V+6.00%13.0%
MA-3.06%12.0%
ADYEN.AS-27.34%8.0%
AXP+5.54%8.0%
FISV-62.36%8.0%
FIS-42.39%7.0%
GPN+3.87%6.0%
PYPL-11.47%6.0%
XYZ+3.84%6.0%
TOST-16.73%5.0%
COF-1.12%4.0%
CPAY+25.95%4.0%
ACIW+5.17%3.0%
FOUR-47.40%3.0%
WEX+15.65%3.0%
DLO+3.76%2.0%
STNE-39.02%2.0%
As of Aug 24, 2026, 4:53 AM ET
Data Owners '25: Payments & Transaction Rails Constituents
Visa Inc.V | 13.0% | 1.45% | 2.27% | 4.30% | 1.34% | 5.80% | 15.90% | 7.13% | 39.24% | 62.73% | 6.00% | $692.75B |
Mastercard IncorporatedMA | 12.0% | 1.18% | 3.42% | 7.59% | 1.31% | 1.71% | 12.26% | 6.07% | 24.83% | 64.16% | -3.06% | $509.23B |
Adyen N.V.ADYEN.AS | 8.0% | 1.05% | 16.87% | 37.75% | 24.08% | -22.37% | 6.80% | -19.04% | -15.48% | -60.53% | -27.34% | $39.56B |
American Express CompanyAXP | 8.0% | 1.46% | -1.41% | 3.01% | -0.07% | -8.98% | 8.77% | 23.10% | 35.50% | 120.74% | 5.54% | $226.90B |
Fiserv, Inc.FISV | 8.0% | 2.34% | -0.27% | 3.06% | -2.52% | -21.72% | -15.59% | -76.75% | -69.04% | -55.39% | -62.36% | $28.04B |
Fidelity National Information Services, Inc.FIS | 7.0% | 1.87% | -3.32% | -0.41% | -7.66% | -37.80% | -18.88% | -45.42% | -47.10% | -64.91% | -42.39% | $21.37B |
Block, Inc.XYZ | 6.0% | 2.60% | 3.91% | 6.49% | 1.13% | 26.23% | 28.98% | 42.00% | 25.70% | -69.62% | 3.84% | $48.90B |
Global Payments Inc.GPN | 6.0% | 1.31% | 8.89% | 15.53% | 11.19% | 20.79% | 22.27% | -6.13% | -14.78% | -41.77% | 3.87% | $23.21B |
PayPal Holdings, Inc.PYPL | 6.0% | -1.20% | 4.32% | 9.62% | 7.59% | 5.75% | 33.60% | -7.85% | -13.70% | -77.66% | -11.47% | $52.65B |
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 |
Capital One Financial CorporationCOF | 4.0% | 2.56% | -0.57% | 7.43% | 4.26% | -10.09% | 11.38% | 20.78% | 55.33% | 38.90% | -1.12% | $133.68B |
Corpay, Inc.CPAY | 4.0% | 1.25% | 2.70% | 12.56% | 9.16% | 38.61% | 28.31% | 16.35% | 40.00% | 59.68% | 25.95% | $27.26B |
ACI Worldwide, Inc.ACIW | 3.0% | 0.56% | -0.73% | -7.90% | -9.54% | 8.47% | 30.70% | -9.29% | 4.81% | 65.16% | 5.17% | $5.27B |
Shift4 Payments, Inc.FOUR | 3.0% | 0.15% | 16.79% | -0.87% | -9.57% | -23.88% | 8.76% | -44.15% | -40.92% | -42.47% | -47.40% | $4.36B |
WEX Inc.WEX | 3.0% | 1.05% | 5.75% | 13.50% | 6.94% | 34.20% | 34.01% | 23.57% | 7.74% | 12.29% | 15.65% | $6.81B |
Dlocal LimitedDLO | 2.0% | 5.79% | 7.51% | 4.69% | 0.60% | 7.28% | 23.94% | 74.27% | 78.05% | -76.67% | 3.76% | $4.45B |
StoneCo Ltd.STNE | 2.0% | 2.18% | -6.02% | -13.01% | -17.75% | -36.71% | -44.29% | -12.77% | -32.86% | -82.32% | -39.02% | $2.28B |
| Theme return | — | 1.56% | 3.74% | 7.75% | 3.15% | -0.43% | 13.18% | -4.92% | 8.39% | -0.33% | -7.74% | — |
| Average | 5.9% | 1.73% | 3.83% | 7.62% | 2.00% | -0.56% | 13.00% | -0.32% | 7.77% | -11.12% | -10.65% | $108.71B |
| Median | 6.0% | 1.45% | 3.42% | 6.49% | 1.31% | 3.18% | 15.90% | 2.69% | 7.74% | -41.77% | -1.12% | $27.26B |
| Std Dev | 3.1% | 1.47% | 6.03% | 11.49% | 9.69% | 22.34% | 21.04% | 34.11% | 40.05% | 64.05% | 23.95% | $190.59B |
| Min | 2.0% | -1.20% | -6.02% | -13.01% | -17.75% | -37.80% | -44.29% | -76.75% | -69.04% | -82.32% | -62.36% | $2.28B |
| Max | 13.0% | 5.79% | 16.87% | 37.75% | 24.08% | 38.61% | 34.16% | 74.27% | 78.05% | 120.74% | 25.95% | $692.75B |
| % Positive Tickers | 94.12% | 64.71% | 76.47% | 64.71% | 58.82% | 82.35% | 52.94% | 58.82% | 41.18% | 47.06% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
Data Owners '25: Payments & Transaction Rails tracks 17 publicly listed stocks in this theme. Sample tickers: V, MA, ADYEN.AS, AXP, FISV, FIS, GPN, PYPL, XYZ, TOST, COF, CPAY, and 5 more. Use the table below for the full list.