# Software - Application — Industry Hub

> Quantitative analysis from TrendMatrix. Data for informational use only — not investment advice.

Software-application companies develop and license business and consumer software spanning cloud-based SaaS platforms, productivity tools, and enterprise systems. Competitive dynamics hinge on customer retention and pricing power amid intense competition, while the sector faces cyclical exposure to IT-spending shifts and regulatory pressure from data-privacy and antitrust rules. TrendMatrix ranks 96 US-listed Software - Application stocks by 10-dimension quantitative score, refreshed every 5 minutes during market hours with a full reanalysis nightly.

- **Parent sector:** Technology
- **Stocks tracked:** 96 (primer N: 96)
- **Sentiment:** 10 bullish · 27 neutral · 59 bearish · avg score 5.61
- **Last updated:** 2026-04-25T16:28:11+00:00

## Ranked Stocks

| # | Symbol | Name | Verdict | Score | Price | Upside |
|---|---|---|---|---|---|---|
| 1 | [DAVE](https://trendmatrix.com/stocks/DAVE) | Dave Inc. | STRONG_BUY_WAIT | 6.7 | $270.99 | +21.8% |
| 2 | [PTC](https://trendmatrix.com/stocks/PTC) | PTC Inc. | STRONG_BUY_WAIT | 6.6 | $135.67 | +24.9% |
| 3 | [SPSC](https://trendmatrix.com/stocks/SPSC) | SPS Commerce, Inc. | STRONG_BUY_WAIT | 6.4 | $56.06 | +27.9% |
| 4 | [INTU](https://trendmatrix.com/stocks/INTU) | Intuit Inc. | STRONG_BUY_WAIT | 6.3 | $384.87 | +48.6% |
| 5 | [UPBD](https://trendmatrix.com/stocks/UPBD) | Upbound Group, Inc. | STRONG_BUY_WAIT | 6.1 | $19.91 | +30.1% |
| 6 | [CCC](https://trendmatrix.com/stocks/CCC) | CCC Intelligent Solutions Holdi | STRONG_BUY_WAIT | 5.9 | $5.05 | +57.5% |
| 7 | [TEAM](https://trendmatrix.com/stocks/TEAM) | Atlassian Corporation | STRONG_BUY_WAIT | 5.9 | $67.39 | +108.3% |
| 8 | [YOU](https://trendmatrix.com/stocks/YOU) | Clear Secure, Inc. | STRONG_BUY_WAIT | 5.5 | $53.07 | +15.3% |
| 9 | [DBD](https://trendmatrix.com/stocks/DBD) | Diebold Nixdorf Incorporated | STRONG_BUY_WAIT | 5.1 | $76.70 | +9.1% |
| 10 | [IDCC](https://trendmatrix.com/stocks/IDCC) | InterDigital, Inc. | STRONG_BUY_WAIT | 4.5 | $301.43 | +30.8% |
| 11 | [ADEA](https://trendmatrix.com/stocks/ADEA) | Adeia Inc. | HOLD_IF_HOLDING | 6.6 | $31.77 | +9.5% |
| 12 | [MNDY](https://trendmatrix.com/stocks/MNDY) | monday.com Ltd. | HOLD_IF_HOLDING | 6.4 | $65.70 | +70.0% |
| 13 | [NICE](https://trendmatrix.com/stocks/NICE) | NICE Ltd | HOLD_IF_HOLDING | 6.4 | $101.47 | +27.4% |
| 14 | [YMM](https://trendmatrix.com/stocks/YMM) | Full Truck Alliance Co. Ltd. | HOLD_IF_HOLDING | 6.3 | $8.57 | +26.7% |
| 15 | [ADBE](https://trendmatrix.com/stocks/ADBE) | Adobe Inc. | HOLD_IF_HOLDING | 6.2 | $242.39 | +24.6% |
| 16 | [DUOL](https://trendmatrix.com/stocks/DUOL) | Duolingo, Inc. | HOLD_IF_HOLDING | 6.2 | $109.11 | +18.8% |
| 17 | [PLUS](https://trendmatrix.com/stocks/PLUS) | ePlus inc. | HOLD_IF_HOLDING | 6.2 | $83.60 | +17.0% |
| 18 | [WK](https://trendmatrix.com/stocks/WK) | Workiva Inc. | HOLD_IF_HOLDING | 6.2 | $52.92 | +45.3% |
| 19 | [ZM](https://trendmatrix.com/stocks/ZM) | Zoom Communications, Inc. | HOLD_IF_HOLDING | 6.2 | $97.54 | -1.6% |
| 20 | [CRM](https://trendmatrix.com/stocks/CRM) | Salesforce, Inc. | HOLD_IF_HOLDING | 6.1 | $175.36 | +41.4% |
| 21 | [KARO](https://trendmatrix.com/stocks/KARO) | Karooooo Ltd. | HOLD_IF_HOLDING | 6.1 | $48.55 | +5.8% |
| 22 | [KVYO](https://trendmatrix.com/stocks/KVYO) | Klaviyo, Inc. Series A | HOLD_IF_HOLDING | 6.1 | $19.82 | +47.6% |
| 23 | [PCTY](https://trendmatrix.com/stocks/PCTY) | Paylocity Holding Corporation | HOLD_IF_HOLDING | 6.0 | $105.58 | +40.4% |
| 24 | [ROP](https://trendmatrix.com/stocks/ROP) | Roper Technologies, Inc. | HOLD_IF_HOLDING | 6.0 | $354.89 | +15.2% |
| 25 | [FICO](https://trendmatrix.com/stocks/FICO) | Fair Isaac Corporation | HOLD_IF_HOLDING | 5.9 | $974.99 | +48.1% |
| 26 | [GWRE](https://trendmatrix.com/stocks/GWRE) | Guidewire Software, Inc. | HOLD_IF_HOLDING | 5.9 | $137.12 | +47.9% |
| 27 | [HUBS](https://trendmatrix.com/stocks/HUBS) | HubSpot, Inc. | HOLD_IF_HOLDING | 5.9 | $220.48 | +44.0% |
| 28 | [LIF](https://trendmatrix.com/stocks/LIF) | Life360, Inc. | HOLD_IF_HOLDING | 5.8 | $42.88 | +34.6% |
| 29 | [NAVN](https://trendmatrix.com/stocks/NAVN) | Navan, Inc. | HOLD_IF_HOLDING | 5.8 | $17.52 | +8.7% |
| 30 | [WDAY](https://trendmatrix.com/stocks/WDAY) | Workday, Inc. | HOLD_IF_HOLDING | 5.8 | $121.20 | +36.3% |
| 31 | [ADSK](https://trendmatrix.com/stocks/ADSK) | Autodesk, Inc. | HOLD_IF_HOLDING | 5.7 | $235.81 | +27.3% |
| 32 | [CDNS](https://trendmatrix.com/stocks/CDNS) | Cadence Design Systems, Inc. | HOLD_IF_HOLDING | 5.7 | $329.13 | +4.0% |
| 33 | [ESTC](https://trendmatrix.com/stocks/ESTC) | Elastic N.V. | HOLD_IF_HOLDING | 5.7 | $46.37 | +52.8% |
| 34 | [YALA](https://trendmatrix.com/stocks/YALA) | Yalla Group Limited | HOLD_IF_HOLDING | 5.7 | $6.69 | +9.4% |
| 35 | [ADP](https://trendmatrix.com/stocks/ADP) | Automatic Data Processing, Inc. | HOLD_IF_HOLDING | 5.4 | $212.31 | +8.9% |
| 36 | [U](https://trendmatrix.com/stocks/U) | Unity Software Inc. | HOLD_IF_HOLDING | 5.3 | $26.20 | +10.1% |
| 37 | [DT](https://trendmatrix.com/stocks/DT) | Dynatrace, Inc. | HOLD_IF_HOLDING | 5.2 | $35.86 | +22.8% |
| 38 | [ALKT](https://trendmatrix.com/stocks/ALKT) | Alkami Technology, Inc. | SELL_IF_HOLDING | 6.3 | $15.74 | +25.5% |
| 39 | [PTRN](https://trendmatrix.com/stocks/PTRN) | Pattern Group Inc. - Series A | SELL_IF_HOLDING | 6.2 | $13.34 | +38.3% |
| 40 | [FROG](https://trendmatrix.com/stocks/FROG) | JFrog Ltd. | SELL_IF_HOLDING | 6.1 | $45.95 | +32.5% |
| 41 | [FRSH](https://trendmatrix.com/stocks/FRSH) | Freshworks Inc. | SELL_IF_HOLDING | 6.1 | $8.14 | +32.5% |
| 42 | [GRND](https://trendmatrix.com/stocks/GRND) | Grindr Inc. | SELL_IF_HOLDING | 6.0 | $13.49 | +16.4% |
| 43 | [BULL](https://trendmatrix.com/stocks/BULL) | Webull Corporation | SELL_IF_HOLDING | 5.9 | $6.88 | +44.4% |
| 44 | [AGYS](https://trendmatrix.com/stocks/AGYS) | Agilysys, Inc. | SELL_IF_HOLDING | 5.8 | $64.00 | +74.2% |
| 45 | [BRZE](https://trendmatrix.com/stocks/BRZE) | Braze, Inc. | SELL_IF_HOLDING | 5.8 | $22.16 | +42.4% |
| 46 | [CVLT](https://trendmatrix.com/stocks/CVLT) | Commvault Systems, Inc. | SELL_IF_HOLDING | 5.8 | $99.00 | +21.0% |
| 47 | [WRD](https://trendmatrix.com/stocks/WRD) | WERIDE INC. | SELL_IF_HOLDING | 5.8 | $7.71 | +58.9% |
| 48 | [CHYM](https://trendmatrix.com/stocks/CHYM) | Chime Financial, Inc. | SELL_IF_HOLDING | 5.7 | $21.70 | +27.4% |
| 49 | [LSPD](https://trendmatrix.com/stocks/LSPD) | Lightspeed Commerce Inc. Subord | SELL_IF_HOLDING | 5.7 | $9.24 | +21.8% |
| 50 | [PAYC](https://trendmatrix.com/stocks/PAYC) | Paycom Software, Inc. | SELL_IF_HOLDING | 5.7 | $126.81 | +7.7% |

_Showing top 50 of 96 tracked. Full list at `/api/industries/software-application/rollup`._

## Recent 8-K Events (last 30 days)

- **ADSK** [Item 5.02] (2026-04-24): Director Stephen Milligan notified Board on April 20, 2026 that he will not stand for re-election at 2026 Annual Meeting. No reason cited for retirement; Omar Abbosh nominated as replacement. No disagreement with company.
- **PCOR** [Item 5.02] (2026-04-22): April 20, 2026: Dr. Vishal Misra elected to Board as Class III director (board expanded to 11), appointed to Audit Committee. No arrangements with any other person cited. No family relationships with other directors.
- **ADBE** [Item 5.02] (2026-04-21): Stockholders approved amendment to 2019 Equity Incentive Plan at April 15, 2026 Annual Meeting, adding 12 million shares to reserve. No director or officer departure involved.
- **ASAN** [Item 5.02] (2026-04-20): Directors Matt Cohler, Adam D'Angelo, and Lorrie Norrington tendered resignations effective at the 2026 Annual Meeting (June 8, 2026) as part of board refreshment. No disagreements with the company cited.
- **OTEX** [Item 5.02] (2026-04-20): Paul Duggan stepped down as President, Chief Customer Officer effective April 20, 2026; will serve as EVP Special Advisor until departure July 1, 2026. James McGourlay transitioned from Interim CEO to President, Chief Client Officer. No disagreement cited.
- **NAVN** [Item 5.02] (2026-04-17): Anne Giviskos departed as SVP Strategic Finance and Chief Accounting Officer of Navan effective April 17, 2026. CFO Aurélien Nolf will serve as principal accounting officer. No disagreement cited.
- **FIG** [Item 5.02] (2026-04-15): Mike Krieger resigned from Figma's Board of Directors effective April 14, 2026. No disagreement with Figma on operations, policies, or practices cited.
- **SPSC** [Item 5.02] (2026-04-14): Compensation Committee approved amendment of all outstanding PSU awards on April 10, 2026 to standardize change-in-control vesting, aligning 2024 single-trigger grants with double-trigger terms used in 2025 and 2026.
- **CVLT** [Item 5.02] (2026-04-13): Gary Merrill appointed CFO effective April 13, 2026 (was CCO since Aug 2024). Geoff Haydon appointed President of Customer and Field Operations and resigned as director. Both are internal transitions; no outside successor named.
- **BRZE** [Item 5.02] (2026-04-07): Susan Wiseman, General Counsel and Secretary, intends to retire on or before June 30, 2026. No successor named; no reason cited.

## Cross-Company Themes

- **financial services industry** — 2 companies (FICO, QTWO)
- **international customers (outside U.S.)** — 2 companies (PCOR, PEGA)
- **AWS public cloud** — 1 companies (SNOW)
- **Amazon** — 1 companies (PTRN)
- **Amazon Web Services** — 1 companies (ALKT)

## Related Industries

- [Software - Infrastructure](https://trendmatrix.com/industries/software-infrastructure) — 79 stocks
- [Semiconductors](https://trendmatrix.com/industries/semiconductors) — 44 stocks
- [Information Technology Services](https://trendmatrix.com/industries/information-technology-services) — 33 stocks
- [Electronic Components](https://trendmatrix.com/industries/electronic-components) — 24 stocks
- [Semiconductor Equipment & Materials](https://trendmatrix.com/industries/semiconductor-equipment-and-materials) — 23 stocks

## Canonical Links

- HTML: https://trendmatrix.com/industries/software-application
- JSON: https://trendmatrix.com/api/industries/software-application/rollup
- Markdown: https://trendmatrix.com/industries/software-application.md