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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 Dropbox DBX $7.9B	268	+40	+18%	$2.68B
52	52 Open Text OTEX $6.16B	266	-1	-0.4%	$6.28B
53	53 DELISTED Vonage Holdings Corporation VG	261	-23	-8%	$1.8B
54	54 DocuSign DOCU $14.3B	259	+29	+13%	$3.67B
55	55 Box BOX $5.36B	257	-19	-7%	$1.62B
56	56 HubSpot HUBS $11.8B	250	0	0%	$4.82B
57	EPAY 57 DELISTED Bottomline Technologies Inc EPAY	243	-12	-5%	$1.85B
58	COUP 58 DELISTED Coupa Software Incorporated COUP	240	+18	+8%	$3.69B
59	59 Blackbaud BLKB $2.27B	238	-27	-10%	$3.18B
60	60 Nice NICE $6.71B	234	+7	+3%	$2.99B
61	61 SPS Commerce SPSC $3.1B	232	+27	+13%	$1.39B
62	62 WIX.com WIX $3.29B	231	+28	+14%	$3.74B
63	63 Progress Software PRGS $1.65B	228	-6	-3%	$1.53B
64	64 FIVE9 FIVN $2.62B	226	-7	-3%	$2.61B
65	65 Morningstar MORN $7.78B	222	-7	-3%	$1.99B
66	66 LiveRamp RAMP $2.28B	214	+19	+10%	$2.9B
67	67 DELISTED ENVESTNET, INC. ENV	209	-6	-3%	$2.22B
68	68 DELISTED CSG Systems International CSGS	208	-5	-2%	$1.06B
69	69 Commault Systems CVLT $6.5B	208	-6	-3%	$2.49B
70	70 RELX RELX $66.6B	192	-11	-5%	$1.05B
71	EBIX 71 DELISTED Ebix Inc EBIX	191	-4	-2%	$1.01B
72	72 MongoDB MDB $29B	188	+27	+17%	$2.86B
73	73 Paylocity PCTY $8.79B	188	-16	-8%	$2.08B
74	AYX 74 DELISTED Alteryx Inc AYX	187	+15	+9%	$2.14B
75	75 DELISTED Everbridge, Inc. Common Stock EVBG	183	+21	+13%	$1.6B