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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 Veeva Systems VEEV $50B	478	+19	+4%	$10.2B
27	27 Cadence Design Systems CDNS $88.9B	477	+31	+7%	$10.7B
28	28 Factset FDS $10.7B	453	+16	+4%	$7.02B
29	29 SAP SAP $262B	446	-4	-0.9%	$5.73B
30	30 Trimble TRMB $14.2B	410	-7	-2%	$7.57B
31	31 PTC PTC $21B	409	-8	-2%	$9.05B
32	32 CoStar Group CSGP $12.9B	383	-21	-5%	$11.9B
33	33 Amdocs DOX $6.38B	378	+4	+1%	$7.71B
34	34 SS&C Technologies SSNC $19.6B	378	+10	+3%	$9.55B
35	35 Tyler Technologies TYL $15B	357	+3	+0.8%	$6.46B
36	36 Paycom PAYC $11.1B	352	+7	+2%	$5.64B
37	37 Teradata TDC $2.88B	350	-22	-6%	$4.34B
38	38 NCR Voyix VYX $994M	344	-3	-0.9%	$2.67B
39	BKI 39 DELISTED Black Knight, Inc. Common Stock BKI	327	-8	-2%	$6.04B
40	40 Nutanix NTNX $18.5B	321	+19	+6%	$4.17B
41	41 Fair Isaac FICO $16.2B	318	-8	-2%	$4.56B
42	42 Guidewire Software GWRE $14.2B	311	-4	-1%	$7.05B
43	43 Atlassian TEAM $52.7B	309	+31	+11%	$8.65B
44	ZEN 44 DELISTED ZENDESK INC ZEN	307	+31	+11%	$6.11B
45	45 Thomson Reuters TRI $47.6B	303	-19	-6%	$5.37B
46	MFGP 46 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	301	-18	-6%	$1.32B
47	NEWR 47 DELISTED New Relic, Inc. NEWR	293	-2	-0.7%	$3.74B
48	48 RingCentral RNG $6.33B	284	+8	+3%	$5.45B
49	49 Manhattan Associates MANH $13.2B	282	-18	-6%	$3.06B
50	50 Axon Enterprise AXON $32.7B	269	-2	-0.7%	$2.06B