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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 SPS Commerce SPSC $3.13B	129	+129	–	$859M
52	52 Axon Enterprise AXON $33.9B	128	+128	–	$243M
53	53 DELISTED PROS Holdings PRO	122	+122	–	$738M
54	54 Comscore SCOR $61.2M	122	+122	–	$706M
55	55 SS&C Technologies SSNC $19.8B	116	+116	–	$2.2B
56	56 Calix CALX $2.34B	110	+110	–	$302M
57	57 8x8 Inc EGHT $299M	107	+107	–	$292M
58	58 HealthStream HSTM $1.03B	101	+101	–	$430M
59	59 OneSpan OSPN $659M	100	+100	–	$162M
60	60 DELISTED Brightcove, Inc. BCOV	98	+98	–	$164M
61	61 DELISTED ENVESTNET, INC. ENV	92	+92	–	$514M
62	LGTY 62 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	89	+89	–	$161M
63	63 Agilysys AGYS $3.2B	83	+83	–	$204M
64	64 RELX RELX $66.7B	68	+68	–	$214M
65	65 NRC Health Common Stock NRC $467M	57	+57	–	$88.1M
66	MTBL 66 DELISTED Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares) MTBL	55	+55	–	$22.6M
67	MRIN 67 DELISTED Marin Software MRIN	53	+53	–	$109M
68	ECOM 68 DELISTED CHANNELADVISOR CORPORATION ECOM	52	+52	–	$128M
69	69 DELISTED MODEL N, INC. MODN	51	+51	–	$200M
70	70 Digimarc Corp DMRC $151M	47	+47	–	$63.7M
71	QUMU 71 DELISTED Qumu Corp. QUMU	42	+42	–	$37.3M
72	72 Smith Micro Software SMSI $12.9M	41	+41	–	$10.8M
73	73 NetSol Technologies NTWK $77.8M	39	+39	–	$33.3M
74	74 DELISTED Sapiens International SPNS	34	+34	–	$11.3M
75	75 Descartes Systems DSGX $7.58B	32	+32	–	$437M