Theme

Data Owners '25: Billing, Payroll & SMB Ledger Data☆

17 tickers$1.28T market cap
10D rank10D#108of 1,239 themes/1,239#2of 18 in Data Owners/18 Data Owners
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As of Oct 9, 2026, 4:27 AM ET

Data Owners '25: Billing, Payroll & SMB Ledger Data Constituents

Intuit Inc.INTU
12.0%2.23%12.80%-3.20%7.46%-54.13%-25.71%-51.06%-52.88%-50.29%-41.57%$83.12B
Automatic Data Processing, Inc.ADP
10.0%2.55%3.41%2.73%2.56%5.25%26.30%-11.88%-5.30%-4.15%41.24%$108.22B
Bill.com Holdings, Inc.BILL
8.0%2.23%8.13%-6.17%2.74%-17.53%1.06%-3.74%-11.92%-16.55%-83.60%$4.48B
Paychex, Inc.PAYX
8.0%2.87%5.20%-8.97%3.59%-6.88%11.54%-32.58%-16.57%-23.39%-2.96%$37.15B
Workday, Inc.WDAY
7.0%1.93%-0.42%0.95%0.57%-12.56%40.41%-20.21%-21.16%-21.57%-26.61%$49.20B
Oracle CorporationORCL
6.0%-5.58%2.23%-16.13%-1.82%-30.45%-6.77%-7.06%-54.35%-22.09%50.13%$389.41B
SAP SESAP
6.0%1.08%1.48%1.56%0.76%-12.56%5.39%-21.04%-22.98%-5.43%67.67%$247.50B
The Sage Group plcSGE.LSE
6.0%0.54%4.69%2.32%5.48%-5.33%22.98%-13.38%-6.61%6.59%54.48%$12.20B
Xero LimitedXRO.AU
6.0%3.01%-0.36%-21.97%5.27%-46.97%-31.81%-58.87%-60.28%-58.92%-60.48%$6.97B
Block, Inc.XYZ
5.0%-1.13%2.59%-5.28%1.58%15.55%18.07%29.99%-6.98%10.23%-68.46%$44.78B
Toast, Inc.TOST
5.0%-0.07%0.49%-5.92%4.45%-14.02%11.79%-14.43%-17.17%6.01%-41.08%$17.71B
Fiserv, Inc.FISV
4.0%1.39%-0.17%-5.57%1.23%-31.61%-26.25%-79.69%-63.53%-75.56%-57.42%$24.50B
Paycom Software, Inc.PAYC
4.0%2.83%4.23%6.64%1.07%44.26%82.71%5.79%13.74%45.00%-53.55%$10.36B
Paylocity Holding CorporationPCTY
4.0%3.38%7.22%7.68%4.38%0.34%43.69%-19.59%0.03%-5.62%-44.46%$8.19B
Shopify Inc.SHOP
4.0%-0.89%14.27%29.79%10.38%2.23%36.30%63.50%0.42%99.27%19.42%$213.54B
Global Payments Inc.GPN
3.0%2.08%-2.28%-4.61%3.09%6.94%8.25%-16.90%-5.06%-15.83%-46.44%$20.55B
Lightspeed Commerce Inc.LSPD
2.0%1.76%7.43%6.01%7.54%-13.82%15.28%15.03%-11.10%-34.98%-87.99%$1.43B
Theme return—1.31%4.65%-4.69%2.98%-13.44%10.35%-17.22%-22.81%-10.85%-8.29%—
Average5.9%1.19%4.17%-1.18%3.55%-10.08%13.72%-13.89%-20.10%-9.84%-22.45%$75.25B
Median6.0%1.93%3.41%-3.20%3.09%-12.56%11.79%-14.43%-11.92%-15.83%-41.57%$24.50B
Std Dev2.5%2.13%4.49%10.86%2.96%22.63%27.72%32.09%22.62%38.70%49.15%$105.27B
Min2.0%-5.58%-2.28%-21.97%-1.82%-54.13%-31.81%-79.69%-63.53%-75.56%-87.99%$1.43B
Max12.0%3.38%14.27%29.79%10.38%44.26%82.71%63.50%13.74%99.27%67.67%$389.41B
% Positive Tickers76.47%76.47%47.06%94.12%35.29%76.47%23.53%17.65%29.41%29.41%
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