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Software - Application
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
DOCU
26
DocuSign
DOCU
$13.2B
$13.2B $70.64 0.34%
FIG
27
Figma
FIG
$12.4B
$12.4B $23.29 1%
MANH icon
28
Manhattan Associates
MANH
$12.3B
$12.3B $210.82 0.57%
GWRE icon
29
Guidewire Software
GWRE
$11.9B
$11.9B $144.98 1.19%
CHYM
30
Chime Financial
CHYM
$11.6B
$11.6B $30.72 1.7%
FROG icon
31
JFrog
FROG
$11.6B
$11.6B $93.98 1.47%
GRAB icon
32
Grab
GRAB
$11.5B
$11.5B $2.81 2.09%
HUBS icon
33
HubSpot
HUBS
$11.4B
$11.4B $229.58 2.91%
PAYC icon
34
Paycom
PAYC
$10.2B
$10.2B $226.06 0.67%
BSY icon
35
Bentley Systems
BSY
$9.49B
$9.49B $31.41 1%
ESTC icon
36
Elastic
ESTC
$9.34B
$9.34B $88.97 4.63%
YMM icon
37
Full Truck Alliance
YMM
$8.4B
$8.4B $8.10 0.37%
IDCC icon
38
InterDigital
IDCC
$8.31B
$8.31B $321.94 2.06%
PCOR icon
39
Procore
PCOR
$7.86B
$7.86B $51.75 0.42%
APPF icon
40
AppFolio
APPF
$7.78B
$7.78B $219.74 0.65%
PCTY icon
41
Paylocity
PCTY
$7.76B
$7.76B $146.23 0.74%
DUOL icon
42
Duolingo
DUOL
$6.88B
$6.88B $147.10 0.72%
DSGX icon
43
Descartes Systems
DSGX
$6.81B
$6.81B $79.63 0.75%
RNG icon
44
RingCentral
RNG
$6.24B
$6.24B $74.78 1.69%
NICE icon
45
Nice
NICE
$6.17B
$6.17B $105.26 0.16%
CVLT icon
46
Commault Systems
CVLT
$6.17B
$6.17B $148.79 2.47%
PEGA icon
47
Pegasystems
PEGA
$5.93B
$5.93B $36.07 2.09%
LYFT icon
48
Lyft
LYFT
$5.87B
$5.87B $15.50 1.21%
NAVN
49
Navan Inc
NAVN
$5.76B
$5.76B $22.13 1.78%
OTEX icon
50
Open Text
OTEX
$5.69B
$5.69B $23.52 0.51%
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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 219 Software - Application industry stocks tracked by Wall St. Rank, worth a combined $2.29T.

The largest by market cap are SAP (SAP) at $247B, Salesforce (CRM) at $200B and Shopify (SHOP) at $165B.

Among institutional investors, Datadog (DDOG) drew the most net new fund positions in Q2 2026: 319 funds opened new positions, taking total fund holders up 224 (21%) quarter-over-quarter.

  • Combined market cap: $2.29T across 219 stocks.
  • Largest constituent: SAP (SAP), $247B market cap.
  • Most net new fund positions in Q2 2026: Datadog (DDOG), +224 holders.

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