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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	693	+20	+3%	$19.5B
27	27 Paycom PAYC $10.8B	660	+35	+6%	$21.8B
28	28 Jack Henry & Associates JKHY $10.9B	628	+8	+1%	$10.9B
29	29 Factset FDS $10.3B	620	+25	+4%	$13.1B
30	30 Trimble TRMB $13.8B	620	+57	+10%	$18.8B
31	31 Tyler Technologies TYL $14.3B	619	+2	+0.3%	$17B
32	32 Nasdaq NDAQ $51.4B	614	+14	+2%	$23.5B
33	33 HubSpot HUBS $11.3B	598	+52	+10%	$29.2B
34	34 CoStar Group CSGP $12.2B	593	-13	-2%	$32.3B
35	VMW 35 DELISTED VMware, Inc VMW	587	-37	-6%	$11.8B
36	36 Datadog DDOG $96.7B	583	+100	+21%	$28B
37	CTXS 37 DELISTED Citrix Systems Inc CTXS	580	-56	-9%	$12.7B
38	38 SAP SAP $254B	522	+11	+2%	$6.82B
39	39 MongoDB MDB $28.7B	509	+46	+10%	$27.9B
40	40 Fair Isaac FICO $15.5B	505	0	0%	$9.34B
41	41 SS&C Technologies SSNC $19.3B	505	+22	+5%	$14.5B
42	42 RingCentral RNG $6.28B	485	-37	-7%	$16.7B
43	43 PTC PTC $21B	474	-2	-0.4%	$12.1B
44	ZEN 44 DELISTED ZENDESK INC ZEN	466	-11	-2%	$13.2B
45	COUP 45 DELISTED Coupa Software Incorporated COUP	458	-16	-3%	$16.7B
46	46 Dropbox DBX $7.75B	458	+8	+2%	$7.12B
47	47 Axon Enterprise AXON $33.2B	440	+39	+10%	$8.89B
48	BKI 48 DELISTED Black Knight, Inc. Common Stock BKI	435	+1	+0.2%	$10.2B
49	49 BILL Holdings BILL $3.77B	430	+84	+24%	$25.3B
50	CDK 50 DELISTED CDK Global, Inc. CDK	423	-50	-11%	$4.55B