We are live on ! Find out more

Software - Application
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
DOCU icon
26
DocuSign
DOCU
$15.3B
$15.3B $81.65 0.63%
MANH icon
27
Manhattan Associates
MANH
$14.7B
$14.7B $253.22 1.94%
GWRE icon
28
Guidewire Software
GWRE
$13.4B
$13.4B $162.43 0.1%
BSY icon
29
Bentley Systems
BSY
$12.8B
$12.8B $42.40 3.67%
PAYC icon
30
Paycom
PAYC
$12B
$12B $266.04 0.7%
FIG icon
31
Figma
FIG
$11.8B
$11.8B $22.20 2.54%
GRAB icon
32
Grab
GRAB
$11.7B
$11.7B $2.86 5.54%
HUBS icon
33
HubSpot
HUBS
$11.6B
$11.6B $233.49 0.59%
CHYM icon
34
Chime Financial
CHYM
$10.8B
$10.8B $28.53 2.08%
FROG icon
35
JFrog
FROG
$10.5B
$10.5B $85.11 9.83%
ESTC icon
36
Elastic
ESTC
$9.6B
$9.6B $91.34 6.11%
PCOR icon
37
Procore
PCOR
$9.5B
$9.5B $62.57 1.94%
PCTY icon
38
Paylocity
PCTY
$9.08B
$9.08B $174.09 1.86%
YMM icon
39
Full Truck Alliance
YMM
$9.05B
$9.05B $8.72 4.18%
IDCC icon
40
InterDigital
IDCC
$8.14B
$8.14B $315.95 1.41%
TTAN icon
41
ServiceTitan Inc
TTAN
$8B
$8B $82.91 1.6%
APPF icon
42
AppFolio
APPF
$7.97B
$7.97B $224.86 5.44%
DSGX icon
43
Descartes Systems
DSGX
$7.82B
$7.82B $91.40 0.86%
NAVN icon
44
Navan Inc
NAVN
$6.61B
$6.61B $25.38 2.76%
RNG icon
45
RingCentral
RNG
$6.49B
$6.49B $77.74 4.52%
CVLT icon
46
Commault Systems
CVLT
$6.46B
$6.46B $157.84 4.41%
NICE icon
47
Nice
NICE
$6.45B
$6.45B $112.39 1.2%
OTEX icon
48
Open Text
OTEX
$6.42B
$6.42B $26.52 0.26%
DUOL icon
49
Duolingo
DUOL
$6.33B
$6.33B $135.27 2.8%
LYFT icon
50
Lyft
LYFT
$6.29B
$6.29B $16.62 2.85%
1
2
3 4 5

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 220 Software - Application industry stocks tracked by Wall St. Rank, worth a combined $2.35T.

The largest by market cap are SAP (SAP) at $270B, Shopify (SHOP) at $201B and Salesforce (CRM) at $186B.

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: $2.35T across 220 stocks.
  • Largest constituent: SAP (SAP), $270B 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.