V-2.16%13.0%
MA-7.16%12.0%
ADYEN.PA—8.0%
AXP+6.87%8.0%
FISV-69.56%8.0%
FIS-48.13%7.0%
GPN-8.42%6.0%
PYPL-39.81%6.0%
XYZ+12.59%6.0%
TOST-34.82%5.0%
COF-8.76%4.0%
CPAY+4.61%4.0%
ACIW+25.03%3.0%
FOUR-52.44%3.0%
WEX-0.23%3.0%
DLO+27.81%2.0%
STNE-31.59%2.0%
As of Jul 10, 2026, 7:14 AM ET
Data Owners '25: Payments & Transaction Rails Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Visa Inc.V | 13.0% | 0.29% | 0.19% | 1.92% | -0.82% | -0.72% | 8.76% | 0.54% | -2.16% | $667.44B |
Mastercard IncorporatedMA | 12.0% | 0.31% | 0.81% | 2.66% | 0.15% | -8.35% | 1.16% | -4.42% | -7.16% | $462.29B |
American Express CompanyAXP | 8.0% | 0.28% | 3.07% | 1.99% | -0.10% | -6.07% | 12.24% | 27.02% | 6.87% | $236.58B |
Capital One Financial CorporationCOF | 4.0% | -0.55% | 4.25% | -1.08% | -2.30% | -17.44% | 2.28% | 10.91% | -8.76% | $123.27B |
Block, Inc.XYZ | 6.0% | 0.39% | 1.14% | -0.77% | 0.38% | 18.94% | 21.54% | 33.81% | 12.59% | $46.08B |
PayPal Holdings, Inc.PYPL | 6.0% | 0.39% | 1.77% | 2.12% | 2.84% | -22.14% | -1.63% | -32.15% | -39.81% | $39.98B |
Fiserv, Inc.FISV | 8.0% | -0.27% | 2.08% | 5.78% | 1.81% | -23.11% | -17.08% | -77.16% | -69.56% | $27.54B |
Corpay, Inc.CPAY | 4.0% | -0.03% | 1.54% | 4.72% | 3.00% | 16.69% | 8.02% | -2.05% | 4.61% | $22.95B |
Fidelity National Information Services, Inc.FIS | 7.0% | 0.11% | 1.89% | 7.55% | 1.99% | -37.39% | -18.35% | -45.06% | -48.13% | $21.51B |
Global Payments Inc.GPN | 6.0% | -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 |
ACI Worldwide, Inc.ACIW | 3.0% | 0.00% | 0.93% | 13.92% | 7.37% | 17.97% | 42.14% | -1.35% | 25.03% | $5.73B |
WEX Inc.WEX | 3.0% | 0.75% | 3.45% | 12.51% | 7.88% | 3.26% | 3.11% | -4.93% | -0.23% | $5.33B |
Shift4 Payments, Inc.FOUR | 3.0% | -1.20% | 3.07% | 2.20% | 0.18% | -21.72% | 11.84% | -42.57% | -52.44% | $4.49B |
DLocal LimitedDLO | 2.0% | -0.69% | 0.55% | 13.39% | -0.68% | 3.04% | 19.04% | 67.38% | 27.81% | $4.28B |
StoneCo Ltd.STNE | 2.0% | -1.46% | 4.18% | 0.64% | -0.27% | -25.90% | -34.76% | 2.14% | -31.59% | $2.67B |
—ADYEN.PA | 8.0% | — | — | — | — | — | — | — | — | — |
| Theme return | — | 0.02% | 1.69% | 3.79% | 0.93% | -7.60% | 3.53% | -12.86% | -17.11% | — |
| Average | 5.9% | -0.14% | 1.99% | 4.66% | 1.31% | -7.85% | 3.83% | -7.02% | -14.14% | $106.53B |
| Median | 6.0% | 0.06% | 1.83% | 2.56% | 0.28% | -7.21% | 4.38% | -3.23% | -7.79% | $22.23B |
| Std Dev | 3.1% | 0.63% | 1.23% | 4.66% | 2.75% | 16.46% | 17.13% | 33.20% | 27.76% | $186.24B |
| Min | 2.0% | -1.46% | 0.19% | -1.08% | -2.30% | -37.39% | -34.76% | -77.16% | -69.56% | $2.67B |
| Max | 13.0% | 0.75% | 4.25% | 13.92% | 7.88% | 18.94% | 42.14% | 67.38% | 27.81% | $667.44B |
| % Positive Tickers | 50.00% | 100.00% | 87.50% | 62.50% | 31.25% | 68.75% | 37.50% | 31.25% |
About this theme
Data Owners '25: Payments & Transaction Rails tracks 17 publicly listed stocks in this theme. Sample tickers: ACIW, ADYEN.PA, AXP, COF, CPAY, DLO, FIS, FISV, FOUR, GPN, MA, PYPL, and 5 more. Use the table below for the full list.
