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Software - Application
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
EGHT icon
126
8x8 Inc
EGHT
$300M
$300M $2.08 0.48%
ASUR icon
127
Asure Software
ASUR
$299M
$299M $9.90 5.21%
ENRD
128
Einride AB American Depositary Shares
ENRD
$297M
$297M $2.08 3.7%
RBBN icon
129
Ribbon Communications
RBBN
$290M
$290M $1.62 4.52%
BLND icon
130
Blend Labs
BLND
$284M
$284M $1.20 7.14%
CMRC icon
131
Commerce.com Inc Series 1
CMRC
$282M
$282M $3.40 3.34%
DSP icon
132
Viant Technology
DSP
$269M
$269M $12.72 0.86%
AZ icon
133
A2Z Smart Technologies
AZ
$269M
$269M $6.12 0.16%
SMRT icon
134
SmartRent
SMRT
$264M
$264M $1.38 2.22%
XPER icon
135
Xperi
XPER
$264M
$264M $5.42 1.69%
GLOO icon
136
Gloo Holdings Inc
GLOO
$263M
$263M $2.87 2.05%
ALIT icon
137
Alight
ALIT
$261M
$261M $9.88 10.6%
IMMR icon
138
Immersion
IMMR
$235M
$235M $7.09 1.53%
KLTR icon
139
Kaltura
KLTR
$229M
$229M $1.50 3.45%
CURR icon
140
Currenc Group
CURR
$217M
$217M $1.93 8.96%
EXFY icon
141
Expensify
EXFY
$209M
$209M $2.29 2.55%
DHX icon
142
DHI Group
DHX
$208M
$208M $4.78 5.75%
SVCO icon
143
Silvaco Group
SVCO
$199M
$199M $5.87 4.4%
DMRC icon
144
Digimarc Corp
DMRC
$197M
$197M $8.75 0.91%
DUOT icon
145
Duos Technologies
DUOT
$188M
$188M $5.98 3.55%
AEYE icon
146
AudioEye
AEYE
$169M
$169M $13.35 2.46%
TONX icon
147
TON Strategy Co
TONX
$160M
$160M $2.91 4.9%
EGAN icon
148
eGain
EGAN
$154M
$154M $5.89 0.17%
HUCK icon
149
Huckleberry.ai, Inc. Class B Common Stock
HUCK
$142M
$142M $3.02 4.13%
TRAK icon
150
ReposiTrak
TRAK
$128M
$128M $7.02 0.28%
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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 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.