
V+3.91%13.0%

MA-4.44%12.0%

ADYEN.AS-42.92%8.0%

AXP-8.54%8.0%

FISV-64.77%8.0%

FIS-50.98%7.0%

GPN-6.27%6.0%

PYPL-22.89%6.0%

XYZ-3.66%6.0%

TOST-16.77%5.0%

COF-8.79%4.0%

CPAY+37.50%4.0%

ACIW-6.76%3.0%

FOUR-53.87%3.0%

WEX+6.97%3.0%

DLO-1.46%2.0%

STNE-48.27%2.0%
As of Oct 2, 2026, 9:55 PM ET
Data Owners '25: Payments & Transaction Rails Constituents
Visa Inc.V | 13.0% | 0.23% | -0.70% | -5.00% | -0.10% | 2.50% | 12.29% | 3.80% | 3.91% | 30.74% | 60.70% | $673.37B |
Mastercard IncorporatedMA | 12.0% | 0.41% | -0.75% | -6.20% | 0.31% | -3.36% | 6.67% | 0.79% | -4.44% | 11.89% | 56.50% | $484.35B |
Adyen N.V.ADYEN.AS | 8.0% | 0.44% | -5.95% | -19.11% | 0.44% | -39.74% | -17.10% | -37.16% | -42.92% | -34.84% | -65.61% | $30.51B |
American Express CompanyAXP | 8.0% | 0.23% | -1.17% | -8.63% | -0.20% | -18.32% | -2.40% | 10.46% | -8.54% | 14.24% | 83.49% | $204.47B |
Fiserv, Inc.FISV | 8.0% | -2.25% | -3.89% | -14.77% | -2.37% | -34.04% | -28.87% | -80.41% | -64.77% | -75.81% | -59.59% | $23.66B |
Fidelity National Information Services, Inc.FIS | 7.0% | -2.04% | -6.82% | -22.20% | -1.59% | -50.99% | -36.08% | -56.99% | -50.98% | -60.86% | -71.12% | $16.77B |
Block, Inc.XYZ | 6.0% | 0.39% | -4.55% | -10.26% | -0.05% | 13.69% | 16.17% | 27.89% | -3.66% | 13.24% | -68.94% | $44.24B |
Global Payments Inc.GPN | 6.0% | -2.38% | -4.46% | -12.72% | 0.88% | 4.65% | 5.94% | -18.67% | -6.27% | -19.78% | -49.43% | $19.46B |
PayPal Holdings, Inc.PYPL | 6.0% | -0.49% | -0.04% | -3.05% | -0.36% | -9.16% | 14.76% | -20.84% | -22.89% | -31.34% | -79.94% | $45.17B |
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 |
Capital One Financial CorporationCOF | 4.0% | 0.12% | -3.15% | -10.32% | -0.12% | -19.85% | -0.72% | 7.66% | -8.79% | 36.26% | 26.21% | $119.46B |
Corpay, Inc.CPAY | 4.0% | 1.25% | 0.42% | -5.24% | 1.25% | 31.13% | 21.38% | 10.06% | 37.50% | 23.72% | 47.96% | $25.79B |
ACI Worldwide, Inc.ACIW | 3.0% | 0.93% | 0.50% | -5.77% | -0.51% | 3.40% | 24.58% | -13.53% | -6.76% | 0.24% | 59.41% | $5.10B |
Shift4 Payments, Inc.FOUR | 3.0% | 1.66% | -6.96% | -17.82% | 2.16% | -42.27% | -17.52% | -57.64% | -53.87% | -59.46% | -55.83% | $3.29B |
WEX Inc.WEX | 3.0% | 0.26% | -6.20% | -11.84% | 0.79% | 14.11% | 13.95% | 5.07% | 6.97% | -17.99% | -7.24% | $5.76B |
Dlocal LimitedDLO | 2.0% | 0.11% | -3.05% | -11.21% | 0.69% | -2.23% | 12.95% | 58.82% | -1.46% | 58.90% | -75.18% | $4.03B |
StoneCo Ltd.STNE | 2.0% | 1.38% | -4.51% | -9.21% | -0.05% | -36.34% | -43.96% | -12.26% | -48.27% | -13.02% | -73.03% | $2.32B |
| Theme return | — | -0.07% | -2.65% | -10.71% | 0.05% | -12.12% | -0.11% | -16.08% | -17.61% | -8.69% | -6.88% | — |
| Average | 5.9% | 0.13% | -2.93% | -10.88% | 0.24% | -11.89% | -0.46% | -11.10% | -17.18% | -6.88% | -18.59% | $101.47B |
| Median | 6.0% | 0.26% | -3.15% | -10.32% | -0.05% | -9.16% | 6.67% | -12.26% | -8.54% | 0.24% | -49.43% | $23.66B |
| Std Dev | 3.1% | 1.24% | 2.69% | 5.14% | 1.19% | 22.36% | 20.15% | 32.75% | 25.89% | 36.07% | 57.96% | $184.11B |
| Min | 2.0% | -2.38% | -6.96% | -22.20% | -2.37% | -50.99% | -43.96% | -80.41% | -64.77% | -75.81% | -79.94% | $2.32B |
| Max | 13.0% | 1.92% | 1.42% | -3.05% | 2.87% | 31.13% | 24.58% | 58.82% | 37.50% | 58.90% | 83.49% | $673.37B |
| % Positive Tickers | 76.47% | 17.65% | 0.00% | 47.06% | 35.29% | 58.82% | 47.06% | 17.65% | 52.94% | 35.29% |