Business and payment services
Definition
Companies whose SEC Standard Industrial Classification code falls in 7300 to 7369, 7380 to 7399, 8100 to 8199, 8300 to 8730, 8732 to 8999, as EDGAR assigns them.
Q2 2026 against Q1 2026
- Reported value
- $424bn
- +$15.4bn on the quarter before
- Managers listing any
- 84
- +1 on the quarter before
- Stocks listed
- 148
- +1 on the quarter before
- Buyers
- 2,039
- manager-stock pairs opening or adding
- Sellers
- 1,861
- manager-stock pairs trimming or exiting
value over 8 quartersNet buying actions by quarter: +104 · +175 · +271 · +255 · +148 · +57 · +5 · +178
See it in the heatmap, ranked by breadth →
Managers listing any counts distinct comparable managers. Buyers and sellers count actions by comparable managers, once for each stock a manager moved in. Value moves with prices as well as with buying.
Largest stocks (149 in all)
By combined reported value at Q2 2026. Holders are at least counts, among listed positions.
| Stock | Holders | Value | Buyers | Sellers | Holders, 8 quarters |
|---|---|---|---|---|---|
| VVisa Inc | 57 | $82.0bn | 31 | 28 | |
| MAMastercard Incorporated | 47 | $58.4bn | 24 | 29 | |
| MCOMoodys Corp | 46 | $25.1bn | 21 | 20 | |
| MELIMercadolibre Inc | 44 | $23.0bn | 19 | 25 | |
| UBERUber Technologies Inc | 45 | $21.5bn | 21 | 26 | |
| SPGIS&P Global Inc | 44 | $16.9bn | 23 | 23 | |
| DASHDoordash Inc | 39 | $16.4bn | 17 | 29 | |
| ABNBAirbnb Inc | 41 | $13.3bn | 16 | 27 | |
| SESea LTD | 38 | $13.2bn | 21 | 19 | |
| URIUnited Rentals Inc | 31 | $8.1bn | 18 | 18 | |
| SUNBSunbelt Rentals Holdings Inc | 28 | $8.0bn | 16 | 18 | |
| FISVFiserv Inc | 37 | $7.1bn | 21 | 21 | |
| FTAIFtai Aviation LTD | 31 | $6.1bn | 18 | 14 | |
| TRUTransunion | 26 | $5.8bn | 17 | 12 | |
| PDDPDD Holdings Inc | 28 | $5.3bn | 16 | 18 | |
| MSCIMsci Inc | 41 | $5.3bn | 26 | 16 | |
| FISFidelity Natl Information SV | 38 | $5.2bn | 22 | 19 | |
| EFXEquifax Inc | 36 | $4.9bn | 23 | 13 | |
| ACNAccenture PLC Ireland | 38 | $4.6bn | 20 | 21 | |
| APGApi Group Corp | 30 | $4.4bn | 20 | 18 | |
| FICOFair Isaac Corp | 31 | $4.2bn | 14 | 24 | |
| AKAMAkamai Technologies Inc | 29 | $4.0bn | 18 | 16 | |
| CPAYCorpay Inc | 26 | $3.7bn | 22 | 8 | |
| BABAAlibaba Group HLDG LTD | 33 | $3.4bn | 20 | 17 | |
| EBAYeBay Inc. | 28 | $3.4bn | 14 | 23 |
Managers holding its largest names
Across the 15 largest stocks above at Q2 2026: how many of them each manager lists, and their combined value. A manager can hold others below its listed range.
- Fidelity (FMR LLC)11 of 15 · $38.1bn
- T. Rowe Price Associates Inc9 of 15 · $31.8bn
- Capital Research Global Investors10 of 15 · $27.5bn
- Capital World Investors10 of 15 · $23.9bn
- TCI Fund Management Ltd3 of 15 · $22.7bn
- Invesco Ltd11 of 15 · $18.5bn
- Wellington Management Group LLP10 of 15 · $16.8bn
- Baillie Gifford & Co9 of 15 · $13.8bn
- Berkshire Hathaway Inc1 of 15 · $11.2bn
- Dodge & Cox9 of 15 · $10.5bn
- MFS Investment Management10 of 15 · $9.0bn
- AllianceBernstein LP6 of 15 · $8.0bn
- Janus Henderson Group Ltd7 of 15 · $6.7bn
- Pershing Square Capital Management LP4 of 15 · $5.7bn
- Harris Associates LP6 of 15 · $4.9bn
- AQR Capital Management LLC6 of 15 · $3.9bn
- Neuberger Berman Group LLC7 of 15 · $3.7bn
- Arrowstreet Capital LP5 of 15 · $3.2bn
- Soroban Capital Partners LP3 of 15 · $3.1bn
- Viking Global Investors LP2 of 15 · $2.7bn
2.7% of the value at Q2 2026 sits in stocks with no SIC code on file, counted as unclassified rather than placed in a sector.