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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 Vonage Holdings Corporation VG	259	-13	-5%	$2.66B
52	52 Open Text OTEX $6.25B	258	-4	-2%	$6.73B
53	ZEN 53 DELISTED ZENDESK INC ZEN	257	+25	+11%	$5.4B
54	EPAY 54 DELISTED Bottomline Technologies Inc EPAY	240	+8	+3%	$2B
55	55 Progress Software PRGS $1.67B	238	-20	-8%	$1.65B
56	56 HubSpot HUBS $11.9B	237	+18	+8%	$4.73B
57	57 Atlassian TEAM $55B	229	+7	+3%	$6.21B
58	58 Nice NICE $6.73B	219	+13	+6%	$2.87B
59	59 Commault Systems CVLT $6.59B	217	+22	+11%	$2.71B
60	60 LiveRamp RAMP $2.28B	216	+16	+8%	$2.21B
61	61 DELISTED CSG Systems International CSGS	215	+5	+2%	$1.34B
62	62 DELISTED ENVESTNET, INC. ENV	213	+10	+5%	$2.44B
63	63 FIVE9 FIVN $2.62B	209	+26	+14%	$1.95B
64	64 Pegasystems PEGA $5.91B	199	+1	+0.5%	$1.97B
65	65 Morningstar MORN $7.85B	198	+21	+12%	$2.2B
66	66 SPS Commerce SPSC $3.13B	192	+22	+13%	$1.22B
67	67 WIX.com WIX $3.4B	192	+45	+31%	$4.16B
68	EBIX 68 DELISTED Ebix Inc EBIX	190	+1	+0.5%	$1.64B
69	COUP 69 DELISTED Coupa Software Incorporated COUP	189	+32	+20%	$3.5B
70	70 Dropbox DBX $7.95B	186	+18	+11%	$2.2B
71	71 8x8 Inc EGHT $299M	181	+5	+3%	$1.39B
72	72 Q2 Holdings QTWO $3.88B	181	+13	+8%	$2.3B
73	73 DocuSign DOCU $14.5B	180	+180	–	$2.9B
74	74 Donnelley Financial Solutions DFIN $1.26B	174	0	0%	$525M
75	75 Paylocity PCTY $8.82B	170	+7	+4%	$2.04B