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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
51	51 RELX RELX $64.1B	439	-10	-2%	$2.7B
52	52 Pegasystems PEGA $5.56B	436	-48	-10%	$2.85B
53	53 Commault Systems CVLT $6.4B	431	+48	+13%	$6.31B
54	54 Thomson Reuters TRI $45.7B	424	-49	-10%	$33.2B
55	55 Morningstar MORN $7.65B	420	-27	-6%	$3.79B
56	56 Zeta Global ZETA $8.1B	418	+18	+5%	$3.7B
57	57 JFrog FROG $11.3B	414	+87	+27%	$10.3B
58	58 GitLab GTLB $8.86B	402	+31	+8%	$4.45B
59	59 Procore PCOR $8.5B	402	-30	-7%	$6.15B
60	60 Bentley Systems BSY $10.6B	398	-46	-10%	$4.68B
61	61 Box BOX $5.22B	397	-2	-0.5%	$3.72B
62	62 AppFolio APPF $7.2B	394	-5	-1%	$3.77B
63	63 RingCentral RNG $6.28B	380	+34	+10%	$3.37B
64	64 Elastic ESTC $9.67B	374	-3	-0.8%	$5.19B
65	65 Figma FIG $11.4B	374	+59	+19%	$6.65B
66	66 ServiceTitan Inc TTAN $7.01B	372	+29	+8%	$6.02B
67	67 CCC Intelligent Solutions CCC $4.5B	355	-21	-6%	$3.22B
68	68 Freshworks FRSH $3.57B	343	+12	+4%	$2.15B
69	69 BILL Holdings BILL $3.77B	341	0	0%	$3.55B
70	70 Descartes Systems DSGX $7.3B	340	-9	-3%	$4.95B
71	71 ZoomInfo Technologies GTM $1.14B	332	-32	-9%	$774M
72	72 Q2 Holdings QTWO $3.71B	329	-21	-6%	$3.18B
73	73 Nice NICE $6.5B	319	-28	-8%	$3.2B
74	74 SPS Commerce SPSC $3.07B	318	-11	-3%	$2.23B
75	75 DoubleVerify DV $2.11B	317	-12	-4%	$1.78B