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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 CoStar Group CSGP $13B	692	-10	-1%	$26.8B
27	27 Nasdaq NDAQ $52B	686	-30	-4%	$19.8B
28	28 Paycom PAYC $11.2B	686	-20	-3%	$13.9B
29	29 Datadog DDOG $94.5B	662	-4	-0.6%	$16.2B
30	30 Zoom ZM $28.3B	658	+7	+1%	$12.2B
31	31 Jack Henry & Associates JKHY $10.9B	654	-22	-3%	$9.81B
32	32 HubSpot HUBS $11.9B	637	+63	+11%	$19.3B
33	33 DELISTED Splunk Inc SPLK	635	0	0%	$13.8B
34	34 Atlassian TEAM $54B	628	+64	+11%	$23.6B
35	35 Fair Isaac FICO $16.4B	618	+42	+7%	$15.6B
36	36 Tyler Technologies TYL $14.8B	618	+9	+1%	$13.6B
37	37 Axon Enterprise AXON $33.3B	605	+92	+18%	$12.9B
38	38 Trimble TRMB $14.1B	591	-3	-0.5%	$11.9B
39	39 SS&C Technologies SSNC $19.7B	533	0	0%	$11.9B
40	40 PTC PTC $21B	531	-10	-2%	$13.2B
41	41 SAP SAP $260B	529	+38	+8%	$7.49B
42	42 MongoDB MDB $29B	528	+8	+2%	$14.8B
43	43 Amdocs DOX $6.34B	455	-3	-0.7%	$11B
44	44 Paylocity PCTY $8.83B	443	+5	+1%	$8.45B
45	BKI 45 DELISTED Black Knight, Inc. Common Stock BKI	441	+1	+0.2%	$8.26B
46	46 Dynatrace DT $18.3B	427	+38	+10%	$11.9B
47	47 Dropbox DBX $7.92B	422	-25	-6%	$4.93B
48	48 Thomson Reuters TRI $46.7B	410	+14	+4%	$11.6B
49	49 BILL Holdings BILL $3.92B	405	-76	-16%	$8.6B
50	50 Manhattan Associates MANH $13.2B	405	+12	+3%	$9.48B