Company Tracker
Public companies we follow
Editorial reference list of public HR-tech, payroll, identity, benefits, and finance-operations companies. No live stock prices.
| Company | Ticker | Category | Public-market lens | IR | Last reviewed |
|---|---|---|---|---|---|
| ADP | ADP | Payroll and HCM | Largest U.S. payroll and HCM processor. Watched as a leading indicator for private-sector employment trends. | IR | 2026-05-26 |
| Paychex | PAYX | Payroll and SMB HCM | Leading provider to small and mid-sized U.S. employers, with growing PEO and HR outsourcing footprint. | IR | 2026-05-26 |
| Paycom | PAYC | Payroll and HCM | Mid-market HCM platform with single-database architecture. Watched for usage-based product adoption. | IR | 2026-05-26 |
| Paylocity | PCTY | Mid-market HCM | Mid-market HCM and benefits platform. Watched for product breadth and partner ecosystem development. | IR | 2026-05-26 |
| Dayforce | DAY | HCM and workforce management | Workforce management and HCM platform (formerly Ceridian). Watched for upmarket enterprise wins. | IR | 2026-05-26 |
| Workday | WDAY | Enterprise HCM and finance | Enterprise HCM and financial management platform. Watched for agentic AI rollout and federal traction. | IR | 2026-05-26 |
| BILL | BILL | SMB finance operations | SMB accounts payable, accounts receivable, and spend management. Adjacent to payroll in the back-office stack. | IR | 2026-05-26 |
| TriNet | TNET | PEO and HR services | Professional employer organization serving small and mid-sized businesses across multiple verticals. | IR | 2026-05-26 |
| SAP | SAP | Enterprise applications | Global enterprise applications vendor. SuccessFactors competes in enterprise HCM; broader agentic AI roadmap is material. | IR | 2026-05-26 |
| Oracle | ORCL | Enterprise applications | Oracle Fusion HCM and Cloud ERP compete in the enterprise stack. Watched for HCM cloud growth disclosures. | IR | 2026-05-26 |
Project 2030 does not display live stock prices. The IR column links to each company's investor-relations page. Editorial commentary; not investment advice.