Fintech Stocks
Top 10 of 79 FINX holdings, updated
As of 12 October 2026, fintech stocks are losing ground: still ahead of the S&P 500 over the longer run, but behind over the past month. FINX trails the S&P 500 by 6.9 points over one month and ranks #81 of 115 groups Zensei tracks. 26 of the 61 fintech stocks Zensei prices in FINX beat the fund this month.
Where fintech stocks stand now
As of 12 October 2026, FinTech (FINX) ranks #81 of the 115 groups Zensei tracks by one-month return against the S&P 500. It is losing its lead. It built a 0.7-point advantage over the S&P 500 across the longer, time-shifted window, but over the past month it has slipped 6.9 points behind the market — the Cooling quadrant of the rotation map.
On the shorter tape, FINX's momentum is weakening: the intraday trend that carried the move is cooling across the shorter windows. FINX's relative-strength line has broken below its long-term average — the long-term outperformance trend is no longer intact. Both signals point the same direction here: the market is not rewarding this group on either horizon.
The exposure comes via Global X FinTech ETF, whose 79 tracked holdings are led by Robinhood Markets Inc, Block Inc and Paypal Holdings Inc. Weighted by portfolio, the fund's holdings trade at roughly 18.0× earnings. The thing to watch from here is whether this is a pause or a handoff: cooling groups sometimes reset and reclaim leadership, but a deepening one-month deficit usually means rotation has moved on.
Top fintech stocks right now
The largest fintech stocks by weight in FINX, and the strongest over the past month. Size and recent return are measurements, not recommendations.
Largest by fund weight
Share of FINX
- 1Robinhood Markets IncHOOD8.8%
- 2Block IncXYZ6.6%
- 3Paypal Holdings IncPYPL6.4%
- 4n/aCOIN5.6%
- 5Fiserv IncFISV4.1%
Strongest this month
1-month return, holdings Zensei prices
- 1Chaince Digital Holdings IncCD+144.2%
- 2Priority Technology Holdings IncPRTH+31.1%
- 3Stoneco LtdSTNE+21.6%
- 4Guidewire Software IncGWRE+16.9%
- 5Pagseguro Digital LtdPAGS+13.2%
Fintech Stocks vs the S&P 500
Over the week to 12 October 2026, FINX fell 0.3% while the S&P 500 rose 0.4%. FINX and SPY (the S&P 500) over every window Zensei tracks. The spread is the difference: positive means FINX won that window.
Prices as of · computed from daily adjusted closes · how we measure
FinTech on the rotation map, against the 11 broad S&P 500 sectors. Vertical: 1-month spread vs the S&P 500. Horizontal: the longer, time-shifted window.
Are fintech stocks expensive?
The price-to-earnings ratio of FINX as a whole: the total price of its holdings over their total earnings, weighted by share of the fund. Holdings that lose money are left out.
FINX holdings: the fintech stocks inside
As of 12 October 2026, 26 of the 61 fintech stocks Zensei prices in FINX beat the fund over the past month. 13 of them beat the S&P 500. The strongest is Chaince Digital Holdings Inc (CD); the weakest is Webull Corp (BULL). Inside the fund, one or two outliers drive most of the move.
| # | Holding | Weight | 1M | 3M | vs fund 1M | Momentum | RS health |
|---|---|---|---|---|---|---|---|
| 1 | HOODRobinhood Markets Inc | 8.8% | −3.0% | −0.6% | +1.9 pts | Fading | Fading |
| 2 | XYZBlock Inc | 6.6% | −3.0% | −2.4% | +1.8 pts | Cruising | Strong |
| 3 | PYPLPaypal Holdings Inc | 6.4% | +4.3% | +17.9% | +9.2 pts | Strong | Strong |
| 4 | COINn/a | 5.6% | +2.9% | +14.6% | |||
| 5 | FISVFiserv Inc | 4.1% | −10.7% | −10.0% | |||
| 6 | GPNGlobal Payments Inc | 4.1% | −7.1% | +7.1% | |||
| 7 | Adyen NV | 4.1% | — | — | No price data | ||
| 8 | SOFISofi Technologies Inc | 3.8% | −12.1% | −16.0% | |||
| 9 | AFRMn/a | 3.6% | +10.1% | −4.0% | |||
| 10 | INTUIntuit Inc | 3.6% | −4.4% | +6.1% | |||
All 79 FINX holdings by weight: Robinhood Markets Inc (HOOD) 8.8%, Block Inc (XYZ) 6.6%, Paypal Holdings Inc (PYPL) 6.4%, n/a (COIN) 5.6%, Fiserv Inc (FISV) 4.1%, Global Payments Inc (GPN) 4.1%, Adyen NV 4.1%, Sofi Technologies Inc (SOFI) 3.8%, n/a (AFRM) 3.6%, Intuit Inc (INTU) 3.6%, n/a (CRCL) 3.6%, Ss&c Technologies Holdings Inc (SSNC) 3.3%, n/a (FIS) 3.0%, Toast Inc (TOST) 2.7%, Guidewire Software Inc (GWRE) 2.2%, Wise Group PLC (WSE) 2.1%, Hut 8 Corp (HUT) 2.1%, Jack Henry & Associates Inc (JKHY) 1.9%, Paypay Corp (PAYP) 1.8%, Riot Platforms Inc (RIOT) 1.6%, Healthequity Inc (HQY) 1.4%, Cipher Digital Inc (CIFR) 1.3%, Xero Ltd 1.3%, Bullish (BLSH) 1.1%, Temenos AG 1.0%, n/a (CORZ) 1.0%, Nexi SPA 1.0%, n/a (GLXY) 0.9%, Klarna Group PLC (KLAR) 0.9%, Mara Holdings Inc (MARA) 0.9%, Aci Worldwide Inc (ACIW) 0.9%, Virtu Financial Inc (VIRT) 0.8%, Bill Holdings Inc (BILL) 0.8%, Hub24 Ltd 0.7%, Kakaopay Corp 0.7%, Sezzle Inc (SEZL) 0.7%, Lemonade Inc (LMND) 0.6%, Webull Corp (BULL) 0.6%, Shift4 Payments Inc (FOUR) 0.5%, Hyperliquid Strategies Inc (PURR) 0.4%, Stoneco Ltd (STNE) 0.4%, Upstart Holdings Inc (UPST) 0.4%, Payoneer Global Inc (PAYO) 0.4%, Dlocal Ltd (DLO) 0.4%, Keel Infrastructure Corp (KEEL) 0.4%, Ncino Inc (NCNO) 0.4%, Flywire Corp (FLYW) 0.4%, Paymentus Holdings Inc (PAY) 0.4%, Zip Co Ltd 0.4%, Happen Inc (HAPN) 0.3%, Nayax Ltd 0.3%, Pagseguro Digital Ltd (PAGS) 0.3%, Pagaya Technologies Ltd (PGY) 0.3%, Kbank 0.3%, n/a (ETOR) 0.2%, Osl Group Ltd 0.2%, Lufax Holding Ltd (LU) 0.2%, Vertex Inc (VERX) 0.2%, n/a (BTGO) 0.1%, Mitek Systems Inc (MITK) 0.1%, Iress Ltd 0.1%, Coinshares PLC (CSHR) 0.1%, Priority Technology Holdings Inc (PRTH) 0.1%, Hypoport AG 0.1%, Linklogis Inc 0.1%, Line Pay Taiwan Ltd 0.1%, Paysafe Ltd (PSFE) 0.1%, Nhn Kcp Corp 0.1%, Lendingtree Inc (TREE) 0.1%, Chaince Digital Holdings Inc (CD) 0.1%, Repay Holdings Corp (RPAY) 0.1%, Blend Labs Inc (BLND) 0.1%, Bakkt Inc (BKKT) 0.1%, Yeahka Ltd 0.0%, Gemini Space Station Inc (GEMI) 0.0%, Green World Fintech Service Co Ltd 0.0%, Lianlian Digitech Co Ltd 0.0%, American Bitcoin Corp (ABTC) 0.0%, Exodus Movement Inc (EXOD) 0.0%.
Fintech Stocks: common questions
What are the top 3 fintech stocks?
As of 12 October 2026, the three largest fintech stocks in FINX by fund weight are Robinhood Markets Inc (HOOD) (8.8%), Block Inc (XYZ) (6.6%) and Paypal Holdings Inc (PYPL) (6.4%). Fund weight shows size inside the fund, not a recommendation.
Which fintech stocks are beating the sector?
As of 12 October 2026, 26 of the 61 fintech stocks Zensei prices in FINX beat the fund over the past month. The strongest over the past month is Chaince Digital Holdings Inc (CD). The list above shows every holding with its weight and returns.
Are fintech stocks outperforming the S&P 500?
No. As of 12 October 2026, FINX trails the S&P 500 by 6.9 points over the past month.
Is it a good time to invest in fintech stocks?
Zensei does not give investment advice, but it measures the trend. As of 12 October 2026, fintech stocks are ahead of the S&P 500 over the longer window but behind over the past month, a fading lead. The rotation map and the read on this page show whether that trend is building or fading.
What is FINX?
FINX is Global X FinTech ETF. Zensei uses it to measure fintech stocks against the S&P 500 (SPY).
What stocks does FINX own?
As of 12 October 2026, the largest of the 79 positions Zensei tracks in FINX are Robinhood Markets Inc, Block Inc, Paypal Holdings Inc, n/a, Fiserv Inc. Each position measured against the fund, with momentum and relative strength, is part of Zensei Premium.
What quadrant is fintech in right now?
As of 12 October 2026, fintech is in the Cooling quadrant — still ahead over the longer window, but behind the market over the past month. The Zensei methodology page explains the quadrants.
Recent changes
- ·First tracked: losing ground
Related sectors
Track fintech against the whole market
Zensei Edge maps 100+ sectors and themes against the S&P 500 — with the stocks inside each one, rotation history and alerts when leadership changes hands.