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Mid Cap
Software - Infrastructure
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
GTLB icon
1
GitLab
GTLB
$8.79B
$8.79B $52.76 5.68%
ZETA icon
2
Zeta Global
ZETA
$7.98B
$7.98B $31.81 5.19%
NTSK icon
3
Netskope Inc
NTSK
$7.76B
$7.76B $19 7.09%
DBX icon
4
Dropbox
DBX
$7.73B
$7.73B $35.57 2.65%
S icon
5
SentinelOne
S
$7.51B
$7.51B $21.58 7.66%
PATH icon
6
UiPath
PATH
$6.7B
$6.7B $12.85 6.27%
DOX icon
7
Amdocs
DOX
$6.27B
$6.27B $60.06 1.02%
QLYS icon
8
Qualys
QLYS
$6.26B
$6.26B $181.05 6.02%
WEX icon
9
WEX
WEX
$6.2B
$6.2B $182.01 0.57%
MBGL
10
Mobility Global Inc
MBGL
$5.98B
$5.98B $18.69 0.16%
VRNS icon
11
Varonis Systems
VRNS
$5.6B
$5.6B $48.72 2.92%
BOX icon
12
Box
BOX
$5.43B
$5.43B $39.56 0.2%
ACIW icon
13
ACI Worldwide
ACIW
$5.33B
$5.33B $52.80 0.48%
RELY icon
14
Remitly
RELY
$5.11B
$5.11B $24.16 1.99%
BB icon
15
BlackBerry
BB
$4.73B
$4.73B $8.06 7.36%
BLSH icon
16
Bullish
BLSH
$4.47B
$4.47B $29.49 7.47%
CORZ icon
17
Core Scientific
CORZ
$4.33B
$4.33B $13.48 6.78%
DLO icon
18
dLocal
DLO
$4.32B
$4.32B $14.67 2.85%
TENB icon
19
Tenable Holdings
TENB
$4.1B
$4.1B $37.20 5.39%
PAY icon
20
Paymentus
PAY
$3.97B
$3.97B $31.54 1.84%
WIX icon
21
WIX.com
WIX
$3.14B
$3.14B $75.01 7.55%
FOUR icon
22
Shift4
FOUR
$3.11B
$3.11B $39.43 0.23%
PAGS icon
23
PagSeguro Digital
PAGS
$3.03B
$3.03B $11 1.08%
AVPT icon
24
AvePoint
AVPT
$3.03B
$3.03B $14.33 3.63%
APPN icon
25
Appian
APPN
$2.95B
$2.95B $41.17 6.05%
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Mid 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 36 mid cap Software - Infrastructure stocks — companies in the Software - Infrastructure industry with a market cap between $2B and $10B — worth a combined $161B.

The largest by market cap are GitLab (GTLB) at $8.79B, Zeta Global (ZETA) at $7.98B and Netskope Inc (NTSK) at $7.76B.

Among institutional investors, BlackBerry (BB) drew the most net new fund positions in Q2 2026: 102 funds opened new positions, taking total fund holders up 67 (30%) quarter-over-quarter.

  • Combined market cap: $161B across 36 stocks.
  • Mid Cap: market cap between $2B and $10B.
  • Largest constituent: GitLab (GTLB), $8.79B market cap.
  • Most net new fund positions in Q2 2026: BlackBerry (BB), +67 holders.

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