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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 SPS Commerce SPSC $3.13B	424	+22	+5%	$6.8B
52	52 Paylocity PCTY $8.82B	418	-17	-4%	$7.8B
53	53 Guidewire Software GWRE $14.4B	404	+19	+5%	$9.72B
54	54 Teradata TDC $2.91B	402	-28	-7%	$3.38B
55	55 DELISTED Confluent CFLT	400	+35	+10%	$6.42B
56	56 monday.com MNDY $3.99B	397	+61	+18%	$8.49B
57	57 DELISTED Aspen Technology Inc AZPN	390	+21	+6%	$6.06B
58	58 DELISTED Dayforce DAY	386	-9	-2%	$11.5B
59	59 Morningstar MORN $7.85B	385	+32	+9%	$7.92B
60	60 Bentley Systems BSY $10.9B	383	+1	+0.3%	$6.2B
61	61 BILL Holdings BILL $4B	376	-35	-9%	$6.55B
62	62 Procore PCOR $8.9B	376	+24	+7%	$9.98B
63	63 WIX.com WIX $3.4B	368	+19	+5%	$6.38B
64	64 AppFolio APPF $7.74B	366	+72	+24%	$4.86B
65	65 GitLab GTLB $9.32B	362	+20	+6%	$6.08B
66	66 Elastic ESTC $10.2B	359	+1	+0.3%	$8.08B
67	67 DELISTED Smartsheet Inc. SMAR	359	-19	-5%	$4.79B
68	68 Box BOX $5.42B	342	+10	+3%	$4.01B
69	69 ZoomInfo Technologies GTM $1.19B	342	+5	+1%	$5.14B
70	70 NCR Voyix VYX $1.04B	340	-23	-6%	$1.81B
71	71 DoubleVerify DV $2.11B	322	+41	+15%	$6.26B
72	72 Samsara IOT $24.9B	318	+65	+26%	$7B
73	73 FIVE9 FIVN $2.62B	311	-37	-11%	$4.69B
74	74 BlackLine BL $1.77B	304	-12	-4%	$4.02B
75	75 Workiva WK $4.2B	303	-21	-6%	$4.03B