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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	EPAY 51 DELISTED Bottomline Technologies Inc EPAY	148	+10	+7%	$1.05B
52	52 Nice NICE $6.5B	145	+16	+12%	$1.31B
53	53 DELISTED Vonage Holdings Corporation VG	144	+4	+3%	$798M
54	54 SPS Commerce SPSC $3.07B	142	+15	+12%	$1.14B
55	55 8x8 Inc EGHT $290M	141	+6	+4%	$495M
56	56 Morningstar MORN $7.65B	140	-7	-5%	$1.34B
57	57 DELISTED ENVESTNET, INC. ENV	137	-7	-5%	$1.93B
58	EBIX 58 DELISTED Ebix Inc EBIX	135	+6	+5%	$640M
59	59 Pegasystems PEGA $5.56B	125	-10	-7%	$701M
60	60 Calix CALX $2.27B	120	-7	-6%	$285M
61	61 HealthStream HSTM $1.03B	109	-11	-9%	$467M
62	62 DELISTED PROS Holdings PRO	108	-6	-5%	$694M
63	ZEN 63 DELISTED ZENDESK INC ZEN	104	+18	+21%	$1.15B
64	64 RingCentral RNG $6.28B	101	+8	+9%	$608M
65	65 Q2 Holdings QTWO $3.71B	99	+12	+14%	$582M
66	ECOM 66 DELISTED CHANNELADVISOR CORPORATION ECOM	95	-8	-8%	$240M
67	CSLT 67 DELISTED CASTLIGHT HEALTH, INC. CSLT	91	0	0%	$344M
68	LGTY 68 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	89	+4	+5%	$212M
69	69 Paycom PAYC $10.8B	89	+29	+48%	$487M
70	BNFT 70 DELISTED Benefitfocus, Inc. BNFT	88	+15	+21%	$729M
71	71 RELX RELX $64.1B	85	-4	-4%	$295M
72	72 DELISTED Brightcove, Inc. BCOV	84	+9	+12%	$135M
73	73 Paylocity PCTY $8.44B	82	-4	-5%	$727M
74	74 WIX.com WIX $3.11B	79	+16	+25%	$454M
75	MRIN 75 DELISTED Marin Software MRIN	77	0	0%	$98.2M