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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 Cadence Design Systems CDNS $90.7B	391	+24	+7%	$9.59B
27	27 Factset FDS $10.3B	384	-12	-3%	$6.63B
28	28 NCR Voyix VYX $950M	374	-18	-5%	$4.19B
29	29 Workday WDAY $45.5B	365	+27	+8%	$14.8B
30	30 SAP SAP $254B	358	-2	-0.6%	$5.08B
31	31 DELISTED Splunk Inc SPLK	356	+25	+8%	$9.68B
32	32 Veeva Systems VEEV $48.1B	353	+2	+0.6%	$5.69B
33	33 PTC PTC $21B	347	-12	-3%	$6.59B
34	34 Amdocs DOX $6.19B	346	-13	-4%	$8.59B
35	35 CoStar Group CSGP $12.2B	333	+34	+11%	$9.69B
36	36 Teradata TDC $2.78B	321	-2	-0.6%	$4.39B
37	37 Thomson Reuters TRI $45.7B	309	-2	-0.6%	$8.29B
38	38 Tyler Technologies TYL $14.3B	284	+5	+2%	$6.07B
39	39 Manhattan Associates MANH $12.8B	271	-11	-4%	$3.18B
40	40 SS&C Technologies SSNC $19.3B	263	-6	-2%	$7.16B
41	41 Fair Isaac FICO $15.5B	242	-15	-6%	$3.77B
42	42 Open Text OTEX $6.05B	240	+2	+0.8%	$6.11B
43	43 Guidewire Software GWRE $13.5B	237	+35	+17%	$6.33B
44	44 Blackbaud BLKB $2.22B	233	-5	-2%	$4.67B
45	45 Paycom PAYC $10.8B	221	+13	+6%	$3.87B
46	46 DELISTED Vonage Holdings Corporation VG	219	+24	+12%	$1.58B
47	47 Progress Software PRGS $1.58B	216	+8	+4%	$1.75B
48	48 Commault Systems CVLT $6.4B	211	+6	+3%	$2.53B
49	49 Axon Enterprise AXON $33.2B	197	+2	+1%	$1.15B
50	50 LiveRamp RAMP $2.29B	189	-6	-3%	$1.93B