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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 OneSpan OSPN $654M	177	+3	+2%	$437M
52	52 Comscore SCOR $57.7M	177	-13	-7%	$1.48B
53	53 LiveRamp RAMP $2.28B	173	+6	+4%	$1.59B
54	54 Nice NICE $6.72B	158	+2	+1%	$1.33B
55	55 8x8 Inc EGHT $296M	154	+14	+10%	$697M
56	56 RingCentral RNG $6.48B	154	+18	+13%	$1.14B
57	EBIX 57 DELISTED Ebix Inc EBIX	149	+6	+4%	$742M
58	EPAY 58 DELISTED Bottomline Technologies Inc EPAY	149	+7	+5%	$1.18B
59	59 Pegasystems PEGA $5.86B	149	+9	+6%	$887M
60	60 SPS Commerce SPSC $3.09B	149	+7	+5%	$1.2B
61	61 DELISTED ENVESTNET, INC. ENV	140	+9	+7%	$1.25B
62	ZEN 62 DELISTED ZENDESK INC ZEN	139	+30	+28%	$1.74B
63	63 HealthStream HSTM $1.04B	124	-6	-5%	$497M
64	64 HubSpot HUBS $11.9B	124	+13	+12%	$1.53B
65	65 Paylocity PCTY $8.79B	122	+8	+7%	$1.18B
66	66 Q2 Holdings QTWO $3.84B	120	-7	-6%	$862M
67	NEWR 67 DELISTED New Relic, Inc. NEWR	107	+17	+19%	$793M
68	68 Calix CALX $2.32B	105	-9	-8%	$255M
69	LGTY 69 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	104	+13	+14%	$216M
70	ECOM 70 DELISTED CHANNELADVISOR CORPORATION ECOM	103	+16	+18%	$303M
71	71 Atlassian TEAM $53.7B	100	+100	–	$999M
72	72 RELX RELX $66.7B	98	+8	+9%	$451M
73	73 Descartes Systems DSGX $7.57B	97	+10	+11%	$1.31B
74	74 DELISTED PROS Holdings PRO	97	-2	-2%	$689M
75	CSLT 75 DELISTED CASTLIGHT HEALTH, INC. CSLT	96	0	0%	$222M