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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Funds holding	Growth	Growth %	Fund value
26	26 Workday WDAY $47.4B	291	-24	-8%	$8.6B
27	27 PTC PTC $21B	279	+9	+3%	$4.37B
28	28 SAP SAP $260B	277	-21	-7%	$3.03B
29	29 Thomson Reuters TRI $47B	274	-2	-0.7%	$9.32B
30	30 Cadence Design Systems CDNS $88.7B	266	-5	-2%	$5.29B
31	31 ServiceNow NOW $152B	256	-9	-3%	$8.02B
32	32 DELISTED Splunk Inc SPLK	255	-34	-12%	$5.85B
33	33 Manhattan Associates MANH $13.2B	240	+18	+8%	$2.59B
34	34 CoStar Group CSGP $13B	236	-3	-1%	$5.09B
35	35 Tyler Technologies TYL $14.8B	208	+5	+2%	$2.83B
36	36 Commault Systems CVLT $6.52B	196	-18	-8%	$2.24B
37	37 Open Text OTEX $6.16B	192	-17	-8%	$4B
38	38 Fair Isaac FICO $16.3B	183	+14	+8%	$1.97B
39	39 LiveRamp RAMP $2.28B	182	-25	-12%	$1.61B
40	40 Guidewire Software GWRE $14.4B	166	+14	+9%	$2.8B
41	41 DELISTED Synchronoss Technologies SNCR	166	-5	-3%	$1.17B
42	42 Blackbaud BLKB $2.27B	161	+2	+1%	$1.78B
43	43 DELISTED CSG Systems International CSGS	161	-3	-2%	$929M
44	44 Progress Software PRGS $1.66B	159	+8	+5%	$1.17B
45	45 DELISTED Vonage Holdings Corporation VG	156	+1	+0.6%	$561M
46	46 SS&C Technologies SSNC $19.7B	154	+7	+5%	$3.03B
47	EPAY 47 DELISTED Bottomline Technologies Inc EPAY	151	+4	+3%	$1.17B
48	48 Axon Enterprise AXON $32.8B	150	-9	-6%	$477M
49	49 Pegasystems PEGA $5.9B	147	+5	+4%	$683M
50	50 8x8 Inc EGHT $296M	139	+8	+6%	$469M