
SHOP+1.12%22.0%

VTEX-16.86%14.0%

GLBE+7.67%12.0%

CMRC-32.57%11.0%

LSPD-17.37%10.0%

XYZ-3.66%10.0%

WIX-52.76%8.0%

TOST-16.77%5.0%

ADBE-32.17%4.0%

GDDY-28.02%4.0%
As of Oct 2, 2026, 9:55 PM ET
Retail Tech '26: Commerce & Merchant Platforms Constituents
Shopify Inc.SHOP | 22.0% | 1.54% | 3.56% | 7.85% | 2.62% | -4.95% | 26.73% | 52.01% | 1.12% | 93.74% | 12.08% | $196.45B |
VtexVTEX | 14.0% | -1.35% | 0.55% | 1.39% | -1.35% | -2.93% | 6.41% | -30.34% | -16.86% | -48.95% | -82.49% | $645.9M |
Global-e Online Ltd.GLBE | 12.0% | -2.24% | -5.23% | 1.48% | -2.08% | 0.17% | 12.60% | 5.06% | 7.67% | 7.40% | -44.68% | $6.60B |
Commerce.com, Inc.CMRC | 11.0% | 0.31% | -3.56% | 31.05% | 0.31% | -21.12% | 16.91% | -36.65% | -32.57% | -36.65% | -36.65% | $268.2M |
Block, Inc.XYZ | 10.0% | 0.39% | -4.55% | -10.26% | -0.05% | 13.69% | 16.17% | 27.89% | -3.66% | 13.24% | -68.94% | $44.24B |
Lightspeed Commerce Inc.LSPD | 10.0% | 1.45% | 1.46% | -6.34% | 0.72% | -19.29% | 7.97% | 7.73% | -17.37% | -38.97% | -90.00% | $1.35B |
Wix.com Ltd.WIX | 8.0% | -1.00% | -9.37% | -16.26% | -1.03% | -30.12% | 3.03% | -56.23% | -52.76% | -53.67% | -61.32% | $3.81B |
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 |
Adobe Inc.ADBE | 4.0% | -1.49% | 0.07% | -14.78% | -1.18% | -31.88% | -9.14% | -38.20% | -32.17% | -52.82% | -58.84% | $94.48B |
GoDaddy Inc.GDDY | 4.0% | 0.20% | -1.82% | -5.32% | -0.55% | -22.27% | 10.66% | -46.57% | -28.02% | -37.04% | 35.58% | $12.87B |
| Theme return | — | 0.06% | -1.22% | 1.66% | 0.87% | -3.89% | 19.82% | 3.48% | -8.74% | 0.98% | -29.27% | — |
| Average | 10.0% | -0.03% | -1.75% | -2.29% | 0.03% | -13.40% | 10.15% | -13.10% | -19.14% | -14.69% | -43.96% | $37.80B |
| Median | 10.0% | 0.26% | -0.87% | -5.83% | -0.30% | -17.30% | 10.39% | -23.03% | -17.12% | -36.85% | -51.76% | $9.74B |
| Std Dev | 5.2% | 1.36% | 3.72% | 13.30% | 1.57% | 13.77% | 8.97% | 33.40% | 17.15% | 43.83% | 37.78% | $59.76B |
| Min | 4.0% | -2.24% | -9.37% | -16.26% | -2.08% | -31.88% | -9.14% | -56.23% | -52.76% | -53.67% | -90.00% | $268.2M |
| Max | 22.0% | 1.92% | 3.56% | 31.05% | 2.87% | 13.69% | 26.73% | 52.01% | 7.67% | 93.74% | 35.58% | $196.45B |
| % Positive Tickers | 60.00% | 50.00% | 40.00% | 40.00% | 20.00% | 90.00% | 40.00% | 20.00% | 40.00% | 20.00% |