Large Cap
Software - Application
Stocks Ranked by
Market Capitalization
| # | Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|---|
| 1 |
1
Salesforce
CRM
$189B
| $189B | $229.13 | 0.58% |
|
| 2 |
2
Uber
UBER
$146B
| $146B | $71.51 | 1.81% |
|
| 3 |
3
ServiceNow
NOW
$146B
| $146B | $140.86 | 0.79% |
|
| 4 |
4
Snowflake
SNOW
$130B
| $130B | $368.89 | 7.42% |
|
| 5 |
5
Automatic Data Processing
ADP
$107B
| $107B | $270.88 | 0.06% |
|
| 6 |
6
Datadog
DDOG
$105B
| $105B | $293.26 | 7.11% |
|
| 7 |
7
Cadence Design Systems
CDNS
$97.2B
| $97.2B | $352.84 | 1.15% |
|
| 8 |
8
Adobe
ADBE
$94.3B
| $94.3B | $242.27 | 0.51% |
|
| 9 |
9
Intuit
INTU
$80.9B
| $80.9B | $302.75 | 0.37% |
|
| 10 |
10
Strategy Inc
MSTR
$61.5B
| $61.5B | $154.34 | 1.89% |
|
| 11 |
11
Atlassian
TEAM
$52.3B
| $52.3B | $206.79 | 1.58% |
|
| 12 |
12
Autodesk
ADSK
$49.2B
| $49.2B | $235.35 | 0.75% |
|
| 13 |
13
Workday
WDAY
$45B
| $45B | $186.59 | 0.65% |
|
| 14 |
14
Paychex
PAYX
$37B
| $37B | $103.98 | 0.46% |
|
| 15 |
15
Roper Technologies
ROP
$36B
| $36B | $364.09 | 0.04% |
|
| 16 |
16
Zoom
ZM
$28.5B
| $28.5B | $97.74 | 3.24% |
|
| 17 |
17
Bending Spoons S.p.A. Ordinary Shares
BSP
$24.1B
| $24.1B | $38.01 | 0% |
|
| 18 |
18
PTC
PTC
$21.1B
| $21.1B | $194.45 | 0.37% |
|
| 19 |
19
Unity
U
$20.6B
| $20.6B | $46.88 | 2.16% |
|
| 20 |
20
SS&C Technologies
SSNC
$19B
| $19B | $81.03 | 0.47% |
|
| 21 |
21
Dynatrace
DT
$18.4B
| $18.4B | $63.50 | 3.89% |
|
| 22 |
22
Fair Isaac
FICO
$14.4B
| $14.4B | $667.58 | 5.63% |
|
| 23 |
23
Guidewire Software
GWRE
$13.7B
| $13.7B | $167.32 | 1.54% |
|
| 24 |
24
Tyler Technologies
TYL
$13.5B
| $13.5B | $329.55 | 0.48% |
|
| 25 |
25
DocuSign
DOCU
$13.3B
| $13.3B | $71.08 | 0.49% |
|
Large Cap 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 34 large cap Software - Application stocks — companies in the Software - Application industry with a market cap between $10B and $200B — worth a combined $1.67T.
The largest by market cap are Salesforce (CRM) at $189B, Uber (UBER) at $146B and ServiceNow (NOW) at $146B.
Among institutional investors, Datadog (DDOG) drew the most net new fund positions in Q2 2026: 319 funds opened new positions, taking total fund holders up 225 (21%) quarter-over-quarter.
- Combined market cap: $1.67T across 34 stocks.
- Large Cap: market cap between $10B and $200B.
- Largest constituent: Salesforce (CRM), $189B market cap.
- Most net new fund positions in Q2 2026: Datadog (DDOG), +225 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.