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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 Atlassian TEAM $51.8B	766	+71	+10%	$46.3B
27	27 Nasdaq NDAQ $51.4B	711	+97	+16%	$26B
28	28 Factset FDS $10.3B	694	+74	+12%	$16.5B
29	29 DELISTED Splunk Inc SPLK	684	-9	-1%	$15.6B
30	30 Paycom PAYC $10.8B	681	+21	+3%	$18.4B
31	31 Datadog DDOG $96.7B	671	+88	+15%	$36.4B
32	32 Tyler Technologies TYL $14.3B	667	+48	+8%	$19.9B
33	33 HubSpot HUBS $11.3B	661	+63	+11%	$28.6B
34	34 Trimble TRMB $13.8B	654	+34	+5%	$19.9B
35	35 Jack Henry & Associates JKHY $10.9B	652	+24	+4%	$10.9B
36	36 CoStar Group CSGP $12.2B	632	+39	+7%	$29.6B
37	CTXS 37 DELISTED Citrix Systems Inc CTXS	577	-3	-0.5%	$11.7B
38	38 MongoDB MDB $28.7B	560	+51	+10%	$31.7B
39	39 SS&C Technologies SSNC $19.3B	541	+36	+7%	$17.5B
40	40 SAP SAP $254B	533	+11	+2%	$6.76B
41	41 Fair Isaac FICO $15.5B	521	+16	+3%	$9.87B
42	42 Axon Enterprise AXON $33.2B	489	+49	+11%	$8.04B
43	43 PTC PTC $21B	482	+8	+2%	$12.4B
44	44 BILL Holdings BILL $3.77B	480	+50	+12%	$25B
45	45 Dropbox DBX $7.75B	467	+9	+2%	$5.7B
46	ZEN 46 DELISTED ZENDESK INC ZEN	466	0	0%	$12.5B
47	COUP 47 DELISTED Coupa Software Incorporated COUP	457	-1	-0.2%	$12B
48	BKI 48 DELISTED Black Knight, Inc. Common Stock BKI	456	+21	+5%	$11.8B
49	49 RingCentral RNG $6.28B	452	-33	-7%	$14.9B
50	CDK 50 DELISTED CDK Global, Inc. CDK	448	+25	+6%	$4.51B