Large Cap
Software - Application
Stocks Ranked by
Market Capitalization
| Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|
26
Dynatrace
DT
$14.5B
| $14.5B | $50.07 | 2.08% |
|
27
Tyler Technologies
TYL
$14.3B
| $14.3B | $350.06 | 1.61% |
|
|
CHYM
28
Chime Financial
CHYM
$12.5B
| $12.5B | $33.10 | 1.22% |
|
29
Manhattan Associates
MANH
$12.4B
| $12.4B | $213.10 | 0.04% |
|
30
HubSpot
HUBS
$11.9B
| $11.9B | $237.69 | 2.65% |
|
|
DOCU
31
DocuSign
DOCU
$11.6B
| $11.6B | $60.54 | 3.23% |
|
32
Bentley Systems
BSY
$11.1B
| $11.1B | $36.90 | 2.07% |
|
33
JFrog
FROG
$11B
| $11B | $89.48 | 0.73% |
|
34
Paycom
PAYC
$10.4B
| $10.4B | $231.70 | 0.91% |
|
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.