Industries & Sectors - Portfolio123
DescriptionSymbolType#StocksCap (M)1Day %*1Wk %*1Mo %*3Mo %*6Mo %*1Yr %*
United States (Primary)PRIMARYUSAUniv6,20067,005,037-1.66%-2.54%-0.95%10.91%3.25%14.22%
  FinanceFINANCIALSector1,64111,293,139-1.70%-3.86%-3.10%5.70%-0.63%18.50%
    Specialty Finance and ServicesFINSVCESubSec1552,359,954-2.62%-5.06%-5.57%3.83%-4.53%21.47%
      Finance Software and ServicesFINSOFTWIndustry38172,744-1.60%-4.40%-3.59%5.07%-4.53%14.90%
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DescriptionSymbolType#StocksCap (M)1Day %*1Wk %*1Mo %*3Mo %*6Mo %*1Yr %*
Alkami Technology, Inc.
ALKT:USAALKT:USA3M1Y3Y Customize...
Stock12,133-8.08%-24.83%-29.90%-24.08%-41.10%-37.40%
Intapp, Inc.
INTA:USAINTA:USA3M1Y3Y Customize...
Stock13,145-2.55%-6.27%-18.42%-32.90%-45.25%8.93%
Q2 Holdings, Inc.
QTWO:USAQTWO:USA3M1Y3Y Customize...
Stock14,779-5.75%-14.23%-17.09%-4.93%-19.59%13.43%
Sapiens International Corp. NV
SPNS:USASPNS:USA3M1Y3Y Customize...
Stock11,491-2.41%-7.31%-9.84%-5.04%0.35%-28.85%
MeridianLink, Inc.
MLNK:USAMLNK:USA3M1Y3Y Customize...
Stock11,194-2.57%-6.82%-7.54%-6.77%-19.12%-34.11%
Clearwater Analytics Holdings, Inc.
CWAN:USACWAN:USA3M1Y3Y Customize...
Stock14,912-0.05%-5.02%-6.98%-12.45%-28.09%3.58%
Jack Henry & Associates, Inc.
JKHY:USAJKHY:USA3M1Y3Y Customize...
Stock112,181-1.49%-5.14%-6.77%-3.64%-3.29%-1.20%
MediaAlpha, Inc.
MAX:USAMAX:USA3M1Y3Y Customize...
Stock1551-1.60%-9.38%-5.19%-1.60%-13.43%-32.79%
Finance Software and ServicesFINSOFTWIndustry38172,744-1.60%-4.40%-3.59%5.07%-4.53%14.90%
Fidelity National Information Services, Inc.
FIS:USAFIS:USA3M1Y3Y Customize...
Stock141,217-1.32%-4.37%-3.58%-0.15%-2.80%3.96%
nCino, Inc.
NCNO:USANCNO:USA3M1Y3Y Customize...
Stock13,129-2.78%-11.85%-2.93%18.25%-20.17%-17.12%
Guidewire Software, Inc.
GWRE:USAGWRE:USA3M1Y3Y Customize...
Stock118,765-1.48%-0.22%-2.13%6.29%5.50%48.52%
S&P 500
SPY:USASPY:USA3M1Y3Y Customize...
Benchmark14,22988,821,531-1.64%-2.41%0.20%10.02%3.92%14.28%
CCC Intelligent Solutions Holdings, Inc.
CCCS:USACCCS:USA3M1Y3Y Customize...
Stock16,3150.62%-2.89%1.25%5.08%-12.42%-5.17%
SS&C Technologies Holdings, Inc.
SSNC:USASSNC:USA3M1Y3Y Customize...
Stock120,552-1.46%-1.12%1.46%8.74%4.67%16.91%
Broadridge Financial Solutions, Inc.
BR:USABR:USA3M1Y3Y Customize...
Stock128,673-1.16%-3.56%2.79%5.43%3.48%16.11%
Blend Labs, Inc.
BLND:USABLND:USA3M1Y3Y Customize...
Stock19217.55%-1.66%4.09%7.55%-7.53%28.52%
Upstart Holdings, Inc.
UPST:USAUPST:USA3M1Y3Y Customize...
Stock17,532-3.08%-5.16%7.94%58.19%22.36%183.64%
Chime Financial, Inc.
CHYM:USACHYM:USA3M1Y3Y Customize...
Stock111,891-5.17%-5.56%8.73%N/AN/AN/A
Pagaya Technologies Ltd.
PGY:USAPGY:USA3M1Y3Y Customize...
Stock12,197-3.09%-7.47%31.29%145.95%213.79%95.70%

* Colors indicate performance relative to the benchmark.