Software - Application
Stocks Ranked by
Market Capitalization
| # | Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|---|
| 1 |
1
SAP
SAP
$219B
| $219B | $190.04 | 3.5% |
|
| 2 |
2
Salesforce
CRM
$155B
| $155B | $188.74 | 2.56% |
|
| 3 |
3
Shopify
SHOP
$154B
| $154B | $118.32 | 1% |
|
| 4 |
4
Uber
UBER
$145B
| $145B | $71.36 | 1.42% |
|
| 5 |
5
ServiceNow
NOW
$119B
| $119B | $115.45 | 3.79% |
|
| 6 |
6
Snowflake
SNOW
$108B
| $108B | $311.33 | 6.15% |
|
| 7 |
7
Automatic Data Processing
ADP
$108B
| $108B | $270.66 | 1.58% |
|
| 8 |
8
Adobe
ADBE
$101B
| $101B | $254.19 | 1.51% |
|
| 9 |
9
Datadog
DDOG
$97.6B
| $97.6B | $274.31 | 2.37% |
|
| 10 |
10
Cadence Design Systems
CDNS
$93.1B
| $93.1B | $337.97 | 0.6% |
|
| 11 |
11
Intuit
INTU
$88.4B
| $88.4B | $323.33 | 2.3% |
|
| 12 |
12
Autodesk
ADSK
$49.9B
| $49.9B | $236.43 | 0.95% |
|
| 13 |
13
Paychex
PAYX
$42.1B
| $42.1B | $118.23 | 1.19% |
|
| 14 |
14
Workday
WDAY
$40.8B
| $40.8B | $165.14 | 2.99% |
|
| 15 |
15
Roper Technologies
ROP
$38.8B
| $38.8B | $392.49 | 0.13% |
|
| 16 |
16
Strategy Inc
MSTR
$34.9B
| $34.9B | $95.60 | 2.49% |
|
| 17 |
17
Zoom
ZM
$28.9B
| $28.9B | $98.39 | 2.41% |
|
| 18 |
18
Atlassian
TEAM
$26.5B
| $26.5B | $104.48 | 3.43% |
|
| 19 |
BSP
19
Bending Spoons S.p.A. Ordinary Shares
BSP
$23B
| $23B | $36.22 | 2.9% |
|
| 20 |
20
Fair Isaac
FICO
$22.7B
| $22.7B | $1,050.36 | 6.47% |
|
| 21 |
21
SS&C Technologies
SSNC
$18.5B
| $18.5B | $78.83 | 2.31% |
|
| 22 |
22
PTC
PTC
$16.3B
| $16.3B | $140.89 | 2.69% |
|
| 23 |
23
Grab
GRAB
$14.7B
| $14.7B | $3.60 | 2.86% |
|
| 24 |
24
Unity
U
$14.6B
| $14.6B | $33.39 | 5.3% |
|
| 25 |
FIG
25
Figma
FIG
$13.2B
| $13.2B | $25.05 | 3% |
|
Software - Application Stocks at a Glance
Application software companies build programs for specific business and consumer tasks, increasingly delivered as cloud subscriptions. Recurring revenue and high gross margins are the draw, with net retention and seat growth the metrics that separate durable compounders from the rest.
There are 221 Software - Application industry stocks tracked by Wall St. Rank, worth a combined $2.16T.
The largest by market cap are SAP (SAP) at $219B, Salesforce (CRM) at $155B and Shopify (SHOP) at $154B.
Among institutional investors, Fastly Inc (FSLY) drew the most net new fund positions in Q1 2026: 127 funds opened new positions, taking total fund holders up 88 (35%) quarter-over-quarter.
- Combined market cap: $2.16T across 221 stocks.
- Largest constituent: SAP (SAP), $219B market cap.
- Most net new fund positions in Q1 2026: Fastly Inc (FSLY), +88 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q1 2026.