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Mid Cap
Software - Application
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
YMM icon
1
Full Truck Alliance
YMM
$8.88B
$8.88B $8.56 2.76%
IDCC icon
2
InterDigital
IDCC
$8.55B
$8.55B $331.31 0.92%
PCOR icon
3
Procore
PCOR
$8.54B
$8.54B $56.21 2.61%
PCTY icon
4
Paylocity
PCTY
$8.17B
$8.17B $153.96 0.61%
APPF icon
5
AppFolio
APPF
$7.16B
$7.16B $202.20 2.41%
DSGX icon
6
Descartes Systems
DSGX
$7.09B
$7.09B $82.82 1.81%
DUOL icon
7
Duolingo
DUOL
$7.01B
$7.01B $149.92 0.86%
TTAN icon
8
ServiceTitan Inc
TTAN
$7B
$7B $72.59 0.47%
NICE icon
9
Nice
NICE
$6.88B
$6.88B $117.49 0.15%
RNG icon
10
RingCentral
RNG
$6.62B
$6.62B $79.27 1.17%
CVLT icon
11
Commault Systems
CVLT
$6.52B
$6.52B $157.25 4.14%
NAVN icon
12
Navan Inc
NAVN
$6.16B
$6.16B $23.64 2.43%
LYFT icon
13
Lyft
LYFT
$6.14B
$6.14B $16.22 0.56%
PEGA icon
14
Pegasystems
PEGA
$5.86B
$5.86B $35.65 0.45%
OTEX icon
15
Open Text
OTEX
$5.74B
$5.74B $23.70 1.98%
OCTV icon
16
Octave Intelligence
OCTV
$5.51B
$5.51B $20.52 2.4%
NIQ icon
17
NIQ Global Intelligence PLC
NIQ
$5.34B
$5.34B $18.09 1.01%
KVYO icon
18
Klaviyo
KVYO
$4.93B
$4.93B $17.32 1.42%
DAVE icon
19
Dave Inc
DAVE
$4.7B
$4.7B $368.42 4.25%
FSLY icon
20
Fastly Inc
FSLY
$4.67B
$4.67B $29.30 15.9%
YOU icon
21
Clear Secure
YOU
$4.47B
$4.47B $43.43 0.81%
CCC icon
22
CCC Intelligent Solutions
CCC
$4.13B
$4.13B $7.02 6.85%
WK icon
23
Workiva
WK
$3.99B
$3.99B $73.25 0.6%
BILL icon
24
BILL Holdings
BILL
$3.82B
$3.82B $44.83 0.33%
MNDY icon
25
monday.com
MNDY
$3.76B
$3.76B $88.96 0.06%
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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 51 mid cap Software - Application stocks — companies in the Software - Application industry with a market cap between $2B and $10B — worth a combined $223B.

The largest by market cap are Full Truck Alliance (YMM) at $8.88B, InterDigital (IDCC) at $8.55B and Procore (PCOR) at $8.54B.

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: $223B across 51 stocks.
  • Mid Cap: market cap between $2B and $10B.
  • Largest constituent: Full Truck Alliance (YMM), $8.88B 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.