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Small Cap
Software - Application
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
IMMR icon
51
Immersion
IMMR
$254M
$254M $7.66 1.59%

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 51 small cap Software - Application stocks — companies in the Software - Application industry with a market cap between $250M and $2B — worth a combined $41.6B.

The largest by market cap are Quantinuum Inc (QNT) at $1.99B, Karooooo (KARO) at $1.98B and PDF Solutions (PDFS) at $1.87B.

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

  • Combined market cap: $41.6B across 51 stocks.
  • Small Cap: market cap between $250M and $2B.
  • Largest constituent: Quantinuum Inc (QNT), $1.99B 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.