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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 8x8 Inc EGHT $290M	188	+13	+7%	$881M
52	EBIX 52 DELISTED Ebix Inc EBIX	186	+13	+8%	$1.17B
53	53 Paycom PAYC $10.8B	186	-14	-7%	$2.42B
54	54 Progress Software PRGS $1.58B	182	-5	-3%	$1.44B
55	55 Comscore SCOR $58M	176	-9	-5%	$1.45B
56	56 Morningstar MORN $7.65B	171	-1	-0.6%	$1.22B
57	57 HubSpot HUBS $11.3B	165	+5	+3%	$1.53B
58	58 RingCentral RNG $6.28B	162	+7	+5%	$1.04B
59	59 SPS Commerce SPSC $3.07B	162	0	0%	$1.23B
60	60 Nice NICE $6.5B	161	+4	+3%	$1.66B
61	ZEN 61 DELISTED ZENDESK INC ZEN	157	-12	-7%	$1.83B
62	62 OneSpan OSPN $648M	156	-8	-5%	$298M
63	EPAY 63 DELISTED Bottomline Technologies Inc EPAY	155	-11	-7%	$938M
64	64 Pegasystems PEGA $5.56B	155	+19	+14%	$1.24B
65	65 DELISTED ENVESTNET, INC. ENV	152	+11	+8%	$1.54B
66	66 FIVE9 FIVN $2.47B	149	+9	+6%	$684M
67	67 Box BOX $5.22B	144	+17	+13%	$536M
68	68 WIX.com WIX $3.11B	142	+27	+23%	$1.5B
69	NEWR 69 DELISTED New Relic, Inc. NEWR	138	+21	+18%	$1.02B
70	70 Paylocity PCTY $8.44B	137	+3	+2%	$972M
71	71 Atlassian TEAM $51.8B	136	+5	+4%	$1.62B
72	72 Q2 Holdings QTWO $3.71B	129	+4	+3%	$1.08B
73	73 DELISTED Brightcove, Inc. BCOV	127	0	0%	$202M
74	74 HealthStream HSTM $1.03B	127	-3	-2%	$598M
75	75 RELX RELX $64.1B	114	+9	+9%	$471M