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Mid Cap
Software - Application
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
PCOR icon
1
Procore
PCOR
$9.59B
$9.59B $63.09 0.27%
TTAN
2
ServiceTitan Inc
TTAN
$9.03B
$9.03B $94.61 0.43%
ESTC icon
3
Elastic
ESTC
$8.93B
$8.93B $85.94 1.6%
YMM icon
4
Full Truck Alliance
YMM
$8.89B
$8.89B $8.57 1.49%
IDCC icon
5
InterDigital
IDCC
$8.82B
$8.82B $341.64 0.93%
PCTY icon
6
Paylocity
PCTY
$8.11B
$8.11B $152.87 2.38%
APPF icon
7
AppFolio
APPF
$7.73B
$7.73B $218.27 1.42%
NAVN
8
Navan Inc
NAVN
$7.31B
$7.31B $28.76 1.44%
DUOL icon
9
Duolingo
DUOL
$6.84B
$6.84B $146.25 0.15%
DSGX icon
10
Descartes Systems
DSGX
$6.6B
$6.6B $77.05 0.68%
LYFT icon
11
Lyft
LYFT
$6.54B
$6.54B $17.27 0.92%
OTEX icon
12
Open Text
OTEX
$5.92B
$5.92B $24.45 0.24%
NICE icon
13
Nice
NICE
$5.9B
$5.9B $100.67 0.26%
PEGA icon
14
Pegasystems
PEGA
$5.52B
$5.52B $33.60 0.68%
CVLT icon
15
Commault Systems
CVLT
$5.5B
$5.5B $132.79 3.3%
RNG icon
16
RingCentral
RNG
$5.5B
$5.5B $65.81 0.2%
NIQ
17
NIQ Global Intelligence PLC
NIQ
$5.46B
$5.46B $18.51 1.09%
KVYO icon
18
Klaviyo
KVYO
$5.14B
$5.14B $18.04 0.88%
OCTV
19
Octave Intelligence
OCTV
$4.88B
$4.88B $18.18 1.57%
BULL
20
Webull Corp
BULL
$4.79B
$4.79B $9.01 4.28%
BILL icon
21
BILL Holdings
BILL
$4.69B
$4.69B $47.10 1.28%
YOU icon
22
Clear Secure
YOU
$4.45B
$4.45B $43.23 2.42%
CCC
23
CCC Intelligent Solutions
CCC
$4.41B
$4.41B $7.49 0.67%
DAVE icon
24
Dave Inc
DAVE
$4.29B
$4.29B $336.60 2.45%
WK icon
25
Workiva
WK
$4.14B
$4.14B $76.04 0.44%

Mid 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 53 mid cap Software - Application stocks — companies in the Software - Application industry with a market cap between $2B and $10B — worth a combined $241B.

The largest by market cap are Procore (PCOR) at $9.59B, ServiceTitan Inc (TTAN) at $9.03B and Elastic (ESTC) at $8.93B.

Among institutional investors, Quantinuum Inc (QNT) drew the most net new fund positions in Q2 2026: 174 funds opened new positions.

  • Combined market cap: $241B across 53 stocks.
  • Mid Cap: market cap between $2B and $10B.
  • Largest constituent: Procore (PCOR), $9.59B market cap.
  • Most net new fund positions in Q2 2026: Quantinuum Inc (QNT), +174 holders.

Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.