
INTU-57.58%11.0%

XRO.AU-47.31%11.0%

BILL-22.08%10.0%

SGE.LSE-9.86%10.0%

3994.T+26.85%8.0%

BL-48.00%8.0%

4478.T+13.88%7.0%

VERX-39.91%7.0%

WK-17.41%7.0%

EXFY+50.66%6.0%

4733.T-4.29%5.0%

9928.T+5.57%4.0%

9629.T-20.33%3.0%

9746.T-7.86%3.0%
As of Oct 2, 2026, 9:55 PM ET
Enterprise Software '24: Finance, Accounting & Spend Software Constituents
Intuit Inc.INTU | 11.0% | -0.60% | -3.88% | -18.06% | -0.63% | -57.58% | -31.30% | -54.74% | -58.79% | -53.29% | -47.17% | $76.89B |
Xero LimitedXRO.AU | 11.0% | 4.59% | -7.69% | -31.17% | 4.59% | -47.31% | -32.25% | -59.14% | -61.70% | -59.76% | -60.55% | $6.97B |
Bill.com Holdings, Inc.BILL | 10.0% | -0.37% | -8.58% | -12.84% | -2.92% | -22.08% | -4.52% | -9.05% | -21.90% | -16.60% | -84.26% | $4.34B |
The Sage Group plcSGE.LSE | 10.0% | 0.43% | -1.71% | -8.98% | 0.43% | -9.86% | 17.09% | -17.53% | -11.07% | 1.94% | 50.56% | $11.69B |
BlackLine, Inc.BL | 8.0% | -0.25% | 3.23% | -10.66% | 4.62% | -48.00% | -18.44% | -41.85% | -43.98% | -49.14% | -77.07% | $1.61B |
Money Forward, Inc.3994.T | 8.0% | -0.22% | 1.14% | -2.58% | -0.22% | 26.85% | 85.63% | 44.35% | 1.37% | -2.36% | -47.63% | $2.10B |
freee K.K.4478.T | 7.0% | -2.67% | -10.76% | -12.32% | -2.67% | 13.88% | 59.17% | -9.53% | 0.49% | 17.38% | -69.81% | $1.30B |
Vertex, Inc.VERX | 7.0% | -2.36% | 1.78% | -10.98% | -2.44% | -39.91% | -17.13% | -67.59% | -51.52% | -71.13% | -40.49% | $1.95B |
Workiva Inc.WK | 7.0% | 2.30% | 2.00% | -5.97% | 2.30% | -17.41% | 15.67% | -7.64% | -18.56% | -8.26% | -49.96% | $3.88B |
Expensify, Inc.EXFY | 6.0% | -5.06% | -3.19% | -7.52% | -4.01% | 50.66% | 139.45% | -24.17% | 28.53% | 24.31% | — | $217.0M |
OBIC Business Consultants Co., Ltd.4733.T | 5.0% | 0.49% | -1.83% | -3.18% | 0.49% | -4.29% | 28.01% | 5.12% | -10.67% | 6.53% | 0.41% | $3.89B |
Miroku Jyoho Service Co., Ltd.9928.T | 4.0% | -0.47% | 3.94% | 6.39% | -0.47% | 5.57% | 16.46% | 4.73% | 9.07% | 5.40% | -12.27% | $402.4M |
PCA Corporation9629.T | 3.0% | -0.32% | -2.15% | -1.50% | -0.32% | -20.33% | -22.39% | -18.56% | -25.60% | -32.76% | -39.80% | $196.1M |
TKC Corporation9746.T | 3.0% | -1.59% | -3.79% | -1.97% | -1.59% | -7.86% | -1.46% | -4.04% | -8.62% | -3.05% | -18.50% | $1.27B |
| Theme return | — | -0.14% | -2.74% | -11.52% | 0.05% | -16.13% | 11.61% | -18.84% | -22.54% | -13.70% | -30.63% | — |
| Average | 7.1% | -0.44% | -2.25% | -8.67% | -0.20% | -12.69% | 16.71% | -18.55% | -19.50% | -17.20% | -38.19% | $8.33B |
| Median | 7.0% | -0.34% | -1.99% | -8.25% | -0.39% | -13.63% | 7.11% | -13.53% | -14.81% | -5.65% | -47.17% | $2.03B |
| Std Dev | 2.6% | 2.17% | 4.33% | 8.59% | 2.51% | 29.38% | 47.16% | 28.66% | 25.66% | 29.45% | 34.95% | $19.25B |
| Min | 3.0% | -5.06% | -10.76% | -31.17% | -4.01% | -57.58% | -32.25% | -67.59% | -61.70% | -71.13% | -84.26% | $196.1M |
| Max | 11.0% | 4.59% | 3.94% | 6.39% | 4.62% | 50.66% | 139.45% | 44.35% | 28.53% | 24.31% | 50.56% | $76.89B |
| % Positive Tickers | 28.57% | 35.71% | 7.14% | 35.71% | 28.57% | 50.00% | 21.43% | 28.57% | 35.71% | 15.38% |