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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 Nasdaq NDAQ $51.7B	515	0	0%	$12.5B
27	CDK 27 DELISTED CDK Global, Inc. CDK	507	-44	-8%	$4.84B
28	28 Factset FDS $10.7B	492	-14	-3%	$9.14B
29	29 SAP SAP $262B	491	+5	+1%	$6.82B
30	30 CoStar Group CSGP $12.9B	482	+38	+9%	$20.6B
31	31 Paycom PAYC $11.2B	480	+15	+3%	$8.67B
32	32 Tyler Technologies TYL $15B	419	+16	+4%	$9.16B
33	33 Trimble TRMB $14.2B	414	+7	+2%	$8.71B
34	34 SS&C Technologies SSNC $19.6B	409	-44	-10%	$10.9B
35	35 DocuSign DOCU $14.5B	388	+41	+12%	$8.96B
36	36 Fair Isaac FICO $16.2B	381	-6	-2%	$7.39B
37	37 Atlassian TEAM $52.5B	380	+5	+1%	$13.4B
38	38 Amdocs DOX $6.38B	379	+10	+3%	$8.3B
39	39 PTC PTC $21B	374	-19	-5%	$6.95B
40	40 NCR Voyix VYX $995M	369	+15	+4%	$3.74B
41	BKI 41 DELISTED Black Knight, Inc. Common Stock BKI	368	+2	+0.5%	$8.23B
42	42 Teradata TDC $2.87B	338	-7	-2%	$3.48B
43	43 RingCentral RNG $6.33B	325	+14	+5%	$8.83B
44	ZEN 44 DELISTED ZENDESK INC ZEN	318	-16	-5%	$7.9B
45	45 Thomson Reuters TRI $47.5B	312	-3	-1%	$6.62B
46	46 Guidewire Software GWRE $14.1B	310	-15	-5%	$9.7B
47	47 Manhattan Associates MANH $13.3B	308	+14	+5%	$5.42B
48	COUP 48 DELISTED Coupa Software Incorporated COUP	303	-13	-4%	$8.64B
49	49 Dropbox DBX $7.96B	300	-34	-10%	$3.58B
50	50 HubSpot HUBS $12.1B	295	-10	-3%	$5.97B