V+8.48%13.0%
MA+0.24%12.0%
ADYEN.PA—8.0%
AXP+18.38%8.0%
FISV-59.63%8.0%
FIS-38.71%7.0%
GPN+2.27%6.0%
PYPL-16.11%6.0%
XYZ+10.60%6.0%
TOST-24.25%5.0%
COF+4.79%4.0%
CPAY+25.22%4.0%
ACIW+37.11%3.0%
FOUR-35.07%3.0%
WEX+9.57%3.0%
DLO+46.72%2.0%
STNE-16.70%2.0%
As of Aug 6, 2026, 4:25 AM ET
Data Owners '25: Payments & Transaction Rails Constituents
Visa Inc.V | 13.0% | -0.28% | 3.60% | 3.16% | 0.66% | 5.08% | 15.12% | 6.41% | 8.48% | $688.08B |
Mastercard IncorporatedMA | 12.0% | -0.11% | 5.71% | 7.19% | -0.46% | -0.07% | 10.30% | 4.22% | 0.24% | $504.06B |
—ADYEN.PA | 8.0% | — | — | — | — | — | — | — | — | — |
American Express CompanyAXP | 8.0% | 0.66% | 7.00% | -1.98% | 3.79% | -5.46% | 12.98% | 27.86% | 18.38% | $235.68B |
Fiserv, Inc.FISV | 8.0% | -2.99% | 6.06% | 4.50% | 0.32% | -19.44% | -13.13% | -76.07% | -59.63% | $28.85B |
Fidelity National Information Services, Inc.FIS | 7.0% | -3.21% | 3.20% | 3.80% | -4.31% | -35.54% | -15.93% | -43.44% | -38.71% | $22.14B |
Block, Inc.XYZ | 6.0% | -0.52% | 9.14% | 6.69% | 3.64% | 29.36% | 32.18% | 45.52% | 10.60% | $50.11B |
Global Payments Inc.GPN | 6.0% | -0.87% | 8.11% | 13.01% | 4.04% | 13.02% | 14.41% | -12.17% | 2.27% | $21.72B |
PayPal Holdings, Inc.PYPL | 6.0% | -1.04% | 3.17% | 28.48% | 1.26% | -0.47% | 25.74% | -13.27% | -16.11% | $51.10B |
Toast, Inc.TOST | 5.0% | 2.93% | 19.83% | 18.05% | 7.84% | -2.00% | 27.43% | -2.47% | -24.25% | $20.18B |
Capital One Financial CorporationCOF | 4.0% | -0.13% | 9.26% | 7.33% | 6.04% | -8.55% | 13.28% | 22.84% | 4.79% | $135.97B |
Corpay, Inc.CPAY | 4.0% | -0.50% | 6.46% | 10.65% | 3.25% | 31.10% | 21.36% | 10.04% | 25.22% | $25.79B |
ACI Worldwide, Inc.ACIW | 3.0% | 1.03% | 2.63% | 3.33% | 0.80% | 20.87% | 45.64% | 1.08% | 37.11% | $5.88B |
Shift4 Payments, Inc.FOUR | 3.0% | -4.01% | 10.38% | 3.87% | 0.70% | -15.25% | 21.10% | -37.81% | -35.07% | $4.86B |
WEX Inc.WEX | 3.0% | -0.42% | 6.95% | 25.88% | 0.77% | 26.46% | 26.28% | 16.44% | 9.57% | $6.42B |
Dlocal LimitedDLO | 2.0% | -0.65% | 4.90% | -0.33% | 0.80% | 7.50% | 24.18% | 74.61% | 46.72% | $4.46B |
StoneCo Ltd.STNE | 2.0% | -0.53% | 3.81% | 2.01% | -1.85% | -24.48% | -33.51% | 4.10% | -16.70% | $2.72B |
| Theme return | — | -0.66% | 6.57% | 7.26% | 1.09% | 0.87% | 13.03% | -4.87% | -4.28% | — |
| Average | 5.9% | -0.66% | 6.89% | 8.48% | 1.71% | 1.38% | 14.21% | 1.74% | -1.69% | $113.00B |
| Median | 6.0% | -0.51% | 6.26% | 5.60% | 0.80% | -0.27% | 18.11% | 4.16% | 3.53% | $23.97B |
| Std Dev | 3.1% | 1.61% | 4.06% | 8.55% | 2.88% | 18.98% | 19.23% | 34.25% | 27.62% | $194.51B |
| Min | 2.0% | -4.01% | 2.63% | -1.98% | -4.31% | -35.54% | -33.51% | -76.07% | -59.63% | $2.72B |
| Max | 13.0% | 2.93% | 19.83% | 28.48% | 7.84% | 31.10% | 45.64% | 74.61% | 46.72% | $688.08B |
| % Positive Tickers | 18.75% | 100.00% | 87.50% | 81.25% | 43.75% | 81.25% | 62.50% | 62.50% |
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: ACIW, ADYEN.PA, AXP, COF, CPAY, DLO, FIS, FISV, FOUR, GPN, MA, PYPL, and 5 more. Use the table below for the full list.