Micro Cap
Software - Application
Stocks Ranked by
Market Capitalization
Micro 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 85 micro cap Software - Application stocks — companies in the Software - Application industry with a market cap under $250M — worth a combined $4.9B.
The largest by market cap are Blend Labs (BLND) at $246M, Immersion (IMMR) at $237M and Expensify (EXFY) at $233M.
Among institutional investors, Duos Technologies (DUOT) drew the most net new fund positions in Q2 2026: 45 funds opened new positions, taking total fund holders up 27 (39%) quarter-over-quarter.
- Combined market cap: $4.9B across 85 stocks.
- Micro Cap: market cap under $250M.
- Largest constituent: Blend Labs (BLND), $246M market cap.
- Most net new fund positions in Q2 2026: Duos Technologies (DUOT), +27 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.