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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 Paycom PAYC $10.8B	705	+10	+1%	$11.3B
27	27 Nasdaq NDAQ $51.4B	698	+4	+0.6%	$17.5B
28	28 DELISTED Splunk Inc SPLK	696	+55	+9%	$21.6B
29	29 CoStar Group CSGP $12.2B	689	-24	-3%	$30.1B
30	30 Fair Isaac FICO $15.5B	679	+11	+2%	$18.6B
31	31 HubSpot HUBS $11.3B	678	-3	-0.4%	$22.2B
32	32 MongoDB MDB $28.7B	666	+4	+0.6%	$22.3B
33	33 DocuSign DOCU $14.1B	663	-48	-7%	$6.36B
34	34 Atlassian TEAM $51.8B	659	+23	+4%	$27.2B
35	35 Tyler Technologies TYL $14.3B	645	-1	-0.2%	$15B
36	36 Zoom ZM $27.6B	644	-8	-1%	$12.3B
37	37 Jack Henry & Associates JKHY $10.9B	634	-11	-2%	$10.2B
38	38 Axon Enterprise AXON $33.2B	591	-35	-6%	$11.7B
39	39 SAP SAP $254B	583	+14	+2%	$8.51B
40	40 Trimble TRMB $13.8B	579	+22	+4%	$12.2B
41	41 PTC PTC $21B	562	+16	+3%	$15.9B
42	42 SS&C Technologies SSNC $19.3B	530	+3	+0.6%	$10.9B
43	43 Manhattan Associates MANH $12.8B	496	+34	+7%	$12.1B
44	44 Amdocs DOX $6.19B	482	+15	+3%	$9.34B
45	45 Dropbox DBX $7.75B	460	+14	+3%	$6.35B
46	46 Dynatrace DT $18.4B	458	-13	-3%	$13.2B
47	47 Paylocity PCTY $8.44B	445	+5	+1%	$7.71B
48	48 BILL Holdings BILL $3.77B	423	+4	+1%	$11.5B
49	49 UiPath PATH $6.81B	417	+6	+1%	$5.75B
50	50 Toast TOST $17.3B	415	+20	+5%	$6.5B