INTU-57.93%12.0%
ADP-10.46%10.0%
BILL+14.45%8.0%
PAYX-14.96%8.0%
WDAY-25.51%7.0%
ORCL-43.70%6.0%
SAP-32.37%6.0%
SGE.LSE-12.60%6.0%
XRO.AU-54.81%6.0%
TOST-24.25%5.0%
XYZ+10.60%5.0%
FISV-59.63%4.0%
PAYC-21.40%4.0%
PCTY-20.88%4.0%
SHOP-6.88%4.0%
GPN+2.27%3.0%
LSPD-17.53%2.0%
As of Aug 6, 2026, 4:25 AM ET
Data Owners '25: Billing, Payroll & SMB Ledger Data Constituents
Intuit Inc.INTU | 12.0% | 1.34% | 10.67% | 21.04% | 3.76% | -50.49% | -19.82% | -47.18% | -57.93% | $89.70B |
Automatic Data Processing, Inc.ADP | 10.0% | -0.20% | 8.00% | 12.78% | 1.36% | 5.00% | 26.00% | -12.09% | -10.46% | $107.96B |
Bill.com Holdings, Inc.BILL | 8.0% | -0.51% | 11.05% | 20.11% | 7.07% | -11.40% | 8.56% | 3.40% | 14.45% | $4.81B |
Paychex, Inc.PAYX | 8.0% | -0.33% | 4.16% | 12.22% | 1.22% | 5.43% | 26.29% | -23.67% | -14.96% | $42.07B |
Workday, Inc.WDAY | 7.0% | -0.38% | 26.08% | 23.66% | 6.42% | -20.55% | 27.57% | -27.51% | -25.51% | $44.70B |
Oracle CorporationORCL | 6.0% | -0.93% | 25.54% | 0.77% | 11.16% | -25.94% | -0.72% | -1.03% | -43.70% | $415.91B |
SAP SESAP | 6.0% | 0.94% | 23.33% | 22.95% | 7.47% | -18.76% | -2.08% | -26.64% | -32.37% | $229.94B |
The Sage Group plcSGE.LSE | 6.0% | 0.35% | 19.42% | 22.29% | 4.17% | -5.08% | 23.30% | -13.15% | -12.60% | $12.23B |
Xero LimitedXRO.AU | 6.0% | 0.02% | 21.66% | 2.57% | 6.71% | -31.04% | -11.33% | -46.52% | -54.81% | $9.19B |
Block, Inc.XYZ | 5.0% | -0.52% | 9.14% | 6.69% | 3.64% | 29.36% | 32.18% | 45.52% | 10.60% | $50.11B |
Toast, Inc.TOST | 5.0% | 2.93% | 19.83% | 18.05% | 7.84% | -2.00% | 27.43% | -2.47% | -24.25% | $20.18B |
Fiserv, Inc.FISV | 4.0% | -2.99% | 6.06% | 4.50% | 0.32% | -19.44% | -13.13% | -76.07% | -59.63% | $28.85B |
Paycom Software, Inc.PAYC | 4.0% | -0.29% | 20.26% | 24.95% | 6.61% | 9.69% | 38.92% | -19.56% | -21.40% | $9.54B |
Paylocity Holding CorporationPCTY | 4.0% | 3.13% | 17.99% | 29.92% | 7.19% | -3.08% | 38.80% | -22.33% | -20.88% | $7.91B |
Shopify Inc.SHOP | 4.0% | 16.98% | 26.80% | 20.06% | 23.12% | -10.39% | 19.47% | 43.31% | -6.88% | $187.17B |
Global Payments Inc.GPN | 3.0% | -0.87% | 8.11% | 13.01% | 4.04% | 13.02% | 14.41% | -12.17% | 2.27% | $21.72B |
Lightspeed Commerce Inc.LSPD | 2.0% | -0.86% | 4.44% | -2.63% | 2.37% | -14.32% | 14.62% | 14.36% | -17.53% | $1.43B |
| Theme return | — | 0.82% | 15.14% | 14.50% | 4.41% | -11.68% | 12.58% | -15.54% | -21.99% | — |
| Average | 5.9% | 1.05% | 15.44% | 14.88% | 6.15% | -8.82% | 14.73% | -13.16% | -22.09% | $75.50B |
| Median | 6.0% | -0.29% | 17.99% | 18.05% | 6.42% | -10.39% | 19.47% | -13.15% | -20.88% | $28.85B |
| Std Dev | 2.5% | 4.22% | 7.81% | 9.31% | 5.06% | 18.27% | 17.76% | 29.48% | 21.53% | $106.30B |
| Min | 2.0% | -2.99% | 4.16% | -2.63% | 0.32% | -50.49% | -19.82% | -76.07% | -59.63% | $1.43B |
| Max | 12.0% | 16.98% | 26.80% | 29.92% | 23.12% | 29.36% | 38.92% | 45.52% | 14.45% | $415.91B |
| % Positive Tickers | 41.18% | 100.00% | 94.12% | 100.00% | 29.41% | 70.59% | 23.53% | 17.65% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
Data Owners '25: Billing, Payroll & SMB Ledger Data tracks 17 publicly listed stocks in this theme. Sample tickers: ADP, BILL, FISV, GPN, INTU, LSPD, ORCL, PAYC, PAYX, PCTY, SAP, SGE.LSE, and 5 more. Use the table below for the full list.