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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 DELISTED Splunk Inc SPLK	418	+62	+17%	$11.9B
27	27 Factset FDS $10.7B	409	+25	+7%	$7.13B
28	MFGP 28 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	409	+16	+4%	$3.54B
29	29 SAP SAP $260B	402	+44	+12%	$12.8B
30	30 Workday WDAY $47.7B	394	+29	+8%	$15B
31	31 NCR Voyix VYX $1.02B	389	+15	+4%	$3.75B
32	32 Amdocs DOX $6.36B	387	+41	+12%	$8.76B
33	33 PTC PTC $21B	367	+20	+6%	$7.12B
34	34 Veeva Systems VEEV $50.6B	364	+11	+3%	$5.71B
35	35 Teradata TDC $2.83B	362	+41	+13%	$4.86B
36	36 CoStar Group CSGP $13B	338	+5	+2%	$10.6B
37	BKI 37 DELISTED Black Knight, Inc. Common Stock BKI	320	+179	+127%	$5.66B
38	38 Tyler Technologies TYL $14.8B	318	+34	+12%	$6.34B
39	39 Thomson Reuters TRI $47.2B	313	+4	+1%	$8.01B
40	40 SS&C Technologies SSNC $19.6B	296	+33	+13%	$7.15B
41	41 Fair Isaac FICO $16.3B	278	+36	+15%	$4.02B
42	42 Manhattan Associates MANH $13.2B	260	-11	-4%	$3.79B
43	43 Blackbaud BLKB $2.29B	258	+25	+11%	$4.81B
44	44 Nutanix NTNX $18.8B	255	+77	+43%	$2.51B
45	45 DELISTED Vonage Holdings Corporation VG	248	+29	+13%	$2.01B
46	46 Guidewire Software GWRE $14.5B	247	+10	+4%	$6.21B
47	47 Open Text OTEX $6.15B	240	0	0%	$7.04B
48	48 Paycom PAYC $11.1B	231	+10	+5%	$4.12B
49	49 Progress Software PRGS $1.65B	213	-3	-1%	$1.86B
50	50 Box BOX $5.42B	207	+26	+14%	$2.05B