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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 Veeva Systems VEEV $50B	163	-1	-0.6%	$1.79B
52	52 Morningstar MORN $7.85B	156	+19	+14%	$1.42B
53	53 Nice NICE $6.67B	156	-4	-3%	$1.15B
54	54 Paycom PAYC $11.1B	147	+13	+10%	$1.09B
55	EBIX 55 DELISTED Ebix Inc EBIX	143	-6	-4%	$574M
56	EPAY 56 DELISTED Bottomline Technologies Inc EPAY	142	-13	-8%	$968M
57	57 SPS Commerce SPSC $3.17B	142	+5	+4%	$1.18B
58	58 8x8 Inc EGHT $296M	140	+1	+0.7%	$482M
59	59 Pegasystems PEGA $5.8B	140	+10	+8%	$794M
60	60 RingCentral RNG $6.33B	136	+14	+11%	$820M
61	61 DELISTED ENVESTNET, INC. ENV	131	-13	-9%	$1.16B
62	62 HealthStream HSTM $1.05B	130	+1	+0.8%	$493M
63	63 Q2 Holdings QTWO $3.9B	127	+20	+19%	$783M
64	64 Calix CALX $2.33B	114	+12	+12%	$253M
65	65 Paylocity PCTY $8.79B	114	+12	+12%	$848M
66	66 HubSpot HUBS $12.1B	111	+16	+17%	$1.19B
67	ZEN 67 DELISTED ZENDESK INC ZEN	109	-8	-7%	$1.14B
68	68 DELISTED PROS Holdings PRO	99	-3	-3%	$661M
69	69 Box BOX $5.37B	96	+12	+14%	$192M
70	CSLT 70 DELISTED CASTLIGHT HEALTH, INC. CSLT	96	-5	-5%	$178M
71	BKI 71 DELISTED Black Knight, Inc. Common Stock BKI	94	0	0%	$1.95B
72	LGTY 72 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	91	+7	+8%	$199M
73	NEWR 73 DELISTED New Relic, Inc. NEWR	90	+15	+20%	$731M
74	74 RELX RELX $66.7B	90	+13	+17%	$371M
75	75 WIX.com WIX $3.3B	88	+5	+6%	$423M