Application Software Stocks

Enterprise and consumer software providers deliver specialized functional workflows and cloud-native services through recurring subscription models or usage-based billing. These firms face high research and development costs as they transition from point solutions to integrated platforms, competing on user retention metrics and the ability to capture vertical-specific data moats.

As of Oct 23, 2026, Application Software has 272 US-listed companies worth $11.6T combined. The median member moved +4.0% over the past week; ZS led among the 25 largest at +23.0% and GOOGL trailed at -6.0%.

Companies in Application Software

Showing the 200 largest of 272 members by market cap.

Related groups

All equity groups