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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 Morningstar MORN $7.65B	174	-3	-2%	$1.33B
52	52 Progress Software PRGS $1.58B	172	-10	-5%	$1.26B
53	EBIX 53 DELISTED Ebix Inc EBIX	169	+18	+12%	$1.03B
54	54 8x8 Inc EGHT $290M	167	-12	-7%	$946M
55	55 OneSpan OSPN $648M	162	+11	+7%	$338M
56	EPAY 56 DELISTED Bottomline Technologies Inc EPAY	160	+5	+3%	$820M
57	57 RingCentral RNG $6.28B	158	+4	+3%	$971M
58	58 Pegasystems PEGA $5.56B	153	+2	+1%	$877M
59	59 SPS Commerce SPSC $3.07B	153	0	0%	$1.06B
60	ZEN 60 DELISTED ZENDESK INC ZEN	151	+20	+15%	$2.08B
61	61 Nice NICE $6.5B	148	-13	-8%	$1.51B
62	62 HubSpot HUBS $11.3B	138	+7	+5%	$1.37B
63	63 DELISTED ENVESTNET, INC. ENV	135	+6	+5%	$1.44B
64	64 HealthStream HSTM $1.03B	135	+10	+8%	$617M
65	65 Paylocity PCTY $8.44B	127	+10	+9%	$1.46B
66	66 FIVE9 FIVN $2.47B	124	+23	+23%	$524M
67	67 Q2 Holdings QTWO $3.71B	122	+11	+10%	$995M
68	68 Box BOX $5.22B	110	+14	+15%	$305M
69	69 Atlassian TEAM $51.8B	110	+13	+13%	$1.27B
70	70 DELISTED Brightcove, Inc. BCOV	108	+5	+5%	$164M
71	71 DELISTED PROS Holdings PRO	106	+5	+5%	$485M
72	BKI 72 DELISTED Black Knight, Inc. Common Stock BKI	104	+16	+18%	$2.34B
73	73 RELX RELX $64.1B	103	-2	-2%	$492M
74	NEWR 74 DELISTED New Relic, Inc. NEWR	102	+11	+12%	$873M
75	75 WIX.com WIX $3.11B	101	+13	+15%	$839M