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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 Progress Software PRGS $1.65B	187	+15	+9%	$1.23B
52	52 Comscore SCOR $57.9M	185	-17	-8%	$1.37B
53	53 8x8 Inc EGHT $295M	175	+8	+5%	$982M
54	EBIX 54 DELISTED Ebix Inc EBIX	173	+4	+2%	$1.21B
55	55 Morningstar MORN $7.84B	172	-2	-1%	$1.32B
56	ZEN 56 DELISTED ZENDESK INC ZEN	169	+18	+12%	$2.52B
57	EPAY 57 DELISTED Bottomline Technologies Inc EPAY	166	+6	+4%	$878M
58	58 OneSpan OSPN $653M	164	+2	+1%	$376M
59	59 SPS Commerce SPSC $3.17B	162	+9	+6%	$1.3B
60	60 HubSpot HUBS $12.1B	160	+22	+16%	$1.85B
61	61 Nice NICE $6.67B	157	+9	+6%	$1.61B
62	62 RingCentral RNG $6.33B	155	-3	-2%	$1.18B
63	63 DELISTED ENVESTNET, INC. ENV	141	+6	+4%	$1.57B
64	64 FIVE9 FIVN $2.55B	140	+16	+13%	$744M
65	65 Pegasystems PEGA $5.76B	136	-17	-11%	$1B
66	66 Paylocity PCTY $8.78B	134	+7	+6%	$1.44B
67	67 Atlassian TEAM $52.9B	131	+21	+19%	$1.81B
68	68 HealthStream HSTM $1.05B	130	-5	-4%	$638M
69	69 DELISTED Brightcove, Inc. BCOV	127	+19	+18%	$309M
70	70 Box BOX $5.37B	127	+17	+15%	$517M
71	71 Q2 Holdings QTWO $3.91B	125	+3	+2%	$1.06B
72	BKI 72 DELISTED Black Knight, Inc. Common Stock BKI	121	+17	+16%	$2.54B
73	NEWR 73 DELISTED New Relic, Inc. NEWR	117	+15	+15%	$1.24B
74	74 WIX.com WIX $3.28B	115	+14	+14%	$1.39B
75	75 Nutanix NTNX $18.5B	109	+109	–	$778M