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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 HubSpot HUBS $11.9B	800	+68	+9%	$27B
27	27 CoStar Group CSGP $12.9B	767	0	0%	$29.3B
28	28 Axon Enterprise AXON $32.8B	763	+13	+2%	$17.7B
29	29 Nasdaq NDAQ $52.2B	757	-9	-1%	$28.8B
30	30 SAP SAP $260B	743	+36	+5%	$14.2B
31	31 Tyler Technologies TYL $14.9B	729	+23	+3%	$20.1B
32	32 Atlassian TEAM $53.2B	705	-35	-5%	$24.6B
33	33 DocuSign DOCU $14.4B	669	-17	-2%	$8.62B
34	34 Jack Henry & Associates JKHY $11B	669	+11	+2%	$11.1B
35	35 MongoDB MDB $29.1B	661	-77	-10%	$17B
36	36 Zoom ZM $28.2B	658	-15	-2%	$10.6B
37	37 Paycom PAYC $11.1B	641	-20	-3%	$6.68B
38	38 Trimble TRMB $14.1B	633	+24	+4%	$12.7B
39	39 PTC PTC $21B	617	-4	-0.6%	$21.2B
40	40 Manhattan Associates MANH $13.2B	585	-7	-1%	$14.8B
41	41 SS&C Technologies SSNC $19.6B	576	+4	+0.7%	$12.8B
42	42 Dynatrace DT $18.5B	553	+10	+2%	$12.7B
43	43 Toast TOST $18.2B	505	+31	+7%	$9.92B
44	44 Amdocs DOX $6.36B	502	-9	-2%	$8.48B
45	45 Thomson Reuters TRI $47.4B	493	+26	+6%	$14.4B
46	46 UiPath PATH $7.01B	479	-37	-7%	$4.23B
47	47 Nutanix NTNX $18.6B	470	-3	-0.6%	$11.7B
48	48 Paylocity PCTY $8.77B	459	+41	+10%	$5.75B
49	49 Guidewire Software GWRE $14.4B	454	+50	+12%	$11.4B
50	50 SPS Commerce SPSC $3.12B	449	+25	+6%	$6.88B