We are live on ! Find out more

Mid Cap
Software - Application
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
PAYC icon
1
Paycom
PAYC
$9.65B
$9.65B $214.19 1.81%
YMM icon
2
Full Truck Alliance
YMM
$9.17B
$9.17B $8.84 0.34%
IDCC icon
3
InterDigital
IDCC
$8.99B
$8.99B $348.39 1.38%
PCOR icon
4
Procore
PCOR
$8.87B
$8.87B $58.38 2.37%
ESTC icon
5
Elastic
ESTC
$8.67B
$8.67B $83.44 3.74%
TTAN
6
ServiceTitan Inc
TTAN
$8.43B
$8.43B $88.39 2.22%
PCTY icon
7
Paylocity
PCTY
$7.72B
$7.72B $145.47 1.9%
NAVN
8
Navan Inc
NAVN
$7.3B
$7.3B $28.72 1.85%
APPF icon
9
AppFolio
APPF
$6.94B
$6.94B $195.97 4.04%
LYFT icon
10
Lyft
LYFT
$6.52B
$6.52B $17.22 1.49%
DSGX icon
11
Descartes Systems
DSGX
$6.42B
$6.42B $74.92 3%
DUOL icon
12
Duolingo
DUOL
$6.09B
$6.09B $130.16 2.01%
CVLT icon
13
Commault Systems
CVLT
$5.98B
$5.98B $144.32 1.88%
OTEX icon
14
Open Text
OTEX
$5.79B
$5.79B $23.93 2.49%
NICE icon
15
Nice
NICE
$5.74B
$5.74B $97.90 4.26%
RNG icon
16
RingCentral
RNG
$5.35B
$5.35B $64.07 0.65%
PEGA icon
17
Pegasystems
PEGA
$5.24B
$5.24B $31.88 1.36%
NIQ
18
NIQ Global Intelligence PLC
NIQ
$5.09B
$5.09B $17.25 1.15%
KVYO icon
19
Klaviyo
KVYO
$4.99B
$4.99B $17.54 5.14%
OCTV
20
Octave Intelligence
OCTV
$4.84B
$4.84B $18.02 4.71%
BILL icon
21
BILL Holdings
BILL
$4.83B
$4.83B $48.50 2.57%
FSLY icon
22
Fastly Inc
FSLY
$4.63B
$4.63B $29.04 2.97%
YOU icon
23
Clear Secure
YOU
$4.51B
$4.51B $43.84 3.54%
DAVE icon
24
Dave Inc
DAVE
$4.36B
$4.36B $341.43 2.05%
BULL
25
Webull Corp
BULL
$4.34B
$4.34B $8.16 1.49%
1
2 3

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 55 mid cap Software - Application stocks — companies in the Software - Application industry with a market cap between $2B and $10B — worth a combined $248B.

The largest by market cap are Paycom (PAYC) at $9.65B, Full Truck Alliance (YMM) at $9.17B and InterDigital (IDCC) at $8.99B.

Among institutional investors, Quantinuum Inc (QNT) drew the most net new fund positions in Q2 2026: 175 funds opened new positions.

  • Combined market cap: $248B across 55 stocks.
  • Mid Cap: market cap between $2B and $10B.
  • Largest constituent: Paycom (PAYC), $9.65B market cap.
  • Most net new fund positions in Q2 2026: Quantinuum Inc (QNT), +175 holders.

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