Adyen N.V.

Investors looking for stocks in the Internet - Software sector might want to consider either BILL Holdings (BILL) or Adyen N.V. Unsponsored ADR (ADYEY).

Adyen N.V. offers compelling upside as it expands beyond payment processing into broader financial solutions for merchants. ADYEY's unified platform, direct financial infrastructure access, and recent acquisitions position it for operational leverage and deeper merchant integration. Current valuation at 20x next year's projected earnings leaves room for returns if revenue and margin expansion materialize as expected.

In Q3 2026, the Portfolio returned 4.46% (net of fees) compared to 0.92% for the Index. Top relative contributors to the Portfolio's performance included ServiceNow, Shopify and Microsoft. By contrast, the largest relative detractors in the quarter were Nvidia, Apple (not owned) and Lam Research.

Investors looking for stocks in the Internet - Software sector might want to consider either VTEX (VTEX) or Adyen N.V. Unsponsored ADR (ADYEY).

Payments FinTech Adyen hired Klarna Chief Financial Officer Niclas Neglen as its new CFO, effective Feb. 1, 2027, according to a Tuesday (Sept. 22) press release.

Investors looking for stocks in the Internet - Software sector might want to consider either VTEX (VTEX) or Adyen N.V. Unsponsored ADR (ADYEY).

The digital payments provider faces formidable challenges.

Dutch payments processor Adyen ​plans to expand its India operations and hire more employees as it bets ‌on the country's fast-growing digital payments market and rising cross-border commerce activity, a top executive told Reuters.