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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 Synopsys SNPS $86.4B	323	+2	+0.6%	$7.15B
27	27 DELISTED Splunk Inc SPLK	321	+30	+10%	$8.37B
28	28 Jack Henry & Associates JKHY $10.6B	319	+6	+2%	$4.63B
29	29 Thomson Reuters TRI $46.9B	312	+19	+6%	$9.39B
30	30 Workday WDAY $45.9B	307	+13	+4%	$8.33B
31	31 SAP SAP $257B	283	-3	-1%	$3.33B
32	32 Manhattan Associates MANH $12.9B	282	+33	+13%	$4.37B
33	33 Cadence Design Systems CDNS $87.8B	274	-7	-2%	$5.92B
34	34 PTC PTC $21B	270	-10	-4%	$4.55B
35	35 Tyler Technologies TYL $14.7B	241	-4	-2%	$4.05B
36	36 DELISTED Synchronoss Technologies SNCR	227	+12	+6%	$1.8B
37	37 CoStar Group CSGP $12.9B	217	0	0%	$6.7B
38	38 Fair Isaac FICO $16.5B	211	+2	+1%	$2.56B
39	39 Axon Enterprise AXON $32.1B	210	+20	+11%	$1.39B
40	40 Commault Systems CVLT $6.19B	198	+14	+8%	$1.84B
41	41 OneSpan OSPN $641M	197	+21	+12%	$724M
42	42 Open Text OTEX $6.16B	197	-36	-15%	$3.65B
43	43 SS&C Technologies SSNC $19.7B	191	+1	+0.5%	$4.94B
44	44 DELISTED CSG Systems International CSGS	186	+4	+2%	$1.09B
45	45 Blackbaud BLKB $2.34B	184	+7	+4%	$2.83B
46	46 Comscore SCOR $53.1M	182	+5	+3%	$1.73B
47	47 Guidewire Software GWRE $13.7B	179	+10	+6%	$3.85B
48	48 Progress Software PRGS $1.65B	166	-5	-3%	$1.3B
49	49 Veeva Systems VEEV $49.9B	164	-20	-11%	$2.04B
50	50 LiveRamp RAMP $2.28B	163	+6	+4%	$1.33B