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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 $7.85B	147	+12	+9%	$1.16B
52	52 DELISTED ENVESTNET, INC. ENV	144	+14	+11%	$1.62B
53	53 DELISTED Vonage Holdings Corporation VG	140	+3	+2%	$584M
54	EPAY 54 DELISTED Bottomline Technologies Inc EPAY	138	-6	-4%	$979M
55	55 8x8 Inc EGHT $299M	135	-6	-4%	$546M
56	56 Pegasystems PEGA $5.91B	135	-6	-4%	$674M
57	EBIX 57 DELISTED Ebix Inc EBIX	129	+7	+6%	$420M
58	58 Nice NICE $6.73B	129	+15	+13%	$1.11B
59	59 Calix CALX $2.34B	127	+6	+5%	$346M
60	60 SPS Commerce SPSC $3.13B	127	+10	+9%	$956M
61	61 HealthStream HSTM $1.03B	120	+12	+11%	$538M
62	62 DELISTED PROS Holdings PRO	114	+16	+16%	$739M
63	ECOM 63 DELISTED CHANNELADVISOR CORPORATION ECOM	103	-5	-5%	$532M
64	64 RingCentral RNG $6.68B	93	0	0%	$502M
65	CSLT 65 DELISTED CASTLIGHT HEALTH, INC. CSLT	91	-1	-1%	$520M
66	66 RELX RELX $66.7B	89	+5	+6%	$285M
67	67 Q2 Holdings QTWO $3.88B	87	+26	+43%	$287M
68	68 Paylocity PCTY $8.82B	86	+23	+37%	$374M
69	ZEN 69 DELISTED ZENDESK INC ZEN	86	+22	+34%	$950M
70	LGTY 70 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	85	-7	-8%	$184M
71	MRIN 71 DELISTED Marin Software MRIN	77	-2	-3%	$137M
72	72 DELISTED Brightcove, Inc. BCOV	75	-12	-14%	$153M
73	73 Agilysys AGYS $3.2B	74	-7	-9%	$242M
74	BNFT 74 DELISTED Benefitfocus, Inc. BNFT	73	+3	+4%	$669M
75	75 DELISTED MODEL N, INC. MODN	69	+6	+10%	$166M