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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 DELISTED Vonage Holdings Corporation VG	134	+2	+2%	$444M
52	52 Axon Enterprise AXON $32.8B	132	+4	+3%	$447M
53	EBIX 53 DELISTED Ebix Inc EBIX	130	-14	-10%	$300M
54	54 Pegasystems PEGA $5.9B	129	0	0%	$622M
55	55 Calix CALX $2.31B	124	+14	+13%	$394M
56	56 HealthStream HSTM $1.03B	119	+18	+18%	$676M
57	57 DELISTED PROS Holdings PRO	119	-3	-2%	$849M
58	58 8x8 Inc EGHT $296M	118	+11	+10%	$354M
59	59 DELISTED Brightcove, Inc. BCOV	103	+5	+5%	$216M
60	60 DELISTED ENVESTNET, INC. ENV	99	+7	+8%	$669M
61	61 OneSpan OSPN $653M	95	-5	-5%	$164M
62	LGTY 62 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	84	-5	-6%	$160M
63	63 Agilysys AGYS $3.18B	79	-4	-5%	$218M
64	ECOM 64 DELISTED CHANNELADVISOR CORPORATION ECOM	69	+17	+33%	$316M
65	65 RELX RELX $66.7B	68	0	0%	$250M
66	MRIN 66 DELISTED Marin Software MRIN	61	+8	+15%	$160M
67	MTBL 67 DELISTED Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares) MTBL	57	+2	+4%	$28.4M
68	68 DELISTED MODEL N, INC. MODN	54	+3	+6%	$90.8M
69	69 NRC Health Common Stock NRC $468M	53	-4	-7%	$82.8M
70	70 Digimarc Corp DMRC $146M	49	+2	+4%	$62.5M
71	71 NetSol Technologies NTWK $77.3M	43	+4	+10%	$32M
72	72 Descartes Systems DSGX $7.56B	37	+5	+16%	$525M
73	73 DELISTED Sapiens International SPNS	37	+3	+9%	$13.1M
74	74 Smith Micro Software SMSI $12.7M	33	-8	-20%	$7.48M
75	MIXT 75 DELISTED MIX TELEMATICS LIMITED MIXT	30	+30	–	$98.2M