Theme

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

17 tickers$1.26T market cap
10D rank10D#960of 1,239 themes/1,239#14of 18 in Data Owners/18 Data Owners
Color by
As of Oct 2, 2026, 9:55 PM ET

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

Intuit Inc.INTU
12.0%-0.60%-3.88%-18.06%-0.63%-57.58%-31.30%-54.74%-58.79%-53.29%-47.17%$76.89B
Automatic Data Processing, Inc.ADP
10.0%-2.38%-4.19%-8.11%-2.12%0.44%20.52%-15.91%-10.87%-8.51%37.20%$103.00B
Bill.com Holdings, Inc.BILL
8.0%-0.37%-8.58%-12.84%-2.92%-22.08%-4.52%-9.05%-21.90%-16.60%-84.26%$4.34B
Paychex, Inc.PAYX
8.0%-1.88%-12.56%-19.23%-0.68%-10.72%6.94%-35.36%-18.85%-28.06%-5.28%$35.19B
Workday, Inc.WDAY
7.0%-0.33%-1.95%-8.12%-1.17%-14.07%37.98%-21.59%-20.48%-22.74%-26.87%$48.76B
Oracle CorporationORCL
6.0%3.06%-4.66%-2.40%3.03%-27.02%-2.17%-2.47%-50.74%-14.31%66.79%$409.89B
SAP SESAP
6.0%-1.05%-2.70%-2.24%-2.75%-15.61%1.72%-23.79%-24.61%-4.54%64.03%$243.03B
The Sage Group plcSGE.LSE
6.0%0.43%-1.71%-8.98%0.43%-9.86%17.09%-17.53%-11.07%1.94%50.56%$11.69B
Xero LimitedXRO.AU
6.0%4.59%-7.69%-31.17%4.59%-47.31%-32.25%-59.14%-61.70%-59.76%-60.55%$6.97B
Block, Inc.XYZ
5.0%0.39%-4.55%-10.26%-0.05%13.69%16.17%27.89%-3.66%13.24%-68.94%$44.24B
Toast, Inc.TOST
5.0%1.92%1.42%-11.66%2.87%-15.32%10.11%-15.72%-16.77%6.85%-44.37%$17.28B
Fiserv, Inc.FISV
4.0%-2.25%-3.89%-14.77%-2.37%-34.04%-28.87%-80.41%-64.77%-75.81%-59.59%$23.66B
Paycom Software, Inc.PAYC
4.0%-2.85%0.36%-4.58%-0.90%41.45%79.15%3.73%12.20%33.84%-55.40%$9.96B
Paylocity Holding CorporationPCTY
4.0%-1.45%-2.33%-7.95%-2.93%-6.68%33.64%-25.22%-8.19%-13.41%-49.31%$7.74B
Shopify Inc.SHOP
4.0%1.54%3.56%7.85%2.62%-4.95%26.73%52.01%1.12%93.74%12.08%$196.45B
Global Payments Inc.GPN
3.0%-2.38%-4.46%-12.72%0.88%4.65%5.94%-18.67%-6.27%-19.78%-49.43%$19.46B
Lightspeed Commerce Inc.LSPD
2.0%1.45%1.46%-6.34%0.72%-19.29%7.97%7.73%-17.37%-38.97%-90.00%$1.35B
Theme return—-0.22%-4.07%-11.14%-0.21%-16.12%6.93%-19.78%-24.79%-12.76%-10.51%—
Average5.9%-0.13%-3.31%-10.09%-0.08%-13.19%9.70%-16.96%-22.51%-12.13%-24.15%$74.11B
Median6.0%-0.37%-3.88%-8.98%-0.63%-14.07%7.97%-17.53%-17.37%-14.31%-47.17%$23.66B
Std Dev2.5%2.04%3.84%8.16%2.23%22.00%26.63%30.48%22.19%37.40%50.17%$107.37B
Min2.0%-2.85%-12.56%-31.17%-2.93%-57.58%-32.25%-80.41%-64.77%-75.81%-90.00%$1.35B
Max12.0%4.59%3.56%7.85%4.59%41.45%79.15%52.01%12.20%93.74%66.79%$409.89B
% Positive Tickers41.18%23.53%5.88%41.18%23.53%70.59%23.53%11.76%29.41%29.41%
Default: Wgt ↓ · Click headers to sort · Shift+click secondaryWgt ↓ · Scroll right · Tap headers to sort

← All themes