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Mid Cap
Software - Infrastructure
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
PATH icon
1
UiPath
PATH
$8.63B
$8.63B $16.66 0.54%
DBX icon
2
Dropbox
DBX
$7.56B
$7.56B $34.78 0.29%
GTLB icon
3
GitLab
GTLB
$7.04B
$7.04B $41.66 0.88%
ZETA icon
4
Zeta Global
ZETA
$7B
$7B $27.88 2.07%
S icon
5
SentinelOne
S
$6.96B
$6.96B $20.31 2.45%
WEX icon
6
WEX
WEX
$6.81B
$6.81B $199.71 1.74%
DOX icon
7
Amdocs
DOX
$6.51B
$6.51B $62.31 0.34%
MBGL
8
Mobility Global Inc
MBGL
$6.48B
$6.48B $20.26 2.84%
QLYS icon
9
Qualys
QLYS
$6.09B
$6.09B $175.94 1.41%
CORZ icon
10
Core Scientific
CORZ
$5.79B
$5.79B $18.03 4.4%
RELY icon
11
Remitly
RELY
$5.55B
$5.55B $26.22 1.39%
NTSK
12
Netskope Inc
NTSK
$5.45B
$5.45B $13.50 3.85%
ACIW icon
13
ACI Worldwide
ACIW
$5.29B
$5.29B $52.40 0.02%
PAY icon
14
Paymentus
PAY
$4.95B
$4.95B $39.34 1.5%
BLSH
15
Bullish
BLSH
$4.86B
$4.86B $32.02 4.61%
VRNS icon
16
Varonis Systems
VRNS
$4.69B
$4.69B $40.82 0.56%
BOX icon
17
Box
BOX
$4.57B
$4.57B $33 1.4%
DLO icon
18
dLocal
DLO
$4.57B
$4.57B $15.53 2.71%
BB icon
19
BlackBerry
BB
$4.57B
$4.57B $7.79 1.83%
FOUR icon
20
Shift4
FOUR
$3.79B
$3.79B $48 0%
TENB icon
21
Tenable Holdings
TENB
$3.61B
$3.61B $32.79 3.39%
WIX icon
22
WIX.com
WIX
$3.6B
$3.6B $86.06 1.94%
XNDU
23
Xanadu Quantum Technologies Class B
XNDU
$3.23B
$3.23B $10.62 1.63%
INFQ
24
Infleqtion Inc
INFQ
$3.12B
$3.12B $13.83 5.98%
APPN icon
25
Appian
APPN
$2.84B
$2.84B $39.58 1.05%
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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 38 mid cap Software - Infrastructure stocks — companies in the Software - Infrastructure industry with a market cap between $2B and $10B — worth a combined $166B.

The largest by market cap are UiPath (PATH) at $8.63B, Dropbox (DBX) at $7.56B and GitLab (GTLB) at $7.04B.

Among institutional investors, Infleqtion Inc (INFQ) drew the most net new fund positions in Q2 2026: 185 funds opened new positions, taking total fund holders up 166 (177%) quarter-over-quarter.

  • Combined market cap: $166B across 38 stocks.
  • Mid Cap: market cap between $2B and $10B.
  • Largest constituent: UiPath (PATH), $8.63B market cap.
  • Most net new fund positions in Q2 2026: Infleqtion Inc (INFQ), +166 holders.

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