Large Cap
Software - Infrastructure
Stocks Ranked by
Market Capitalization
| Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|
1
Fortinet
FTNT
$124B
| $124B | $169.13 | 7.03% |
|
2
Cloudflare
NET
$106B
| $106B | $296.30 | 6.33% |
|
3
Synopsys
SNPS
$87.1B
| $87.1B | $454.63 | 2.88% |
|
4
Block Inc
XYZ
$46.8B
| $46.8B | $77.89 | 2.43% |
|
5
NetApp
NTAP
$40B
| $40B | $203.80 | 5.08% |
|
6
Twilio
TWLO
$37.5B
| $37.5B | $244.37 | 10.6% |
|
7
CoreWeave
CRWV
$33.9B
| $33.9B | $61.39 | 11.9% |
|
8
Zscaler
ZS
$33.8B
| $33.8B | $207.38 | 5.92% |
|
9
Okta
OKTA
$32.7B
| $32.7B | $187.26 | 10.2% |
|
10
VeriSign
VRSN
$27.3B
| $27.3B | $302.33 | 0.58% |
|
11
MongoDB
MDB
$27.2B
| $27.2B | $337.57 | 7.89% |
|
12
Corpay
CPAY
$26.3B
| $26.3B | $399.84 | 1.57% |
|
13
F5
FFIV
$25B
| $25B | $442.03 | 3.19% |
|
14
Rubrik
RBRK
$23.3B
| $23.3B | $112.41 | 5.24% |
|
15
Samsara
IOT
$23.2B
| $23.2B | $39.57 | 7.09% |
|
16
Toast
TOST
$18.3B
| $18.3B | $31.62 | 1.86% |
|
17
Nutanix
NTNX
$18.1B
| $18.1B | $66.94 | 4.34% |
|
18
Kaspi.kz JSC
KSPI
$17.7B
| $17.7B | $93.18 | 1.75% |
|
19
Gen Digital
GEN
$14.5B
| $14.5B | $24.16 | 2.66% |
|
20
Check Point Software Technologies
CHKP
$14.1B
| $14.1B | $137.87 | 0.17% |
|
21
GoDaddy
GDDY
$13.4B
| $13.4B | $105.96 | 1.24% |
|
22
Akamai
AKAM
$12.6B
| $12.6B | $87.81 | 4.89% |
|
23
DigitalOcean
DOCN
$11.6B
| $11.6B | $98.69 | 9.85% |
|
24
SailPoint Inc
SAIL
$10.7B
| $10.7B | $18.75 | 5.06% |
|
25
PayPay
PAYP
$10.6B
| $10.6B | $15.68 | 6.96% |
|
Large Cap Software - Infrastructure Stocks at a Glance
Infrastructure software companies provide the platforms applications run on — operating systems, cloud services, security, and networking software. Deep integration into customer operations makes the revenue base among the stickiest in technology, with cloud consumption driving growth.
There are 25 large cap Software - Infrastructure stocks — companies in the Software - Infrastructure industry with a market cap between $10B and $200B — worth a combined $835B.
The largest by market cap are Fortinet (FTNT) at $124B, Cloudflare (NET) at $106B and Synopsys (SNPS) at $87.1B.
Among institutional investors, Fortinet (FTNT) drew the most net new fund positions in Q2 2026: 366 funds opened new positions, taking total fund holders up 255 (19%) quarter-over-quarter.
- Combined market cap: $835B across 25 stocks.
- Large Cap: market cap between $10B and $200B.
- Largest constituent: Fortinet (FTNT), $124B market cap.
- Most net new fund positions in Q2 2026: Fortinet (FTNT), +255 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.