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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 Manhattan Associates MANH $12.8B	344	+39	+13%	$4.81B
27	27 NCR Voyix VYX $950M	333	-13	-4%	$2.82B
28	28 Trimble TRMB $13.8B	330	+3	+0.9%	$4.95B
29	29 Cadence Design Systems CDNS $90.7B	312	+26	+9%	$5.81B
30	30 DELISTED Splunk Inc SPLK	310	+6	+2%	$7.64B
31	31 Thomson Reuters TRI $45.7B	309	+9	+3%	$8.72B
32	32 Workday WDAY $45.5B	303	+9	+3%	$9.04B
33	33 SAP SAP $254B	294	+10	+4%	$3.37B
34	34 Tyler Technologies TYL $14.3B	291	+29	+11%	$5.55B
35	35 PTC PTC $21B	278	0	0%	$3.72B
36	36 CoStar Group CSGP $12.2B	222	-2	-0.9%	$6.98B
37	37 DELISTED Synchronoss Technologies SNCR	220	-2	-0.9%	$1.45B
38	38 Blackbaud BLKB $2.22B	215	+14	+7%	$3.27B
39	39 Fair Isaac FICO $15.5B	210	0	0%	$2.73B
40	40 DELISTED CSG Systems International CSGS	207	+16	+8%	$1.26B
41	41 SS&C Technologies SSNC $19.3B	205	-6	-3%	$5.74B
42	42 Axon Enterprise AXON $33.2B	192	-6	-3%	$668M
43	43 DELISTED Vonage Holdings Corporation VG	190	+15	+9%	$977M
44	44 Guidewire Software GWRE $13.5B	189	+10	+6%	$4.5B
45	45 Veeva Systems VEEV $48.1B	186	+23	+14%	$2.45B
46	46 Commault Systems CVLT $6.4B	185	+13	+8%	$1.73B
47	47 Progress Software PRGS $1.58B	181	+11	+6%	$1.14B
48	48 Open Text OTEX $6.05B	180	-8	-4%	$4.14B
49	49 Paycom PAYC $10.8B	179	+32	+22%	$1.49B
50	50 Morningstar MORN $7.65B	177	+21	+13%	$1.36B