Large Cap
Software - Application
Stocks Ranked by
Market Capitalization
| # | Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|---|
| 1 |
1
Shopify
SHOP
$198B
| $198B | $153.88 | 2.72% |
|
| 2 |
2
Salesforce
CRM
$168B
| $168B | $205.69 | 1.61% |
|
| 3 |
3
Uber
UBER
$164B
| $164B | $80.35 | 1.34% |
|
| 4 |
4
ServiceNow
NOW
$131B
| $131B | $127 | 0.82% |
|
| 5 |
5
Automatic Data Processing
ADP
$112B
| $112B | $282.78 | 0.08% |
|
| 6 |
6
Snowflake
SNOW
$110B
| $110B | $317.02 | 1.78% |
|
| 7 |
7
Adobe
ADBE
$109B
| $109B | $273.92 | 0.85% |
|
| 8 |
8
Intuit
INTU
$97.8B
| $97.8B | $357.46 | 3.37% |
|
| 9 |
9
Cadence Design Systems
CDNS
$91.4B
| $91.4B | $331.90 | 5.06% |
|
| 10 |
10
Datadog
DDOG
$80.1B
| $80.1B | $222.99 | 1.23% |
|
| 11 |
11
Autodesk
ADSK
$53B
| $53B | $251.21 | 1.26% |
|
| 12 |
12
Strategy Inc
MSTR
$50.4B
| $50.4B | $126.83 | 3.42% |
|
| 13 |
13
Workday
WDAY
$48B
| $48B | $194.42 | 2.38% |
|
| 14 |
14
Paychex
PAYX
$44.5B
| $44.5B | $124.99 | 0.81% |
|
| 15 |
15
Atlassian
TEAM
$42.1B
| $42.1B | $166.49 | 2.82% |
|
| 16 |
16
Roper Technologies
ROP
$40.9B
| $40.9B | $413.37 | 0.52% |
|
| 17 |
17
Zoom
ZM
$29.6B
| $29.6B | $100.92 | 3.73% |
|
| 18 |
BSP
18
Bending Spoons S.p.A. Ordinary Shares
BSP
$27B
| $27B | $42.47 | 3.13% |
|
| 19 |
19
Fair Isaac
FICO
$24.6B
| $24.6B | $1,137.14 | 2.51% |
|
| 20 |
20
Unity
U
$19.8B
| $19.8B | $44.99 | 2.53% |
|
| 21 |
21
SS&C Technologies
SSNC
$19.5B
| $19.5B | $82.99 | 0.66% |
|
| 22 |
22
PTC
PTC
$16.4B
| $16.4B | $151.14 | 2.05% |
|
| 23 |
23
Guidewire Software
GWRE
$15.7B
| $15.7B | $188.34 | 1.85% |
|
| 24 |
24
Grab
GRAB
$14.6B
| $14.6B | $3.58 | 1.7% |
|
| 25 |
FIG
25
Figma
FIG
$14.5B
| $14.5B | $27.27 | 0.62% |
|
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 $1.83T.
The largest by market cap are Shopify (SHOP) at $198B, Salesforce (CRM) at $168B and Uber (UBER) at $164B.
Among institutional investors, Datadog (DDOG) drew the most net new fund positions in Q2 2026: 315 funds opened new positions, taking total fund holders up 216 (20%) quarter-over-quarter.
- Combined market cap: $1.83T across 34 stocks.
- Large Cap: market cap between $10B and $200B.
- Largest constituent: Shopify (SHOP), $198B market cap.
- Most net new fund positions in Q2 2026: Datadog (DDOG), +216 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.