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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 Nice NICE $6.73B	160	+15	+10%	$1.33B
52	EPAY 52 DELISTED Bottomline Technologies Inc EPAY	155	+7	+5%	$1.08B
53	53 DELISTED Vonage Holdings Corporation VG	155	+11	+8%	$802M
54	EBIX 54 DELISTED Ebix Inc EBIX	149	+14	+10%	$687M
55	55 DELISTED ENVESTNET, INC. ENV	144	+7	+5%	$1.39B
56	56 8x8 Inc EGHT $299M	139	-2	-1%	$523M
57	57 Morningstar MORN $7.85B	137	-3	-2%	$1.42B
58	58 SPS Commerce SPSC $3.13B	137	-5	-4%	$1.12B
59	59 Paycom PAYC $11.4B	134	+45	+51%	$776M
60	60 Pegasystems PEGA $5.91B	130	+5	+4%	$734M
61	61 HealthStream HSTM $1.03B	129	+20	+18%	$689M
62	62 RingCentral RNG $6.68B	122	+21	+21%	$802M
63	ZEN 63 DELISTED ZENDESK INC ZEN	117	+13	+13%	$1.24B
64	64 Q2 Holdings QTWO $3.88B	107	+8	+8%	$834M
65	65 Calix CALX $2.34B	102	-18	-15%	$255M
66	66 Paylocity PCTY $8.82B	102	+20	+24%	$890M
67	67 DELISTED PROS Holdings PRO	102	-6	-6%	$630M
68	CSLT 68 DELISTED CASTLIGHT HEALTH, INC. CSLT	101	+10	+11%	$336M
69	69 HubSpot HUBS $11.9B	95	+21	+28%	$1.19B
70	BKI 70 DELISTED Black Knight, Inc. Common Stock BKI	94	+94	–	$1.82B
71	ECOM 71 DELISTED CHANNELADVISOR CORPORATION ECOM	89	-6	-6%	$284M
72	72 DELISTED Brightcove, Inc. BCOV	88	+4	+5%	$125M
73	BNFT 73 DELISTED Benefitfocus, Inc. BNFT	85	-3	-3%	$868M
74	74 Box BOX $5.42B	84	+14	+20%	$158M
75	LGTY 75 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	84	-5	-6%	$198M