.30% | -32.13% | $100.2M |
| Theme return | — | 0.43% | 1.20% | 5.32% | 2.84% | -22.53% | -1.24% | -25.91% | -32.35% | — |
| Average | 5.9% | 0.28% | 1.33% | 5.07% | 1.89% | -20.52% | -0.25% | -24.08% | -30.57% | $67.16B |
| Median | 6.0% | 0.39% | 0.99% | 4.58% | 1.81% | -23.11% | 2.02% | -29.30% | -34.82% | $27.54B |
| Std Dev | 2.5% | 1.06% | 1.02% | 4.37% | 2.89% | 16.23% | 14.00% | 27.60% | 22.11% | $102.00B |
| Min | 2.0% | -2.15% | -0.30% | -2.40% | -5.37% | -58.73% | -33.16% | -77.16% | -69.56% | $100.2M |
| Max | 12.0% | 1.95% | 3.31% | 12.77% | 6.62% | 18.94% | 21.54% | 33.81% | 12.59% | $415.42B |
| % Positive Tickers | 58.82% | 88.24% | 82.35% | 76.47% | 5.88% | 58.82% | 17.65% | 11.76% |
About this theme
Data Owners '25: Billing, Payroll & SMB Ledger Data tracks 17 publicly listed stocks in this theme. Sample tickers: ADP, BILL, FISV, GPN, INTU, LSPD, ORCL, PAYC, PAYX, PCTY, SAP, SGE.LSE, and 5 more. Use the table below for the full list.