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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 Donnelley Financial Solutions DFIN $1.26B	184	-27	-13%	$425M
52	52 8x8 Inc EGHT $298M	183	-5	-3%	$967M
53	53 DELISTED Vonage Holdings Corporation VG	183	-18	-9%	$1.11B
54	54 Axon Enterprise AXON $33.9B	172	-34	-17%	$966M
55	55 Morningstar MORN $7.85B	170	-1	-0.6%	$1.32B
56	56 HubSpot HUBS $11.9B	166	+1	+0.6%	$2.05B
57	57 WIX.com WIX $3.4B	164	+22	+15%	$2.38B
58	58 Nice NICE $6.73B	163	+2	+1%	$1.75B
59	ZEN 59 DELISTED ZENDESK INC ZEN	163	+6	+4%	$2.52B
60	60 RingCentral RNG $6.68B	161	-1	-0.6%	$1.52B
61	EPAY 61 DELISTED Bottomline Technologies Inc EPAY	159	+4	+3%	$890M
62	62 DELISTED ENVESTNET, INC. ENV	157	+5	+3%	$1.4B
63	63 Box BOX $5.42B	155	+11	+8%	$769M
64	64 Pegasystems PEGA $5.91B	154	-1	-0.6%	$1.51B
65	65 SPS Commerce SPSC $3.12B	154	-8	-5%	$992M
66	66 FIVE9 FIVN $2.62B	151	+2	+1%	$806M
67	NEWR 67 DELISTED New Relic, Inc. NEWR	144	+6	+4%	$1.4B
68	68 OneSpan OSPN $657M	144	-12	-8%	$291M
69	69 Q2 Holdings QTWO $3.88B	142	+13	+10%	$1.33B
70	70 Atlassian TEAM $54.9B	132	-4	-3%	$2.15B
71	71 Paylocity PCTY $8.82B	126	-11	-8%	$1.25B
72	72 HealthStream HSTM $1.03B	119	-8	-6%	$595M
73	73 Nutanix NTNX $18.9B	114	+7	+7%	$519M
74	BKI 74 DELISTED Black Knight, Inc. Common Stock BKI	113	0	0%	$2.68B
75	75 RELX RELX $66.7B	113	-1	-0.9%	$526M