46 companies

S&P Global

Market Cap: US$128.2b

Provides benchmarks, data, analytics, and workflow solutions in the global capital, energy and commodity, and automotive markets.

SPGI

US$418.02

7D

-2.0%

1Y

-16.8%

SoFi Technologies

Market Cap: US$22.7b

Provides various financial services in the United States, Latin America, Canada, and Hong Kong.

SOFI

US$17.42

7D

9.8%

1Y

13.4%

Pershing Square

Market Cap: US$13.7b

Operates as an alternative asset manager.

New

PS

US$34.58

7D

6.3%

1Y

n/a

Jack Henry & Associates

Market Cap: US$9.2b

Operates as a financial technology company that connects people and financial institutions through technology solutions and payment processing services.

JKHY

US$124.22

7D

-2.6%

1Y

-31.5%

Hamilton Lane

Market Cap: US$4.9b

A private equity and venture capital firm specializing in early venture, emerging growth, turnaround, middle market, mature, mid-venture, bridge, buyout, distressed/vulture, loan, mezzanine in growth capital companies.

HLNE

US$81.40

7D

4.2%

1Y

-40.6%

Radian Group

Market Cap: US$4.7b

Provides mortgage insurance in the United States.

RDN

US$34.88

7D

0.4%

1Y

0.5%

DLocal

Market Cap: US$3.7b

Provides payment processing services worldwide.

DLO

US$12.74

7D

8.1%

1Y

27.9%

Shift4 Payments

Market Cap: US$3.3b

Engages in the provision of software and payment processing solutions in the United States and internationally.

FOUR

US$39.17

7D

9.9%

1Y

-57.3%

Upstart Holdings

Market Cap: US$3.1b

Operates a cloud-based artificial intelligence (AI) lending platform in the United States.

UPST

US$30.46

7D

0.5%

1Y

-48.4%

Hercules Capital

Market Cap: US$2.9b

A business development company.

HTGC

US$15.41

7D

-0.6%

1Y

-14.5%

StoneCo

Market Cap: US$2.7b

Provides financial technology and software solutions to merchants and integrated partners to conduct electronic commerce across in-store, online, and mobile channels in Brazil.

STNE

US$10.77

7D

1.6%

1Y

-27.5%

Euronet Worldwide

Market Cap: US$2.6b

Provides payment and transaction processing and distribution solutions to financial institutions, retailers, service providers, and individual consumers internationally.

EEFT

US$67.03

7D

4.7%

1Y

-33.0%

Patria Investments

Market Cap: US$1.9b

Operates as a private market investment firm.

PAX

US$11.55

7D

2.9%

1Y

-17.5%

Qfin Holdings

Market Cap: US$1.8b

Qfin Holdings, Inc., together with its subsidiaries, operate AI- driven credit-tech platform under the Qifu Jietiao brand in the People’s Republic of China.

QFIN

US$15.03

7D

1.3%

1Y

-65.1%

Walker & Dunlop

Market Cap: US$1.8b

Through its subsidiaries, originates, sells, and services a range of multifamily and other commercial real estate financing products and services for owners and developers of real estate in the United States.

WD

US$51.00

7D

-0.1%

1Y

-23.8%

EVERTEC

Market Cap: US$1.7b

Provides transaction processing and financial technology services in Latin America, Puerto Rico, and the Caribbean.

EVTC

US$26.81

7D

12.0%

1Y

-25.5%

PicS

Market Cap: US$1.4b

Operates as a digital financial services company that provides digital wallet and application for individuals and businesses in Brazil.

PICS

US$10.99

7D

16.9%

1Y

n/a

Ridgepost Capital

Market Cap: US$916.3m

Operates as a multi-asset class private market solutions provider in the alternative asset management industry in the United States, North America, Europe, and internationally.

RPC

US$8.20

7D

-0.8%

1Y

-9.0%

Compass Diversified

Market Cap: US$762.9m

A private equity firm specializing in add on acquisitions, buyouts, industry consolidation, recapitalization, late stage, and middle market investments.

CODI

US$9.92

7D

-9.2%

1Y

55.5%

Invesco Mortgage Capital

Market Cap: US$760.2m

Operates as a real estate investment trust (REIT) that invests, finances, and manages mortgage-backed securities and other mortgage-related assets in the United States.

IVR

US$8.05

7D

1.9%

1Y

5.6%

Alerus Financial

Market Cap: US$754.4m

Operates as the bank holding company for Alerus Financial, National Association that provides various financial services to businesses and consumers in the United States.

ALRS

US$29.67

7D

-0.03%

1Y

40.9%

Better Home & Finance Holding

Market Cap: US$551.9m

Operates as a homeownership company in the United States.

BETR

US$27.18

7D

14.5%

1Y

99.9%

Obook Holdings

Market Cap: US$510.6m

Operates as a blockchain technology company in the United States, Japan, Singapore, Hong Kong, Malaysia, and Thailand, South America, and the European Union.

OWLS

US$5.73

7D

1.8%

1Y

n/a

KKR Real Estate Finance Trust

Market Cap: US$465.5m

A mortgage real estate investment trust, focuses primarily on originating and acquiring transitional senior loans secured by commercial real estate (CRE) assets in the United States.

KREF

US$6.80

7D

-4.9%

1Y

-26.5%

ContextLogic Holdings

Market Cap: US$440.4m

Focuses on seeking to develop and grow a de novo business and finance potential future bolt-on acquisitions of assets or businesses.

LOGC

US$9.32

7D

-3.5%

1Y

23.9%

NewtekOne

Market Cap: US$401.7m

Operates as the bank holding company for Newtek Bank, National Association that provides various business and financial solutions under the Newtek and NewtekOne brands to the small- and medium-sized business market.

NEWT

US$13.61

7D

0.7%

1Y

30.1%

Bakkt

Market Cap: US$390.8m

Engages in digital building financial infrastructure business.

BKKT

US$9.01

7D

17.3%

1Y

-29.0%

Value Line

Market Cap: US$330.2m

Engages in the production and sale of investment periodicals and related publications.

VALU

US$34.56

7D

3.3%

1Y

-10.0%

Repay Holdings

Market Cap: US$288.9m

A payments technology company, provides integrated payment processing solutions that enables consumers and businesses to make payments using electronic payment methods in the United States.

RPAY

US$3.32

7D

-1.8%

1Y

-27.8%

MarketWise

Market Cap: US$263.9m

Operates a content and technology multi-brand platform for self-directed investors in the United States and Internationally.

MKTW

US$16.68

7D

-2.4%

1Y

-4.3%

Angel Oak Mortgage REIT

Market Cap: US$212.0m

A real estate finance company, focuses on acquiring and investing in first lien nonqualified mortgage loans and other mortgage-related assets in the United States mortgage market.

AOMR

US$8.46

7D

0.5%

1Y

-6.7%

Helios Fairfax Partners

Market Cap: US$185.4m

An investment holding company, engages in the investment business.

FFXX.F

US$1.71

7D

0.6%

1Y

-24.7%

PhenixFIN

Market Cap: US$84.8m

A business development company.

PFX

US$43.85

7D

1.0%

1Y

-11.9%

Advanced Flower Capital

Market Cap: US$79.8m

Advanced Flower Capital Inc. originates, structures, underwrites, invests in, and manages senior secured loans and other types of mortgage loans and debt securities for established companies operating in the cannabis industry.

AFCG

US$3.28

7D

-3.8%

1Y

-28.5%

Lument Finance Trust

Market Cap: US$54.0m

A real estate investment trust, focuses on investing in, originating, financing, and managing a portfolio of commercial real estate (CRE) debt investments in the United States.

LFT

US$1.03

7D

3.0%

1Y

-58.1%

Heritage Global

Market Cap: US$44.1m

Operates as an asset services company with focus on financial and industrial asset transactions in the United States.

HGBL

US$1.27

7D

-4.5%

1Y

-39.5%

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