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ACIW51.97 0.02%ADYEY11.02 2.65%AFRM67.99 0.23%AXP320.71 0.34%BAC62.56 0.18%BFH106.86 0.50%C138.50 0.51%CHYM32.67 5.44%COF207.11 1.78%COIN172.28 1.40%CPAY408.47 0.59%CRCL90.32 2.87%DLO14.92 1.74%EEFT70.73 0.26%FICO960.67 2.29%FIS38.52 1.18%FISV48.93 0.58%FLYW17.75 0.06%FOUR43.03 4.62%GDOT13.27 2.00%GPN88.55 1.76%HAPN16.70 0.77%HOOD113.33 1.69%IMXI14.07 2.09%JKHY161.42 1.86%JPM353.37 0.38%KLAR13.80 0.58%MA565.37 0.38%MELI1906.24 1.59%MQ16.16 1.54%NU15.02 0.13%PAGS10.13 5.41%PAY36.28 2.98%PGY20.30 6.02%PYPL53.31 2.19%RELY21.93 8.89%SEZL118.41 1.08%SHOP126.60 0.15%SOFI17.21 0.69%STNE10.30 4.89%SYF75.44 2.47%TBBK50.30 0.54%TOST31.94 1.57%UPST25.10 3.05%USB62.41 0.48%V367.21 0.05%WFC89.45 0.25%WSE11.93 3.48%WU6.89 0.72%XYZ79.07 0.42%ACIW51.97 0.02%ADYEY11.02 2.65%AFRM67.99 0.23%AXP320.71 0.34%BAC62.56 0.18%BFH106.86 0.50%C138.50 0.51%CHYM32.67 5.44%COF207.11 1.78%COIN172.28 1.40%CPAY408.47 0.59%CRCL90.32 2.87%DLO14.92 1.74%EEFT70.73 0.26%FICO960.67 2.29%FIS38.52 1.18%FISV48.93 0.58%FLYW17.75 0.06%FOUR43.03 4.62%GDOT13.27 2.00%GPN88.55 1.76%HAPN16.70 0.77%HOOD113.33 1.69%IMXI14.07 2.09%JKHY161.42 1.86%JPM353.37 0.38%KLAR13.80 0.58%MA565.37 0.38%MELI1906.24 1.59%MQ16.16 1.54%NU15.02 0.13%PAGS10.13 5.41%PAY36.28 2.98%PGY20.30 6.02%PYPL53.31 2.19%RELY21.93 8.89%SEZL118.41 1.08%SHOP126.60 0.15%SOFI17.21 0.69%STNE10.30 4.89%SYF75.44 2.47%TBBK50.30 0.54%TOST31.94 1.57%UPST25.10 3.05%USB62.41 0.48%V367.21 0.05%WFC89.45 0.25%WSE11.93 3.48%WU6.89 0.72%XYZ79.07 0.42%
Markets · Curated intelligence

Markets that shape the payments stack.

A curated view of public companies, indexes, and infrastructure signals across networks, processors, fintech platforms, banks, and emerging payment rails.

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The Markets Screener

Sort every name in payments by what matters.

Market cap, LTM revenue growth, gross margin, price-to-sales, YTD — sortable across the full payments universe with editorial briefs on every ticker.

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50 namesVMAAXPJPMBACCCOFUSBSYFFISFISVGPNACIWEEFTCPAYMQFOURGDOTPYPLXYZADYEYSHOPTOSTAFRMKLARUPSTSOFIMELINUPAGSSTNEWURELYIMXICOINHOODDLOCHYMPGYCRCLFLYWHAPNWSEWFCFICOJKHYPAYSEZLTBBKBFH
Market context
04 INDICES · UPDATED 2026-09-10 · 16:00 ET
S&P 500
SPY
Broad market
$757.83
-4.54-0.60%
1D2026-09-10 · 16:00 ET
Nasdaq-100
QQQ
Tech / growth
$708.69
-7.54-1.06%
1D2026-09-10 · 16:00 ET
Russell 2000
IWM
Small cap
$287.70
-2.91-1.01%
1D2026-09-10 · 16:00 ET
IPAY
PAYMENTS ETF
Payments sector
$48.92
-0.15-0.31%
1D2026-09-10 · 16:00 ET
Payments ecosystem · Signal strip
As of 2026-09-10 · 16:00 ET · Daily movement · simple average
The Pulse · Week ending 2026-09-04

Yields Rise as Stablecoins Claim Settlement Ground

The payments sector came unstuck from a nearly flat broad market this week, with meaningful sorting across archetypes: card networks and buy-now-pay-later platforms absorbed rate-driven pressure while stablecoin infrastructure, LatAm fintech, and consumer fintech rails surged. FICO posted one of the sharpest single-week drops in the universe, reflecting growing regulatory and competitive scrutiny of its credit-scoring monopoly. Robinhood and Circle both gained more than 17 percent, signaling that alternative settlement rails are attracting serious institutional attention.

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SEC EDGAR · Filings

What the universe is filing.

Live index of 10-Ks, 10-Qs, 8-Ks, proxies, and insider trades across the 50 names TPC tracks. Refreshed daily from SEC EDGAR.

Operator Note

Market data provides the signal. The interpretation comes from understanding how payments infrastructure, credit economics, and platform strategy connect.

Data Disclosure

The universe table and index values are end-of-day closing levels sourced from Massive.com. The top ticker tape and Today’s Movers strip show intraday quotes refreshed on a roughly five-minute cadence during market hours and are themselves delayed — they are not real-time and may not reflect current market prices. The 52-week range and 1-month sparkline columns are placeholders pending a follow-up data pass. All information on this page is provided for informational and editorial purposes only and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. The Payments Corner is not a registered investment adviser. Past performance is not indicative of future results.