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Small Cap
Software - Application
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
AMPL icon
1
Amplitude
AMPL
$1.96B
$1.96B $15.67 2.49%
KARO icon
2
Karooooo
KARO
$1.89B
$1.89B $61.08 0.34%
BL icon
3
BlackLine
BL
$1.73B
$1.73B $29.77 1.78%
WLTH icon
4
Wealthfront Corp
WLTH
$1.69B
$1.69B $10.82 0.64%
QNT icon
5
Quantinuum Inc
QNT
$1.62B
$1.62B $41.30 0.53%
EVCM icon
6
EverCommerce
EVCM
$1.61B
$1.61B $9.14 0.88%
WRD icon
7
WeRide Inc
WRD
$1.58B
$1.58B $4.81 6.65%
ALKT icon
8
Alkami Technology
ALKT
$1.53B
$1.53B $14.29 0.28%
LSPD icon
9
Lightspeed Commerce
LSPD
$1.38B
$1.38B $10.64 2.21%
CXM icon
10
Sprinklr
CXM
$1.28B
$1.28B $5.52 1.85%
RDVT icon
11
Red Violet
RDVT
$1.28B
$1.28B $79.78 0.1%
PD icon
12
PagerDuty
PD
$1.27B
$1.27B $16.16 2.28%
APPS icon
13
Digital Turbine
APPS
$1.27B
$1.27B $10.43 3.25%
DFIN icon
14
Donnelley Financial Solutions
DFIN
$1.19B
$1.19B $48.46 3.47%
GTM icon
15
ZoomInfo Technologies
GTM
$1.13B
$1.13B $3.88 1.31%
RSKD icon
16
Riskified
RSKD
$1.13B
$1.13B $8.53 6.09%
UPBD icon
17
Upbound Group
UPBD
$898M
$898M $15.40 1.85%
DJCO icon
18
Daily Journal
DJCO
$885M
$885M $642.18 0.11%
IBTA icon
19
Ibotta
IBTA
$868M
$868M $43.07 0.49%
PUBM icon
20
PubMatic
PUBM
$849M
$849M $18.64 0.21%
YALA icon
21
Yalla Group
YALA
$837M
$837M $5.51 2.42%
MITK icon
22
Mitek Systems
MITK
$799M
$799M $17.70 3.69%
SMWB icon
23
Similarweb
SMWB
$799M
$799M $9.05 7.35%
MNTN icon
24
MNTN Inc
MNTN
$762M
$762M $10.19 2.21%
SPT icon
25
Sprout Social
SPT
$667M
$667M $11 0.72%
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Small 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 49 small cap Software - Application stocks — companies in the Software - Application industry with a market cap between $250M and $2B — worth a combined $40.6B.

The largest by market cap are Amplitude (AMPL) at $1.96B, Karooooo (KARO) at $1.89B and BlackLine (BL) at $1.73B.

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

  • Combined market cap: $40.6B across 49 stocks.
  • Small Cap: market cap between $250M and $2B.
  • Largest constituent: Amplitude (AMPL), $1.96B 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.