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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	AVLR 51 DELISTED Avalara, Inc. AVLR	402	-1	-0.2%	$12.6B
52	52 Axon Enterprise AXON $33.2B	401	-7	-2%	$8.87B
53	53 FIVE9 FIVN $2.47B	398	+6	+2%	$12.3B
54	54 NCR Voyix VYX $950M	397	+33	+9%	$5.45B
55	55 DELISTED Vimeo VMEO	377	+377	–	$6.33B
56	56 Guidewire Software GWRE $13.5B	372	-7	-2%	$9.53B
57	57 Thomson Reuters TRI $45.7B	371	+6	+2%	$11.1B
58	58 Dynatrace DT $18.4B	368	0	0%	$15.7B
59	59 Teradata TDC $2.78B	352	+15	+4%	$5.04B
60	60 BILL Holdings BILL $3.77B	346	+34	+11%	$15.2B
61	61 Elastic ESTC $9.67B	343	+4	+1%	$10.1B
62	62 Manhattan Associates MANH $12.8B	340	+21	+7%	$8.96B
63	63 BlackLine BL $1.7B	338	-16	-5%	$6.35B
64	AYX 64 DELISTED Alteryx Inc AYX	326	-16	-5%	$3.9B
65	65 DELISTED Smartsheet Inc. SMAR	319	+41	+15%	$8.07B
66	66 Nutanix NTNX $18.9B	316	+36	+13%	$6.06B
67	67 Nice NICE $6.5B	308	-30	-9%	$9.84B
68	68 Paylocity PCTY $8.44B	301	-6	-2%	$7.27B
69	69 Morningstar MORN $7.65B	295	-13	-4%	$5.62B
70	70 Clarivate CLVT $1.03B	289	+100	+53%	$12.8B
71	71 DELISTED Everbridge, Inc. Common Stock EVBG	286	-19	-6%	$5.49B
72	72 Appian APPN $2.75B	284	-39	-12%	$3.83B
73	73 DELISTED Dayforce DAY	284	-1	-0.4%	$14.9B
74	PLAN 74 DELISTED Anaplan, Inc. PLAN	282	-22	-7%	$7.1B
75	75 Box BOX $5.22B	281	-23	-8%	$3.31B