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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	MFGP 51 DELISTED Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP	285	-16	-5%	$1.96B
52	52 Open Text OTEX $6.16B	285	+19	+7%	$7.38B
53	53 Axon Enterprise AXON $33B	279	+10	+4%	$2.62B
54	54 Dropbox DBX $7.99B	278	+10	+4%	$2.94B
55	55 Box BOX $5.4B	270	+13	+5%	$1.88B
56	56 FIVE9 FIVN $2.58B	268	+42	+19%	$3.2B
57	COUP 57 DELISTED Coupa Software Incorporated COUP	264	+24	+10%	$5.6B
58	58 Commault Systems CVLT $6.43B	258	+50	+24%	$2.69B
59	59 DELISTED Vonage Holdings Corporation VG	255	-6	-2%	$2.11B
60	60 Nice NICE $6.77B	249	+15	+6%	$3.44B
61	61 SPS Commerce SPSC $3.14B	247	+15	+6%	$1.82B
62	62 WIX.com WIX $3.35B	247	+16	+7%	$5.21B
63	63 LiveRamp RAMP $2.28B	245	+31	+14%	$3.79B
64	64 Progress Software PRGS $1.66B	243	+15	+7%	$1.85B
65	65 Morningstar MORN $7.82B	236	+14	+6%	$2.34B
66	AYX 66 DELISTED Alteryx Inc AYX	235	+48	+26%	$3.44B
67	67 Blackbaud BLKB $2.31B	234	-4	-2%	$4.05B
68	68 DELISTED ENVESTNET, INC. ENV	228	+19	+9%	$3.04B
69	69 MongoDB MDB $28.9B	228	+40	+21%	$5.36B
70	70 DELISTED Everbridge, Inc. Common Stock EVBG	227	+44	+24%	$2.4B
71	71 Paylocity PCTY $8.77B	225	+37	+20%	$3.06B
72	72 DELISTED CSG Systems International CSGS	223	+15	+7%	$1.42B
73	EPAY 73 DELISTED Bottomline Technologies Inc EPAY	221	-22	-9%	$1.99B
74	74 RELX RELX $67B	214	+22	+11%	$1.19B
75	75 BlackLine BL $1.75B	199	+33	+20%	$2.23B