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Software - Infrastructure
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
DOCN icon
26
DigitalOcean
DOCN
$15.2B
$15.2B $129.62 1.09%
CHKP icon
27
Check Point Software Technologies
CHKP
$13.4B
$13.4B $130.97 0.35%
PAYP
28
PayPay
PAYP
$12.6B
$12.6B $18.54 1.64%
GDDY icon
29
GoDaddy
GDDY
$12.3B
$12.3B $96.89 0.54%
SAIL
30
SailPoint Inc
SAIL
$9.57B
$9.57B $16.87 4.37%
GTLB icon
31
GitLab
GTLB
$7.77B
$7.77B $46.66 1.35%
DBX icon
32
Dropbox
DBX
$7.7B
$7.7B $35.41 1.03%
ZETA icon
33
Zeta Global
ZETA
$7.65B
$7.65B $30.49 0.23%
PATH icon
34
UiPath
PATH
$7.22B
$7.22B $13.85 0.14%
S icon
35
SentinelOne
S
$6.92B
$6.92B $19.89 0.4%
WEX icon
36
WEX
WEX
$6.56B
$6.56B $192.35 1.22%
MBGL
37
Mobility Global Inc
MBGL
$6.42B
$6.42B $20.05 0.69%
DOX icon
38
Amdocs
DOX
$6.37B
$6.37B $61.01 1.24%
NTSK
39
Netskope Inc
NTSK
$5.84B
$5.84B $14.29 5.36%
CORZ icon
40
Core Scientific
CORZ
$5.77B
$5.77B $17.96 3.4%
BLSH
41
Bullish
BLSH
$5.38B
$5.38B $35.45 4.63%
QLYS icon
42
Qualys
QLYS
$5.28B
$5.28B $152.57 5.57%
ACIW icon
43
ACI Worldwide
ACIW
$5.25B
$5.25B $52 0.06%
VRNS icon
44
Varonis Systems
VRNS
$5.12B
$5.12B $44.58 2.02%
RELY icon
45
Remitly
RELY
$4.68B
$4.68B $22.11 0.82%
BOX icon
46
Box
BOX
$4.66B
$4.66B $33.95 0.5%
PAY icon
47
Paymentus
PAY
$4.52B
$4.52B $35.90 1.05%
BB icon
48
BlackBerry
BB
$4.5B
$4.5B $7.68 1.86%
DLO icon
49
dLocal
DLO
$4.42B
$4.42B $15.02 0.67%
FOUR icon
50
Shift4
FOUR
$3.58B
$3.58B $45.30 5.28%
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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 179 Software - Infrastructure industry stocks tracked by Wall St. Rank, worth a combined $6.01T.

The largest by market cap are Microsoft (MSFT) at $3.66T, Oracle (ORCL) at $440B and Palantir (PLTR) at $398B.

Among institutional investors, Palo Alto Networks (PANW) drew the most net new fund positions in Q2 2026: 600 funds opened new positions, taking total fund holders up 433 (17%) quarter-over-quarter.

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