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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 Guidewire Software GWRE $14.4B	409	+31	+8%	$11B
52	52 FIVE9 FIVN $2.62B	404	+42	+12%	$11.5B
53	53 WIX.com WIX $3.4B	388	+27	+7%	$11.7B
54	AYX 54 DELISTED Alteryx Inc AYX	384	+19	+5%	$6.14B
55	55 Axon Enterprise AXON $33.9B	382	+46	+14%	$6.27B
56	56 BlackLine BL $1.77B	353	+57	+19%	$7.31B
57	57 Thomson Reuters TRI $46.7B	349	+29	+9%	$8.38B
58	58 NCR Voyix VYX $1.04B	346	+37	+12%	$4.46B
59	59 Nice NICE $6.73B	345	+40	+13%	$10.9B
60	60 Dynatrace DT $18.4B	342	+27	+9%	$11.8B
61	PLAN 61 DELISTED Anaplan, Inc. PLAN	328	+55	+20%	$9.89B
62	62 Elastic ESTC $10.2B	326	+44	+16%	$9.84B
63	63 Paylocity PCTY $8.82B	318	+28	+10%	$7.6B
64	64 DELISTED Smartsheet Inc. SMAR	315	+40	+15%	$7.55B
65	65 Manhattan Associates MANH $13.2B	309	+27	+10%	$6.8B
66	66 Appian APPN $3.14B	302	+88	+41%	$4.85B
67	67 Morningstar MORN $7.85B	301	+32	+12%	$4.91B
68	68 DELISTED Everbridge, Inc. Common Stock EVBG	299	+5	+2%	$5.82B
69	69 Nutanix NTNX $18.9B	297	+19	+7%	$4.51B
70	70 Teradata TDC $2.91B	296	-9	-3%	$2.61B
71	71 SPS Commerce SPSC $3.13B	290	+29	+11%	$3.78B
72	72 Box BOX $5.42B	289	-5	-2%	$2.33B
73	73 DELISTED Dayforce DAY	287	+44	+18%	$16B
74	74 BILL Holdings BILL $4B	286	+40	+16%	$10.5B
75	75 DELISTED ENVESTNET, INC. ENV	286	+13	+5%	$4.54B