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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 $1.21B	189	+5	+3%	$678M
52	52 Box BOX $5.22B	185	+30	+19%	$1.42B
53	53 HubSpot HUBS $11.3B	179	+13	+8%	$2.36B
54	54 RingCentral RNG $6.28B	179	+18	+11%	$2.12B
55	55 8x8 Inc EGHT $290M	175	-8	-4%	$937M
56	EBIX 56 DELISTED Ebix Inc EBIX	174	-15	-8%	$1.06B
57	57 DELISTED Synchronoss Technologies SNCR	173	-60	-26%	$578M
58	ZEN 58 DELISTED ZENDESK INC ZEN	173	+10	+6%	$2.67B
59	59 Pegasystems PEGA $5.56B	172	+18	+12%	$2.02B
60	60 Nice NICE $6.5B	167	+4	+2%	$2.07B
61	EPAY 61 DELISTED Bottomline Technologies Inc EPAY	165	+6	+4%	$949M
62	62 WIX.com WIX $3.11B	163	-1	-0.6%	$2.23B
63	63 FIVE9 FIVN $2.47B	162	+11	+7%	$1.08B
64	NEWR 64 DELISTED New Relic, Inc. NEWR	162	+18	+13%	$1.74B
65	65 SPS Commerce SPSC $3.07B	150	-4	-3%	$1.08B
66	66 Paylocity PCTY $8.44B	149	+23	+18%	$1.42B
67	67 Morningstar MORN $7.65B	147	-23	-14%	$1.3B
68	68 DELISTED ENVESTNET, INC. ENV	145	-12	-8%	$1.68B
69	69 Nutanix NTNX $18.9B	144	+30	+26%	$983M
70	70 Q2 Holdings QTWO $3.71B	144	+2	+1%	$1.41B
71	71 OneSpan OSPN $648M	141	-3	-2%	$307M
72	72 HealthStream HSTM $1.03B	129	+10	+8%	$637M
73	73 Atlassian TEAM $51.8B	129	-3	-2%	$2.61B
74	BKI 74 DELISTED Black Knight, Inc. Common Stock BKI	120	+7	+6%	$2.83B
75	75 RELX RELX $64.1B	111	-2	-2%	$577M