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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 $12.9B	713	+21	+3%	$35.5B
27	27 DocuSign DOCU $14.4B	711	-15	-2%	$8.15B
28	28 Paycom PAYC $11.1B	695	+9	+1%	$14.6B
29	29 Nasdaq NDAQ $52.2B	694	+8	+1%	$18B
30	30 HubSpot HUBS $11.9B	681	+44	+7%	$23.4B
31	31 Fair Isaac FICO $16.3B	668	+50	+8%	$17.3B
32	32 MongoDB MDB $29.1B	662	+134	+25%	$26.1B
33	33 Zoom ZM $28.2B	652	-6	-0.9%	$11.5B
34	34 Tyler Technologies TYL $14.9B	646	+28	+5%	$16.2B
35	35 Jack Henry & Associates JKHY $11B	645	-9	-1%	$11.3B
36	36 DELISTED Splunk Inc SPLK	641	+6	+0.9%	$15.4B
37	37 Atlassian TEAM $53.2B	636	+8	+1%	$23.2B
38	38 Axon Enterprise AXON $32.8B	626	+21	+3%	$11.4B
39	39 SAP SAP $260B	569	+40	+8%	$8.11B
40	40 Trimble TRMB $14.1B	557	-34	-6%	$12B
41	41 PTC PTC $21B	546	+15	+3%	$14.8B
42	42 SS&C Technologies SSNC $19.6B	527	-6	-1%	$12.6B
43	43 Dynatrace DT $18.5B	471	+44	+10%	$14.4B
44	44 Amdocs DOX $6.36B	467	+12	+3%	$11B
45	45 Manhattan Associates MANH $13.2B	462	+57	+14%	$12.2B
46	46 Dropbox DBX $7.96B	446	+24	+6%	$6.49B
47	47 Paylocity PCTY $8.77B	440	-3	-0.7%	$7.75B
48	48 BILL Holdings BILL $3.95B	419	+14	+3%	$12.6B
49	49 UiPath PATH $7.01B	411	+54	+15%	$5.59B
50	BKI 50 DELISTED Black Knight, Inc. Common Stock BKI	410	-31	-7%	$8.34B