INTU+23.85%12.0%
ADP+12.28%10.0%
BILL+9.91%8.0%
PAYX+10.76%8.0%
WDAY+47.78%7.0%
ORCL+27.38%6.0%
SAP+36.67%6.0%
SGE.LSE+30.70%6.0%
XRO.AU+40.66%6.0%
TOST+26.17%5.0%
XYZ+6.49%5.0%
FISV+3.06%4.0%
PAYC+57.60%4.0%
PCTY+22.41%4.0%
SHOP+31.21%4.0%
GPN+15.53%3.0%
LSPD+7.06%2.0%
As of Aug 24, 2026, 4:53 AM ET
Data Owners '25: Billing, Payroll & SMB Ledger Data Constituents
Intuit Inc.INTU | 12.0% | 1.42% | 9.08% | 23.85% | 16.11% | -44.60% | -10.28% | -40.89% | -40.59% | -32.08% | -44.62% | $100.39B |
Automatic Data Processing, Inc.ADP | 10.0% | 0.57% | 3.59% | 12.28% | 5.39% | 9.17% | 31.00% | -8.60% | 5.79% | 43.29% | -8.81% | $112.25B |
Bill.com Holdings, Inc.BILL | 8.0% | 0.89% | -3.35% | 9.91% | 5.96% | -12.32% | 7.44% | 2.33% | 1.01% | -78.00% | 13.08% | $4.76B |
Paychex, Inc.PAYX | 8.0% | 1.27% | 2.62% | 10.76% | 6.53% | 10.96% | 32.92% | -19.66% | -2.98% | 18.84% | -11.60% | $44.28B |
Workday, Inc.WDAY | 7.0% | 1.36% | 10.34% | 47.78% | 24.74% | -6.88% | 49.53% | -15.03% | -23.06% | -17.56% | -9.61% | $52.39B |
Oracle CorporationORCL | 6.0% | 3.10% | 0.68% | 27.38% | 12.78% | -24.85% | 0.74% | 0.42% | 5.74% | 72.87% | -38.03% | $421.90B |
SAP SESAP | 6.0% | 0.73% | 4.29% | 36.67% | 19.09% | -9.97% | 8.51% | -18.70% | 0.69% | 56.97% | -19.34% | $254.81B |
The Sage Group plcSGE.LSE | 6.0% | 1.10% | 6.32% | 30.70% | 13.81% | 3.71% | 34.72% | -5.11% | 17.26% | 64.77% | 1.75% | $13.45B |
Xero LimitedXRO.AU | 6.0% | -0.34% | 8.54% | 40.66% | 23.00% | -20.51% | 2.21% | -38.36% | -37.33% | -43.62% | -44.49% | $10.57B |
Block, Inc.XYZ | 5.0% | 2.60% | 3.91% | 6.49% | 1.13% | 26.23% | 28.98% | 42.00% | 25.70% | -69.62% | 3.84% | $48.90B |
Toast, Inc.TOST | 5.0% | 3.74% | 5.05% | 26.17% | 13.54% | 3.18% | 34.16% | 2.69% | 54.73% | -41.39% | -16.73% | $21.25B |
Fiserv, Inc.FISV | 4.0% | 2.34% | -0.27% | 3.06% | -2.52% | -21.72% | -15.59% | -76.75% | -69.04% | -55.39% | -62.36% | $28.04B |
Paycom Software, Inc.PAYC | 4.0% | 1.04% | 7.93% | 57.60% | 39.71% | 43.74% | 82.05% | 5.41% | 41.89% | -50.98% | -1.68% | $12.50B |
Paylocity Holding CorporationPCTY | 4.0% | 0.64% | 5.72% | 22.41% | 11.20% | 0.55% | 43.99% | -19.43% | -1.98% | -40.43% | -15.89% | $8.21B |
Shopify Inc.SHOP | 4.0% | 1.41% | -2.20% | 31.21% | 27.40% | -7.28% | 23.62% | 48.29% | 96.02% | 0.75% | 5.02% | $193.67B |
Global Payments Inc.GPN | 3.0% | 1.31% | 8.89% | 15.53% | 11.19% | 20.79% | 22.27% | -6.13% | -14.78% | -41.77% | 3.87% | $23.21B |
Lightspeed Commerce Inc.LSPD | 2.0% | 2.12% | 1.34% | 7.06% | 4.95% | -12.17% | 17.50% | 17.24% | -19.74% | -89.01% | -13.39% | $1.46B |
| Theme return | — | 1.39% | 4.49% | 21.54% | 13.20% | -4.25% | 22.06% | -8.43% | 3.51% | 0.71% | -13.30% | — |
| Average | 5.9% | 1.49% | 4.26% | 24.09% | 13.77% | -2.47% | 23.16% | -7.66% | 2.31% | -17.79% | -15.23% | $79.53B |
| Median | 6.0% | 1.31% | 4.29% | 23.85% | 12.78% | -6.88% | 23.62% | -6.13% | 0.69% | -40.43% | -11.60% | $28.04B |
| Std Dev | 2.5% | 0.98% | 3.95% | 15.07% | 10.29% | 20.52% | 23.13% | 28.64% | 37.47% | 49.97% | 20.27% | $109.81B |
| Min | 2.0% | -0.34% | -3.35% | 3.06% | -2.52% | -44.60% | -15.59% | -76.75% | -69.04% | -89.01% | -62.36% | $1.46B |
| Max | 12.0% | 3.74% | 10.34% | 57.60% | 39.71% | 43.74% | 82.05% | 48.29% | 96.02% | 72.87% | 13.08% | $421.90B |
| % Positive Tickers | 94.12% | 82.35% | 100.00% | 94.12% | 47.06% | 88.24% | 41.18% | 52.94% | 35.29% | 29.41% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
Data Owners '25: Billing, Payroll & SMB Ledger Data tracks 17 publicly listed stocks in this theme. Sample tickers: INTU, ADP, BILL, PAYX, WDAY, ORCL, SAP, SGE.LSE, XRO.AU, TOST, XYZ, FISV, and 5 more. Use the table below for the full list.