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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	327	-17	-5%	$4.3B
27	27 ServiceNow NOW $145B	324	-31	-9%	$9.83B
28	28 Cadence Design Systems CDNS $90.7B	318	+6	+2%	$6.35B
29	29 DELISTED Splunk Inc SPLK	316	+6	+2%	$6.38B
30	30 SAP SAP $254B	306	+12	+4%	$3.4B
31	31 NCR Voyix VYX $950M	304	-29	-9%	$3.16B
32	32 Thomson Reuters TRI $45.7B	298	-11	-4%	$9.14B
33	33 Workday WDAY $45.5B	286	-17	-6%	$9.56B
34	34 PTC PTC $21B	276	-2	-0.7%	$3.57B
35	35 Tyler Technologies TYL $14.3B	266	-25	-9%	$4.24B
36	36 CoStar Group CSGP $12.2B	230	+8	+4%	$6.44B
37	37 DELISTED CSG Systems International CSGS	225	+18	+9%	$1.55B
38	38 Blackbaud BLKB $2.22B	222	+7	+3%	$3.17B
39	39 Fair Isaac FICO $15.5B	219	+9	+4%	$3.06B
40	40 Comscore SCOR $58M	205	+28	+16%	$1.39B
41	41 Guidewire Software GWRE $13.5B	202	+13	+7%	$4.16B
42	42 Open Text OTEX $6.05B	202	+22	+12%	$4.47B
43	43 DELISTED Synchronoss Technologies SNCR	195	-25	-11%	$1.17B
44	44 DELISTED Vonage Holdings Corporation VG	191	+1	+0.5%	$772M
45	45 SS&C Technologies SSNC $19.3B	188	-17	-8%	$5.68B
46	46 Axon Enterprise AXON $33.2B	186	-6	-3%	$741M
47	47 Commault Systems CVLT $6.4B	185	0	0%	$1.86B
48	48 Progress Software PRGS $1.58B	182	+1	+0.6%	$1.14B
49	49 Veeva Systems VEEV $48.1B	181	-5	-3%	$2.24B
50	50 8x8 Inc EGHT $290M	179	+25	+16%	$650M