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THEMATIC

Thematic Payments Innovation Index

TPAIN

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Index Performance

+7.69%
TPAIN
+5.31%
SPY

Overview

Description

The Thematic Payments Innovation Index (TPAIN) tracks the performance of companies innovating across the payments landscape. Unlike other payment and fintech indices, TPAIN intentionally tracks companies that are focused on payments and driving growth through innovation. The companies included were selected for their best-in-class product offerings for these high-growth use cases - from consumer payments to business to business, from credit underwriting to payments infrastructure. Developed by experienced product developers in the payments space, having built the global payment and commerce systems at Airbnb, PayPal, Eventbrite, Brex, and Plaid.

  • TickerTPAIN
  • Inception Date08/24/2022
  • WeightingEqual
  • # of holdings22
What's inside?

Holdings

All holdings as of September 25, 2026
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Grab Holdings Ltd. (Singapore) (GRAB)5.03%$12.77B21.73%43.63%3.19
Shopify, Inc. (SHOP)4.97%$182.97B33.69%47.53%10.83
Marqeta, Inc. (MQ)4.89%$1.77B17.02%19.27%1.16
PayPal Holdings, Inc. (PYPL)4.73%$47.08B3.80%39.60%1.20
Lightspeed Commerce, Inc. (LSPD)4.70%$1.31B5.80%40.33%0.90
Tencent Holdings Ltd. (TCEHY)4.64%$501.66B17.94%55.52%4.57
Toast, Inc. (TOST)4.62%$17.78B23.10%27.04%2.16
Payoneer Global, Inc. (PAYO)4.52%$2.43B5.24%78.69%1.98
Coinbase Global, Inc. (COIN)4.51%$51.48B-61.10%48.65%7.53
Affirm Holdings, Inc. (AFRM)4.51%$24.13B32.43%76.78%8.91
Block, Inc. (XYZ)4.50%$45.91B9.30%47.32%1.83
Wise Ltd. (Greater London) (WPLCF)4.49%$11.48B11.41%58.06%2.72
Adyen NV (ADYEY)4.46%$31.59B23.40%83.41%12.81
Naspers Ltd. (NPSNY)4.45%$33.28B52.16%44.44%6.75
DLocal Ltd. (DLO)4.45%$3.97B55.84%31.25%2.22
MercadoLibre, Inc. (MELI)4.40%$88.85B49.76%40.90%2.43
Sea Ltd. (Singapore) (SE)4.39%$60.97B48.07%45.58%1.86
SoFi Technologies, Inc. (SOFI)4.39%$21.41B39.09%62.21%4.31
PagSeguro Digital Ltd. (PAGS)4.39%$2.51B11.92%51.25%2.77
StoneCo Ltd. (STNE)4.38%$2.26B-14.13%-75.23%7.38
Remitly Global, Inc. (RELY)4.38%$4.52B20.23%60.80%2.38
Bill Holdings, Inc. (BILL)4.18%$3.77B13.03%76.87%2.08
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