Large Cap
Software - Application
Stocks Ranked by
Market Capitalization
| # | Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|---|
| 1 |
1
Shopify
SHOP
$192B
| $192B | $148.91 | 3.59% |
|
| 2 |
2
Salesforce
CRM
$176B
| $176B | $213.65 | 3.94% |
|
| 3 |
3
Uber
UBER
$140B
| $140B | $68.59 | 0.28% |
|
| 4 |
4
Automatic Data Processing
ADP
$120B
| $120B | $303.35 | 1.23% |
|
| 5 |
5
ServiceNow
NOW
$106B
| $106B | $101.97 | 0.38% |
|
| 6 |
6
Snowflake
SNOW
$97.3B
| $97.3B | $275.88 | 2.35% |
|
| 7 |
7
Adobe
ADBE
$93.1B
| $93.1B | $239.30 | 2.9% |
|
| 8 |
8
Intuit
INTU
$91.3B
| $91.3B | $341.50 | 3.76% |
|
| 9 |
9
Cadence Design Systems
CDNS
$87.8B
| $87.8B | $319.92 | 2.73% |
|
| 10 |
10
Datadog
DDOG
$64.6B
| $64.6B | $179.04 | 2.54% |
|
| 11 |
11
Autodesk
ADSK
$54.7B
| $54.7B | $261.72 | 2.76% |
|
| 12 |
12
Strategy Inc
MSTR
$54.6B
| $54.6B | $128.93 | 0.29% |
|
| 13 |
13
Roper Technologies
ROP
$47.2B
| $47.2B | $476.60 | 2.92% |
|
| 14 |
14
Workday
WDAY
$46.5B
| $46.5B | $192.90 | 3.63% |
|
| 15 |
15
Paychex
PAYX
$41.7B
| $41.7B | $117.06 | 2.04% |
|
| 16 |
16
Atlassian
TEAM
$38.9B
| $38.9B | $153.68 | 16.2% |
|
| 17 |
17
Bending Spoons S.p.A. Ordinary Shares
BSP
$27.9B
| $27.9B | $42.41 | 5.94% |
|
| 18 |
18
Zoom
ZM
$26.2B
| $26.2B | $89.88 | 1.19% |
|
| 19 |
19
Unity
U
$22.9B
| $22.9B | $51.49 | 5.51% |
|
| 20 |
20
PTC
PTC
$21.2B
| $21.2B | $195.07 | 0.24% |
|
| 21 |
21
SS&C Technologies
SSNC
$18.2B
| $18.2B | $77.71 | 0.77% |
|
| 22 |
22
Tyler Technologies
TYL
$16.7B
| $16.7B | $420.56 | 2.28% |
|
| 23 |
23
Fair Isaac
FICO
$15.2B
| $15.2B | $704.55 | 0.4% |
|
| 24 |
24
Manhattan Associates
MANH
$14.7B
| $14.7B | $252.78 | 0.94% |
|
| 25 |
25
DocuSign
DOCU
$14.5B
| $14.5B | $77.61 | 1.66% |
|
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 $1.74T.
The largest by market cap are Shopify (SHOP) at $192B, Salesforce (CRM) at $176B and Uber (UBER) at $140B.
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 224 (21%) quarter-over-quarter.
- Combined market cap: $1.74T across 34 stocks.
- Large Cap: market cap between $10B and $200B.
- Largest constituent: Shopify (SHOP), $192B market cap.
- Most net new fund positions in Q2 2026: Datadog (DDOG), +224 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.