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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	ZEN 51 DELISTED ZENDESK INC ZEN	276	+19	+7%	$7.19B
52	52 Axon Enterprise AXON $33.2B	271	-1	-0.4%	$3.16B
53	53 Open Text OTEX $6.05B	267	+9	+3%	$7.17B
54	54 Blackbaud BLKB $2.22B	265	-4	-1%	$5.19B
55	EPAY 55 DELISTED Bottomline Technologies Inc EPAY	255	+15	+6%	$2.78B
56	56 HubSpot HUBS $11.3B	250	+13	+5%	$5.6B
57	57 Progress Software PRGS $1.58B	234	-4	-2%	$1.52B
58	58 FIVE9 FIVN $2.47B	233	+24	+11%	$2.53B
59	59 DocuSign DOCU $14.1B	230	+50	+28%	$3.32B
60	60 Morningstar MORN $7.65B	229	+31	+16%	$2.21B
61	61 Dropbox DBX $7.75B	228	+42	+23%	$2.37B
62	62 Nice NICE $6.5B	227	+8	+4%	$3.15B
63	COUP 63 DELISTED Coupa Software Incorporated COUP	222	+33	+17%	$4.5B
64	64 DELISTED ENVESTNET, INC. ENV	215	+2	+0.9%	$2.76B
65	65 Commault Systems CVLT $6.4B	214	-3	-1%	$2.96B
66	66 DELISTED CSG Systems International CSGS	213	-2	-0.9%	$1.35B
67	67 SPS Commerce SPSC $3.07B	205	+13	+7%	$1.64B
68	68 Paylocity PCTY $8.44B	204	+34	+20%	$2.73B
69	69 RELX RELX $64.1B	203	+59	+41%	$994M
70	70 WIX.com WIX $3.11B	203	+11	+6%	$4.86B
71	EBIX 71 DELISTED Ebix Inc EBIX	195	+5	+3%	$1.79B
72	72 LiveRamp RAMP $2.29B	195	-21	-10%	$3.53B
73	73 8x8 Inc EGHT $290M	190	+9	+5%	$1.46B
74	74 BlackLine BL $1.7B	181	+25	+16%	$2.54B
75	75 Q2 Holdings QTWO $3.71B	173	-8	-4%	$2.52B