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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 Factset FDS $10.3B	692	-12	-2%	$13B
27	27 Jack Henry & Associates JKHY $10.9B	673	+15	+2%	$11.8B
28	28 Datadog DDOG $96.7B	666	-36	-5%	$21.9B
29	29 Atlassian TEAM $51.8B	663	-43	-6%	$24B
30	30 Paycom PAYC $10.8B	648	-7	-1%	$12.4B
31	31 Nasdaq NDAQ $51.4B	642	-35	-5%	$18.4B
32	32 DELISTED Splunk Inc SPLK	641	-57	-8%	$12.3B
33	33 Tyler Technologies TYL $14.3B	598	-26	-4%	$12.4B
34	34 Trimble TRMB $13.8B	593	-4	-0.7%	$13.2B
35	35 CoStar Group CSGP $12.2B	590	+2	+0.3%	$23B
36	36 HubSpot HUBS $11.3B	585	-43	-7%	$13.2B
37	CTXS 37 DELISTED Citrix Systems Inc CTXS	571	-6	-1%	$11.2B
38	38 SS&C Technologies SSNC $19.3B	558	-5	-0.9%	$12.5B
39	39 MongoDB MDB $28.7B	538	-33	-6%	$16B
40	40 Fair Isaac FICO $15.5B	511	-39	-7%	$8.76B
41	41 SAP SAP $254B	489	-18	-4%	$5.72B
42	42 PTC PTC $21B	480	-14	-3%	$10.8B
43	CDK 43 DELISTED CDK Global, Inc. CDK	455	-11	-2%	$5.54B
44	44 Amdocs DOX $6.19B	451	+18	+4%	$9.52B
45	ZEN 45 DELISTED ZENDESK INC ZEN	451	-50	-10%	$9.14B
46	BKI 46 DELISTED Black Knight, Inc. Common Stock BKI	445	+26	+6%	$9.42B
47	47 Dropbox DBX $7.75B	436	-44	-9%	$4.75B
48	48 BILL Holdings BILL $3.77B	432	-55	-11%	$11.1B
49	49 Axon Enterprise AXON $33.2B	417	-47	-10%	$4.99B
50	50 NCR Voyix VYX $950M	399	+9	+2%	$4.1B