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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 $53.5B	706	-60	-8%	$36.4B
27	27 Factset FDS $10.7B	704	+10	+1%	$14.8B
28	28 Datadog DDOG $94.5B	702	+31	+5%	$33.3B
29	29 DELISTED Splunk Inc SPLK	698	+14	+2%	$20.4B
30	30 Nasdaq NDAQ $52.3B	677	-34	-5%	$21.6B
31	31 Jack Henry & Associates JKHY $11B	658	+6	+0.9%	$12.9B
32	32 Paycom PAYC $11.1B	655	-26	-4%	$15.4B
33	33 HubSpot HUBS $12B	628	-33	-5%	$20.7B
34	34 Tyler Technologies TYL $14.8B	624	-43	-6%	$16.6B
35	35 Trimble TRMB $14.1B	597	-57	-9%	$16.4B
36	36 CoStar Group CSGP $12.9B	588	-44	-7%	$25.2B
37	CTXS 37 DELISTED Citrix Systems Inc CTXS	577	0	0%	$12B
38	38 MongoDB MDB $29B	571	+11	+2%	$26.8B
39	39 SS&C Technologies SSNC $19.6B	563	+22	+4%	$16.1B
40	40 Fair Isaac FICO $16.3B	550	+29	+6%	$10.4B
41	41 SAP SAP $261B	507	-26	-5%	$5.93B
42	ZEN 42 DELISTED ZENDESK INC ZEN	501	+35	+8%	$14.3B
43	43 PTC PTC $21B	494	+12	+2%	$10.9B
44	44 BILL Holdings BILL $3.95B	487	+7	+1%	$23B
45	45 Dropbox DBX $7.97B	480	+13	+3%	$5.3B
46	CDK 46 DELISTED CDK Global, Inc. CDK	466	+18	+4%	$5.12B
47	47 Axon Enterprise AXON $33B	464	-25	-5%	$7.23B
48	48 Amdocs DOX $6.38B	433	+16	+4%	$9.48B
49	49 RingCentral RNG $6.47B	423	-29	-6%	$9.32B
50	BKI 50 DELISTED Black Knight, Inc. Common Stock BKI	419	-37	-8%	$8.3B