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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 Morningstar MORN $7.65B	139	-8	-5%	$1.31B
52	52 Comscore SCOR $58M	137	+2	+1%	$1.13B
53	EBIX 53 DELISTED Ebix Inc EBIX	134	+8	+6%	$387M
54	54 SPS Commerce SPSC $3.07B	126	-5	-4%	$1.07B
55	55 DELISTED ENVESTNET, INC. ENV	125	-3	-2%	$1.54B
56	56 Nice NICE $6.5B	121	-22	-15%	$921M
57	57 Calix CALX $2.27B	115	+3	+3%	$279M
58	58 OneSpan OSPN $648M	115	+21	+22%	$233M
59	ECOM 59 DELISTED CHANNELADVISOR CORPORATION ECOM	112	-4	-3%	$626M
60	60 HealthStream HSTM $1.03B	103	-8	-7%	$439M
61	61 Veeva Systems VEEV $48.1B	100	-4	-4%	$1.23B
62	62 DELISTED Brightcove, Inc. BCOV	97	-10	-9%	$217M
63	63 DELISTED PROS Holdings PRO	97	-17	-15%	$667M
64	LGTY 64 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	94	-4	-4%	$196M
65	65 Agilysys AGYS $3.03B	90	+9	+11%	$259M
66	CSLT 66 DELISTED CASTLIGHT HEALTH, INC. CSLT	90	+12	+15%	$549M
67	67 RingCentral RNG $6.28B	83	+9	+12%	$363M
68	MRIN 68 DELISTED Marin Software MRIN	79	+10	+14%	$181M
69	69 RELX RELX $64.1B	73	-3	-4%	$299M
70	70 Paylocity PCTY $8.44B	68	+57	+518%	$197M
71	71 DELISTED MODEL N, INC. MODN	65	+10	+18%	$144M
72	BNFT 72 DELISTED Benefitfocus, Inc. BNFT	64	-3	-4%	$902M
73	73 Descartes Systems DSGX $7.3B	61	+10	+20%	$866M
74	74 WIX.com WIX $3.11B	61	+9	+17%	$430M
75	ZEN 75 DELISTED ZENDESK INC ZEN	59	+59	–	$429M