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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 LiveRamp RAMP $2.29B	179	+6	+3%	$1.63B
52	52 Morningstar MORN $7.65B	177	0	0%	$1.47B
53	53 Nice NICE $6.5B	161	+3	+2%	$1.57B
54	EPAY 54 DELISTED Bottomline Technologies Inc EPAY	155	+6	+4%	$1.27B
55	55 Paycom PAYC $10.8B	155	-24	-13%	$1.51B
56	56 RingCentral RNG $6.28B	154	0	0%	$781M
57	57 SPS Commerce SPSC $3.07B	153	+4	+3%	$747M
58	EBIX 58 DELISTED Ebix Inc EBIX	151	+2	+1%	$905M
59	59 OneSpan OSPN $648M	151	-26	-15%	$314M
60	60 Pegasystems PEGA $5.56B	151	+2	+1%	$814M
61	61 HubSpot HUBS $11.3B	131	+7	+6%	$1.35B
62	ZEN 62 DELISTED ZENDESK INC ZEN	131	-8	-6%	$1.53B
63	63 DELISTED ENVESTNET, INC. ENV	129	-11	-8%	$1.17B
64	64 HealthStream HSTM $1.03B	125	+1	+0.8%	$503M
65	65 Paylocity PCTY $8.44B	117	-5	-4%	$1.05B
66	66 Q2 Holdings QTWO $3.71B	111	-9	-8%	$823M
67	67 RELX RELX $64.1B	105	+7	+7%	$490M
68	68 DELISTED Brightcove, Inc. BCOV	103	+9	+10%	$116M
69	69 FIVE9 FIVN $2.47B	101	+20	+25%	$308M
70	70 DELISTED PROS Holdings PRO	101	+4	+4%	$325M
71	71 Atlassian TEAM $51.8B	97	-3	-3%	$954M
72	72 Box BOX $5.22B	96	+3	+3%	$311M
73	ECOM 73 DELISTED CHANNELADVISOR CORPORATION ECOM	96	-7	-7%	$241M
74	LGTY 74 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	95	-9	-9%	$193M
75	75 Descartes Systems DSGX $7.3B	93	-4	-4%	$1.24B