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Mid Cap
Software - Application
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
PCOR icon
1
Procore
PCOR
$9.3B
$9.3B $61.20 0.77%
PCTY icon
2
Paylocity
PCTY
$9.01B
$9.01B $169.81 0.15%
YMM icon
3
Full Truck Alliance
YMM
$8.8B
$8.8B $8.48 4.07%
IDCC icon
4
InterDigital
IDCC
$8.61B
$8.61B $333.70 2.12%
TTAN icon
5
ServiceTitan Inc
TTAN
$7.97B
$7.97B $82.61 2.35%
APPF icon
6
AppFolio
APPF
$7.9B
$7.9B $222.97 0.33%
DSGX icon
7
Descartes Systems
DSGX
$7.89B
$7.89B $92.28 2.27%
NAVN icon
8
Navan Inc
NAVN
$6.93B
$6.93B $26.62 1.29%
RNG icon
9
RingCentral
RNG
$6.91B
$6.91B $82.80 1.45%
CVLT icon
10
Commault Systems
CVLT
$6.77B
$6.77B $163.31 4.79%
NICE icon
11
Nice
NICE
$6.74B
$6.74B $115.02 0.46%
DUOL icon
12
Duolingo
DUOL
$6.52B
$6.52B $139.39 0.14%
OTEX icon
13
Open Text
OTEX
$6.49B
$6.49B $26.81 1.17%
LYFT icon
14
Lyft
LYFT
$6.46B
$6.46B $17.07 1.04%
PEGA icon
15
Pegasystems
PEGA
$5.78B
$5.78B $35.17 2.93%
KVYO icon
16
Klaviyo
KVYO
$5.72B
$5.72B $20.10 2.5%
OCTV icon
17
Octave Intelligence
OCTV
$5.7B
$5.7B $21.22 3.56%
NIQ icon
18
NIQ Global Intelligence PLC
NIQ
$5.65B
$5.65B $19.14 0.26%
BRZE icon
19
Braze
BRZE
$5.17B
$5.17B $45.55 0.04%
DAVE icon
20
Dave Inc
DAVE
$4.9B
$4.9B $384 5.59%
YOU icon
21
Clear Secure
YOU
$4.69B
$4.69B $45.59 0.35%
CCC icon
22
CCC Intelligent Solutions
CCC
$4.5B
$4.5B $7.64 0.13%
WK icon
23
Workiva
WK
$4.34B
$4.34B $79.72 0.58%
BILL icon
24
BILL Holdings
BILL
$4.22B
$4.22B $49.52 0.88%
MNDY icon
25
monday.com
MNDY
$4.22B
$4.22B $99.81 1.04%
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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 50 mid cap Software - Application stocks — companies in the Software - Application industry with a market cap between $2B and $10B — worth a combined $233B.

The largest by market cap are Procore (PCOR) at $9.3B, Paylocity (PCTY) at $9.01B and Full Truck Alliance (YMM) at $8.8B.

Among institutional investors, Dave Inc (DAVE) drew the most net new fund positions in Q2 2026: 114 funds opened new positions, taking total fund holders up 74 (27%) quarter-over-quarter.

  • Combined market cap: $233B across 50 stocks.
  • Mid Cap: market cap between $2B and $10B.
  • Largest constituent: Procore (PCOR), $9.3B market cap.
  • Most net new fund positions in Q2 2026: Dave Inc (DAVE), +74 holders.

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