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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 DELISTED CSG Systems International CSGS	188	-11	-6%	$1.25B
52	52 8x8 Inc EGHT $296M	185	+10	+6%	$892M
53	53 Pegasystems PEGA $5.76B	182	+10	+6%	$2.07B
54	54 Box BOX $5.37B	181	-4	-2%	$1.65B
55	55 RingCentral RNG $6.34B	180	+1	+0.6%	$2.49B
56	56 HubSpot HUBS $12.1B	179	0	0%	$2.97B
57	57 Nutanix NTNX $18.5B	178	+34	+24%	$1.23B
58	58 Donnelley Financial Solutions DFIN $1.25B	174	-15	-8%	$641M
59	NEWR 59 DELISTED New Relic, Inc. NEWR	172	+10	+6%	$2.11B
60	EBIX 60 DELISTED Ebix Inc EBIX	170	-4	-2%	$1.29B
61	61 DELISTED ENVESTNET, INC. ENV	170	+25	+17%	$2.16B
62	ZEN 62 DELISTED ZENDESK INC ZEN	167	-6	-3%	$2.83B
63	EPAY 63 DELISTED Bottomline Technologies Inc EPAY	166	+1	+0.6%	$1.26B
64	64 Nice NICE $6.67B	165	-2	-1%	$2.2B
65	65 DELISTED Synchronoss Technologies SNCR	165	-8	-5%	$310M
66	66 SPS Commerce SPSC $3.17B	161	+11	+7%	$950M
67	67 Morningstar MORN $7.84B	153	+6	+4%	$1.42B
68	68 Q2 Holdings QTWO $3.91B	152	+8	+6%	$1.59B
69	69 FIVE9 FIVN $2.55B	151	-11	-7%	$1.24B
70	70 Paylocity PCTY $8.78B	150	+1	+0.7%	$1.53B
71	71 Atlassian TEAM $52.9B	145	+16	+12%	$2.8B
72	72 OneSpan OSPN $653M	143	+2	+1%	$259M
73	BKI 73 DELISTED Black Knight, Inc. Common Stock BKI	141	+21	+18%	$1.76B
74	74 HealthStream HSTM $1.05B	132	+3	+2%	$555M
75	75 WIX.com WIX $3.29B	130	-33	-20%	$2.6B