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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
PCTY icon
51
Paylocity
PCTY
$8.82B
457 +24 +6% $8.54B
DBX icon
52
Dropbox
DBX
$7.95B
454 +30 +7% $6.85B
MORN icon
53
Morningstar
MORN
$7.85B
450 +40 +10% $8.67B
AZPN icon
54
DELISTED
Aspen Technology Inc
AZPN
449 +25 +6% $6.92B
MNDY icon
55
monday.com
MNDY
$3.99B
439 +37 +9% $9.38B
CVLT icon
56
Commault Systems
CVLT
$6.59B
437 +23 +6% $6.39B
BSY icon
57
Bentley Systems
BSY
$10.9B
434 +21 +5% $5.66B
IOT icon
58
Samsara
IOT
$24.9B
434 +48 +12% $10.7B
WIX icon
59
WIX.com
WIX
$3.4B
429 +41 +11% $10.1B
ESTC icon
60
Elastic
ESTC
$10.2B
424 +54 +15% $8.35B
BILL icon
61
BILL Holdings
BILL
$4B
412 +69 +20% $8.03B
GTLB icon
62
GitLab
GTLB
$9.32B
412 +17 +4% $6.7B
NICE icon
63
Nice
NICE
$6.73B
407 +10 +3% $6.69B
PCOR icon
64
Procore
PCOR
$8.9B
401 +27 +7% $10.3B
BOX icon
65
Box
BOX
$5.42B
400 +5 +1% $4.64B
DAY icon
66
DELISTED
Dayforce
DAY
395 +35 +10% $13.2B
APPF icon
67
AppFolio
APPF
$7.74B
388 +4 +1% $4.7B
CFLT icon
68
DELISTED
Confluent
CFLT
386 +43 +13% $6.44B
TDC icon
69
Teradata
TDC
$2.91B
385 +13 +3% $2.78B
DSGX icon
70
Descartes Systems
DSGX
$7.58B
372 +30 +9% $7.79B
SMAR icon
71
DELISTED
Smartsheet Inc.
SMAR
368 -43 -10% $7.78B
CWAN icon
72
DELISTED
Clearwater Analytics
CWAN
353 +88 +33% $6.15B
QTWO icon
73
Q2 Holdings
QTWO
$3.88B
337 +44 +15% $6.28B
GTM icon
74
ZoomInfo Technologies
GTM
$1.19B
332 +9 +3% $3.16B
PRGS icon
75
Progress Software
PRGS
$1.67B
331 +3 +0.9% $3.24B
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