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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	CTXS 26 DELISTED Citrix Systems Inc CTXS	636	-45	-7%	$13.1B
27	27 Atlassian TEAM $52.5B	632	+40	+7%	$30.7B
28	28 Paycom PAYC $11.2B	625	-2	-0.3%	$15.9B
29	VMW 29 DELISTED VMware, Inc VMW	624	+27	+5%	$12.4B
30	30 Jack Henry & Associates JKHY $11.1B	620	+4	+0.6%	$10.9B
31	31 Tyler Technologies TYL $15B	617	+24	+4%	$16.8B
32	32 CoStar Group CSGP $12.9B	606	+13	+2%	$31.1B
33	33 Nasdaq NDAQ $51.7B	600	+9	+2%	$21.3B
34	34 Factset FDS $10.7B	595	+19	+3%	$11.1B
35	35 Trimble TRMB $14.2B	563	+16	+3%	$18.9B
36	36 HubSpot HUBS $12.2B	546	+39	+8%	$24.8B
37	37 RingCentral RNG $6.33B	522	-23	-4%	$22.4B
38	38 SAP SAP $262B	511	+8	+2%	$7.25B
39	39 Fair Isaac FICO $16.2B	505	+19	+4%	$12.5B
40	40 Datadog DDOG $94.7B	483	-7	-1%	$19.1B
41	41 SS&C Technologies SSNC $19.6B	483	-4	-0.8%	$15.2B
42	ZEN 42 DELISTED ZENDESK INC ZEN	477	+25	+6%	$16.4B
43	43 PTC PTC $21B	476	+25	+6%	$14.3B
44	COUP 44 DELISTED Coupa Software Incorporated COUP	474	-8	-2%	$19.6B
45	CDK 45 DELISTED CDK Global, Inc. CDK	473	+14	+3%	$5.31B
46	46 MongoDB MDB $28.5B	463	-5	-1%	$21.1B
47	47 Dropbox DBX $7.96B	450	+18	+4%	$8.1B
48	BKI 48 DELISTED Black Knight, Inc. Common Stock BKI	434	-17	-4%	$11.2B
49	49 Amdocs DOX $6.38B	424	-16	-4%	$9.17B
50	50 WIX.com WIX $3.3B	403	-4	-1%	$15B