Application Software stocks
223 US-listed companies in application software, with $389.8bn of combined revenue in their latest fiscal years. Oracle Corporation is the largest ($67.4bn). The fastest grower with at least $100m of revenue in both years is Acacia Research Corp, up 133.2%. The median company grew 12.1% with a net margin of 6.1%.
Companies223
Combined revenue$389.8bn
Median revenue growth12.1%
Median net margin6.1%
Median return on equity6.3%
| # | Company | Revenue | Growth | Net margin | ROE | Fiscal year |
|---|---|---|---|---|---|---|
| 1 | Oracle CorporationORCL | $67.4bn | 17.3% | 25.4% | 54.3% | 2026 |
| 2 | SAP SESAP | $41.6bn | 12.5% | 19.5% | 16.3% | 2025 |
| 3 | SalesforceCRM | $41.5bn | 9.6% | 18.0% | 12.4% | 2026 |
| 4 | Adobe Inc.ADBE | $23.8bn | 10.5% | 30.0% | 55.4% | 2025 |
| 5 | IntuitINTU | $21.4bn | 13.9% | 21.3% | 23.6% | 2026 |
| 6 | Workday, Inc.WDAY | $9.6bn | 13.1% | 7.3% | 8.2% | 2026 |
| 7 | Autodesk, Inc.ADSK | $7.2bn | 17.5% | 15.6% | 39.7% | 2026 |
| 8 | Synopsys IncSNPS | $7.1bn | 15.1% | 18.9% | 7.1% | 2025 |
| 9 | Atlassian CorpTEAM | $6.6bn | 26.0% | −0.8% | −4.5% | 2026 |
| 10 | SS&C Technologies Holdings IncSSNC | $6.3bn | 6.6% | 12.7% | 11.9% | 2025 |
| 11 | Toast, Inc.TOST | $6.2bn | 24.1% | 5.6% | 18.6% | 2025 |
| 12 | Applovin CorpAPP | $5.5bn | 70.0% | 60.8% | — | 2025 |
| 13 | Cadence Design Systems IncCDNS | $5.3bn | 14.1% | 20.9% | 21.9% | 2025 |
| 14 | Zoom Communications, Inc.ZM | $4.9bn | 4.4% | 39.0% | 20.3% | 2026 |
| 15 | Snowflake Inc.SNOW | $4.7bn | 29.2% | −28.4% | −54.1% | 2026 |
| 16 | Palantir Technologies Inc.PLTR | $4.5bn | 56.2% | 36.3% | 26.2% | 2025 |
| 17 | Trimble Inc.TRMB | $3.6bn | −2.6% | 11.8% | 7.3% | 2025 |
| 18 | Datadog, Inc.DDOG | $3.4bn | 27.7% | 3.1% | 3.3% | 2025 |
| 19 | Grab Holdings LtdGRAB | $3.4bn | 20.5% | 8.0% | 4.1% | 2025 |
| 20 | Docusign, Inc.DOCU | $3.2bn | 8.2% | 9.6% | 15.8% | 2026 |
| 21 | Hubspot IncHUBS | $3.1bn | 19.2% | 1.5% | 2.3% | 2025 |
| 22 | Nice Ltd.NICE | $2.9bn | 7.7% | 20.8% | 16.4% | 2025 |
| 23 | Trade Desk, Inc.TTD | $2.9bn | 18.5% | 15.3% | 16.3% | 2025 |
| 24 | Sabre CorpSABR | $2.8bn | 1.0% | 18.9% | — | 2025 |
| 25 | PTC Inc.PTC | $2.7bn | 19.2% | 26.8% | 20.9% | 2025 |
| 26 | NCR Voyix CorpVYX | $2.7bn | −4.6% | 2.3% | 6.6% | 2025 |
| 27 | Dropbox, Inc.DBX | $2.5bn | −1.1% | 20.2% | — | 2025 |
| 28 | Ringcentral, Inc.RNG | $2.5bn | 4.8% | 1.7% | — | 2025 |
| 29 | Mongodb, Inc.MDB | $2.5bn | 22.8% | −2.9% | −2.5% | 2026 |
| 30 | Tyler Technologies IncTYL | $2.3bn | 9.1% | 13.5% | 8.9% | 2025 |
| 31 | Paycom Software, Inc.PAYC | $2.1bn | 8.9% | 22.1% | 27.4% | 2025 |
| 32 | Dynatrace, Inc.DT | $2.0bn | 18.8% | 8.1% | 6.2% | 2026 |
| 33 | Wix.com Ltd.WIX | $2.0bn | 13.2% | 2.5% | — | 2025 |
| 34 | Fair IsaacFICO | $2.0bn | 15.9% | 32.7% | — | 2025 |
| 35 | Unity Software Inc.U | $1.8bn | 2.0% | −21.8% | −12.5% | 2025 |
| 36 | Paylocity Holding CorpPCTY | $1.8bn | 11.0% | 15.2% | 22.0% | 2026 |
| 37 | ACI Worldwide, Inc.ACIW | $1.8bn | 10.4% | 12.9% | 15.4% | 2025 |
| 38 | Pegasystems IncPEGA | $1.7bn | 16.6% | 22.5% | 57.3% | 2025 |
| 39 | Elastic N.V.ESTC | $1.7bn | 17.3% | 21.1% | 33.4% | 2026 |
| 40 | Full Truck Alliance Co. Ltd.YMM | $1.7bn | 11.3% | 35.7% | 11.3% | 2025 |
| 41 | BILL Holdings, Inc.BILL | $1.7bn | 13.0% | −0.7% | −0.3% | 2026 |
| 42 | Samsara Inc.IOT | $1.6bn | 29.6% | −0.6% | −0.7% | 2026 |
| 43 | Uipath, Inc.PATH | $1.6bn | 12.7% | 17.5% | 14.4% | 2026 |
| 44 | Bentley Systems IncBSY | $1.5bn | 11.0% | 18.5% | 24.9% | 2025 |
| 45 | Guidewire Software, Inc.GWRE | $1.5bn | 22.7% | 9.4% | 10.5% | 2026 |
| 46 | Sportradar Group AGSRAD | $1.5bn | 21.8% | 7.8% | 10.8% | 2025 |
| 47 | Dolby Laboratories, Inc.DLB | $1.3bn | 5.9% | 18.9% | 10.0% | 2025 |
| 48 | Kingsoft Cloud Holdings LtdKC | $1.3bn | 22.9% | −9.8% | −12.8% | 2025 |
| 49 | Procore Technologies, Inc.PCOR | $1.3bn | 14.8% | −7.6% | −7.9% | 2025 |
| 50 | Zeta Global Holdings Corp.ZETA | $1.3bn | 29.7% | −2.4% | −4.3% | 2025 |
| 51 | Zoominfo Technologies Inc.GTM | $1.2bn | 2.9% | 9.9% | 7.8% | 2025 |
| 52 | Klaviyo, Inc.KVYO | $1.2bn | 31.6% | −2.6% | −2.8% | 2025 |
| 53 | Monday.com Ltd.MNDY | $1.2bn | 26.7% | 9.6% | 10.4% | 2025 |
| 54 | BOX IncBOX | $1.2bn | 8.0% | 9.8% | — | 2026 |
| 55 | Five9, Inc.FIVN | $1.1bn | 10.3% | 3.4% | 5.6% | 2025 |
| 56 | Blackbaud IncBLKB | $1.1bn | −2.3% | 10.2% | 108.5% | 2025 |
| 57 | Manhattan Associates IncMANH | $1.1bn | 3.7% | 20.3% | 71.7% | 2025 |
| 58 | CCC Intelligent Solutions Holdings Inc.CCC | $1.1bn | 11.9% | 0.2% | 0.1% | 2025 |
| 59 | Figma, Inc.FIG | $1.1bn | 41.0% | −118.4% | −88.2% | 2025 |
| 60 | Duolingo, Inc.DUOL | $1.0bn | 38.7% | 39.9% | 38.1% | 2025 |
| 61 | Alarm.com Holdings, Inc.ALRM | $1.0bn | 7.6% | 13.1% | 16.8% | 2025 |
| 62 | Progress Software CorpPRGS | $978m | 29.8% | 7.5% | 15.9% | 2025 |
| 63 | Servicetitan, Inc.TTAN | $961m | 24.5% | −16.6% | −10.7% | 2026 |
| 64 | Appfolio IncAPPF | $951m | 19.7% | 14.8% | 26.5% | 2025 |
| 65 | Clear Secure, Inc.YOU | $901m | 16.9% | 12.1% | 58.1% | 2025 |
| 66 | Workiva IncWK | $885m | 19.7% | −3.0% | — | 2025 |
| 67 | Rapid7, Inc.RPD | $860m | 1.9% | 2.7% | 27.1% | 2025 |
| 68 | Sprinklr, Inc.CXM | $857m | 7.6% | 2.7% | 3.8% | 2026 |
| 69 | Freshworks Inc.FRSH | $839m | 16.4% | 21.9% | 16.9% | 2025 |
| 70 | Interdigital, Inc.IDCC | $834m | −4.0% | 48.8% | 41.5% | 2025 |
| 71 | Liveramp Holdings, Inc.RAMP | $813m | 9.0% | 18.0% | 15.2% | 2026 |
| 72 | Q2 Holdings, Inc.QTWO | $795m | 14.1% | 6.5% | 8.8% | 2025 |
| 73 | Asana, Inc.ASAN | $791m | 9.2% | −23.9% | −99.1% | 2026 |
| 74 | Coursera, Inc.COUR | $758m | 9.0% | −6.7% | −8.3% | 2025 |
| 75 | Bandwidth Inc.BAND | $754m | 0.7% | −1.7% | −3.6% | 2025 |
| 76 | SPS Commerce IncSPSC | $752m | 17.8% | 12.4% | 10.2% | 2025 |
| 77 | Vertex, Inc.VERX | $748m | 12.2% | 1.0% | 3.3% | 2025 |
| 78 | Braze, Inc.BRZE | $738m | 24.4% | −17.8% | −23.9% | 2026 |
| 79 | 8x8 IncEGHT | $736m | 2.9% | 0.2% | 1.2% | 2026 |
| 80 | Descartes Systems Group IncDSGX | $729m | 12.0% | 22.5% | 10.9% | 2026 |
| 81 | Appian CorpAPPN | $727m | 17.8% | 0.2% | — | 2025 |
| 82 | Navan, Inc.NAVN | $702m | 30.8% | −56.7% | — | 2026 |
| 83 | Blackline, Inc.BL | $700m | 7.2% | 3.5% | 6.3% | 2025 |
| 84 | Qualys, Inc.QLYS | $669m | 10.1% | 29.6% | 38.2% | 2025 |
| 85 | Varonis Systems IncVRNS | $624m | 13.2% | −20.7% | −24.5% | 2025 |
| 86 | Bitdeer Technologies GroupBTDR | $620m | 77.3% | 10.6% | 11.5% | 2025 |
| 87 | Yuanbao Inc.YB | $609m | 33.3% | 29.9% | 142.9% | 2025 |
| 88 | Ncino, Inc.NCNO | $595m | 10.0% | 0.9% | 0.5% | 2026 |
| 89 | Evercommerce Inc.EVCM | $589m | 4.8% | 3.0% | 2.4% | 2025 |
| 90 | Intapp, Inc.INTA | $578m | 14.6% | −7.1% | −9.9% | 2026 |
| 91 | Digital Turbine, Inc.APPS | $565m | 15.2% | −6.7% | −20.8% | 2026 |
| 92 | Jfrog LtdFROG | $532m | 24.1% | −13.5% | −8.6% | 2025 |
| 93 | Skillsoft Corp.SKIL | $513m | −3.5% | −27.3% | — | 2026 |
| 94 | N-able, Inc.NABL | $509m | 9.3% | −3.7% | −2.4% | 2025 |
| 95 | Pagerduty, Inc.PD | $493m | 5.4% | 35.2% | 90.4% | 2026 |
| 96 | Life360, Inc.LIF | $489m | 31.8% | 30.8% | 33.3% | 2025 |
| 97 | Strategy IncMSTR | $477m | 3.0% | −806.3% | −10.2% | 2025 |
| 98 | Cellebrite DI Ltd.CLBT | $476m | 18.6% | 16.5% | 19.1% | 2025 |
| 99 | Sprout Social, Inc.SPT | $458m | 12.7% | −9.5% | −23.4% | 2025 |
| 100 | PAR Technology CorpPAR | $456m | 30.2% | −18.5% | −10.0% | 2025 |
| 101 | Yext, Inc.YEXT | $447m | 6.1% | 8.5% | 24.2% | 2026 |
| 102 | Alkami Technology, Inc.ALKT | $444m | 32.9% | −10.7% | −13.3% | 2025 |
| 103 | Adeia Inc.ADEA | $443m | 17.9% | 25.1% | 25.3% | 2025 |
| 104 | Via Transportation, Inc.VIA | $434m | 28.6% | −22.2% | — | 2025 |
| 105 | Avepoint, Inc.AVPT | $419m | 26.9% | 8.3% | 9.3% | 2025 |
| 106 | Certara, Inc.CERT | $419m | 8.7% | −0.4% | −0.2% | 2025 |
| 107 | Cognyte Software Ltd.CGNT | $400m | 14.1% | −0.2% | −0.3% | 2026 |
| 108 | Quhuo LtdQH | $351m | −17.0% | −5.9% | −36.4% | 2025 |
| 109 | Consensus Cloud Solutions, Inc.CCSI | $350m | −0.2% | 24.2% | — | 2025 |
| 110 | Amplitude, Inc.AMPL | $343m | 14.7% | −25.8% | −32.7% | 2025 |
| 111 | Commerce.com, Inc.CMRC | $342m | 2.8% | −5.6% | −53.2% | 2025 |
| 112 | Tuya Inc.TUYA | $322m | 7.8% | 18.0% | 5.7% | 2025 |
| 113 | Agilysys IncAGYS | $319m | 15.9% | 12.1% | 13.1% | 2026 |
| 114 | Huckleberry.ai, Inc.HUCK | $319m | 0.6% | −18.6% | — | 2026 |
| 115 | Karooooo Ltd.KARO | $314m | 25.6% | 18.1% | 30.1% | 2026 |
| 116 | Materialise NVMTLS | $303m | 4.8% | 2.9% | 3.1% | 2025 |
| 117 | Acacia Research CorpACTG | $285m | 133.2% | 7.6% | 4.1% | 2025 |
| 118 | Ooma IncOOMA | $274m | 6.5% | 2.4% | 7.2% | 2026 |
| 119 | Cerence Inc.CRNC | $252m | −24.0% | −7.4% | −12.8% | 2025 |
| 120 | C3.ai, Inc.AI | $250m | −35.7% | −187.9% | −63.0% | 2026 |
| 121 | Onespan Inc.OSPN | $243m | 0.0% | 30.0% | 30.1% | 2025 |
| 122 | Docebo Inc.DCBO | $243m | 11.9% | 15.5% | 56.9% | 2025 |
| 123 | VtexVTEX | $241m | 6.1% | 8.3% | 8.2% | 2025 |
| 124 | Weave Communications, Inc.WEAV | $239m | 17.0% | −11.7% | −37.6% | 2025 |
| 125 | GCL Global Holdings LtdGCL | $239m | 68.2% | −10.5% | −68.8% | 2026 |
| 126 | PDF Solutions IncPDFS | $219m | 22.0% | −0.3% | −0.2% | 2025 |
| 127 | Exzeo Group, Inc.XZO | $217m | 62.0% | 38.1% | 61.4% | 2025 |
| 128 | Upland Software, Inc.UPLD | $217m | −21.1% | −17.9% | — | 2025 |
| 129 | I3 Verticals, Inc.IIIV | $213m | 11.5% | 8.4% | 4.6% | 2025 |
| 130 | Meridian Holdings Inc.MRDN | $183m | 21.0% | −50.3% | −121.3% | 2025 |
| 131 | Kaltura IncKLTR | $181m | 1.2% | −6.7% | −78.6% | 2025 |
| 132 | Mitek Systems IncMITK | $180m | 4.4% | 4.9% | 3.9% | 2025 |
| 133 | Soundhound AI, Inc.SOUN | $169m | 99.4% | −8.3% | −4.3% | 2025 |
| 134 | CS Disco, Inc.LAW | $157m | 8.3% | −28.3% | −32.2% | 2025 |
| 135 | Stem, Inc.STEM | $156m | 8.1% | 88.2% | — | 2025 |
| 136 | Smartbird, Inc.BIRD | $152m | −19.7% | −50.7% | −112.3% | 2025 |
| 137 | Smartrent, Inc.SMRT | $152m | −12.9% | −39.8% | −23.2% | 2025 |
| 138 | Backblaze, Inc.BLZE | $146m | 14.3% | −17.6% | −31.8% | 2025 |
| 139 | Lucas GC LtdLGCL | $145m | −1.9% | 0.9% | 3.4% | 2025 |
| 140 | Expensify, Inc.EXFY | $142m | 2.1% | −15.1% | −16.4% | 2025 |
| 141 | Agora, Inc.API | $141m | 5.9% | 6.8% | 1.7% | 2025 |
| 142 | Paradium.ai, Inc.PAAI | $135m | 7.1% | 92.6% | — | 2025 |
| 143 | Bigbear.ai Holdings, Inc.BBAI | $128m | −19.3% | −230.2% | −96.7% | 2025 |
| 144 | Blend Labs, Inc.BLND | $124m | 6.8% | −5.5% | — | 2025 |
| 145 | Firy Inc.FIRY | $104m | 12.5% | −67.4% | −49.4% | 2025 |
| 146 | Soundthinking, Inc.SSTI | $104m | 2.1% | −9.0% | −13.0% | 2025 |
| 147 | Weride Inc.WRD | $95m | 89.8% | −241.7% | −22.0% | 2025 |
| 148 | Gloo Holdings, Inc.GLOO | $95m | 307.7% | −166.0% | — | 2026 |
| 149 | Veritone, Inc.VERI | $92m | −0.5% | −121.2% | — | 2025 |
| 150 | Egain CorpEGAN | $91m | 3.1% | 9.7% | 10.8% | 2026 |
| 151 | Red Violet, Inc.RDVT | $90m | 20.0% | 14.6% | 14.0% | 2025 |
| 152 | Pony AI Inc.PONY | $90m | 20.0% | −148.9% | −10.3% | 2025 |
| 153 | Netsol Technologies IncNTWK | $78m | 6.9% | 3.8% | 7.4% | 2026 |
| 154 | Global Mofy AI LtdGMM | $56m | 35.3% | −34.5% | −35.8% | 2025 |
| 155 | Yxt.com Group Holding LtdYXT | $47m | 2.8% | −46.7% | −105.8% | 2025 |
| 156 | Rezolve AI PLCRZLV | $47m | 2224.2% | −216.7% | −98.7% | 2025 |
| 157 | Lianhe Sowell International Group LtdLHSW | $43m | 18.4% | −13.2% | −44.7% | 2026 |
| 158 | Datasea Intelligent Technology Ltd.DTSS | $41m | −43.2% | −5.4% | −42.8% | 2026 |
| 159 | Audioeye IncAEYE | $40m | 14.5% | −7.6% | −43.2% | 2025 |
| 160 | Helport AI LtdHPAI | $35m | 17.9% | 5.3% | 12.2% | 2025 |
| 161 | Zedge, Inc.ZDGE | $32m | 7.6% | −0.4% | −0.5% | 2026 |
| 162 | Infleqtion, Inc.INFQ | $31m | 10.7% | −103.6% | — | 2025 |
| 163 | Taoping Inc.TAOP | $31m | −16.0% | −32.7% | −56.8% | 2025 |
| 164 | Freightos LtdCRGO | $29m | 23.9% | −59.5% | −35.8% | 2025 |
| 165 | Duos Technologies Group, Inc.DUOT | $27m | 271.2% | −36.4% | −38.7% | 2025 |
| 166 | Airwa Inc.YYAI | $26m | 101.3% | −68.0% | −17.9% | 2026 |
| 167 | Intelligent Protection Management Corp.IPM | $24m | 2049.9% | −8.3% | −13.0% | 2025 |
| 168 | Repositrak, Inc.TRAK | $23m | 3.0% | 32.5% | 14.9% | 2026 |
| 169 | Intellicheck, Inc.IDN | $23m | 13.3% | 5.6% | 6.6% | 2025 |
| 170 | Yimutian Inc.YMT | $20m | −12.7% | −33.2% | — | 2025 |
| 171 | Mind CTI LTDMNDO | $19m | −9.3% | 13.4% | 11.0% | 2025 |
| 172 | Sagtec Global LtdSAGT | $18m | 59.1% | 9.1% | 11.5% | 2025 |
| 173 | Smith Micro Software, Inc.SMSI | $17m | −15.5% | −168.9% | −99.2% | 2025 |
| 174 | Aware IncAWRE | $17m | −0.6% | −34.0% | −20.6% | 2025 |
| 175 | Rank One Computing CorpROC | $17m | 23.9% | −15.8% | — | 2025 |
| 176 | Intellinetics, Inc.INLX | $17m | −8.0% | −11.3% | −17.0% | 2025 |
| 177 | Bridgeline Digital, Inc.BLIN | $15m | 0.2% | −16.4% | −25.7% | 2025 |
| 178 | Airship AI Holdings, Inc.AISP | $15m | −33.5% | 191.4% | — | 2025 |
| 179 | Mindforge Inc.MF | $15m | −49.9% | −222.9% | −167.2% | 2026 |
| 180 | Exascale Labs Holdings Inc.XLAB | $15m | 111.3% | −82.1% | — | 2026 |
| 181 | Xiao-i CorpAIXI | $12m | 17054.9% | −821.1% | — | 2025 |
| 182 | Banzai International, Inc.PARA | $12m | 168.6% | −184.9% | — | 2025 |
| 183 | Darkiris Inc.DKI | $10m | 27.3% | −85.7% | — | 2025 |
| 184 | Netclass Technology IncNTCL | $10m | −2.9% | −110.4% | — | 2025 |
| 185 | Ryde Group LtdRYDE | $10m | 42.9% | −139.5% | −96.6% | 2025 |
| 186 | Infobird Co., LtdIFBD | $9m | 505.5% | −615.9% | −130.1% | 2025 |
| 187 | A2z Cust2mate Solutions Corp.AZ | $8m | 47.0% | −477.6% | −82.1% | 2025 |
| 188 | Ruanyun Edai Technology Inc.RYET | $7m | 11.9% | −105.0% | — | 2026 |
| 189 | Biddance AI Systems, Inc.BDAI | $7m | 125.0% | 2.8% | 0.5% | 2025 |
| 190 | BIO KEY International IncBKYI | $6m | −14.3% | −120.6% | −161.2% | 2025 |
| 191 | Iveda Solutions, Inc.IVDA | $5m | −12.3% | −60.6% | −87.8% | 2025 |
| 192 | Palladyne AI Corp.PDYN | $5m | −32.6% | 191.4% | 30.8% | 2025 |
| 193 | Cloudastructure, Inc.CSAI | $5m | 271.4% | −167.0% | — | 2025 |
| 194 | Cxapp Inc.CXAI | $5m | −35.8% | −294.0% | −91.1% | 2025 |
| 195 | Orangekloud Technology Inc.ORKT | $4m | 43.8% | −78.7% | −41.4% | 2025 |
| 196 | Mf International LtdMFI | $4m | 29.8% | 232.8% | 3.9% | 2025 |
| 197 | Diginex LtdDGNX | $4m | 77.2% | −861.4% | — | 2026 |
| 198 | Kidz AI Inc.KIDZ | $3m | −8.4% | −209.3% | — | 2025 |
| 199 | T Stamp IncIDAI | $3m | 1.9% | −265.2% | −141.7% | 2025 |
| 200 | Beamr Imaging Ltd.BMR | $3m | 1.0% | −194.6% | −32.7% | 2025 |
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