← All themes

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 Morningstar MORN $7.8B	480	+16	+3%	$8.05B
52	52 Dropbox DBX $7.91B	469	+13	+3%	$5.79B
53	53 monday.com MNDY $4B	468	+36	+8%	$13.2B
54	54 Commault Systems CVLT $6.54B	459	+34	+8%	$7.82B
55	55 UiPath PATH $6.98B	455	+9	+2%	$4.48B
56	56 Bentley Systems BSY $11B	452	+16	+4%	$6.97B
57	57 SPS Commerce SPSC $3.1B	451	+3	+0.7%	$5.19B
58	58 Elastic ESTC $9.92B	446	+14	+3%	$7.37B
59	59 GitLab GTLB $9.16B	422	-7	-2%	$5.93B
60	60 Box BOX $5.36B	416	+24	+6%	$5.31B
61	61 Pegasystems PEGA $5.95B	415	+87	+27%	$5.12B
62	62 Procore PCOR $8.92B	407	+7	+2%	$9.61B
63	63 WIX.com WIX $3.34B	406	-8	-2%	$7.62B
64	64 DELISTED Clearwater Analytics CWAN	398	+28	+8%	$6.18B
65	65 DELISTED Confluent CFLT	396	-4	-1%	$6.56B
66	66 AppFolio APPF $7.67B	385	+4	+1%	$4.73B
67	67 DELISTED Dayforce DAY	383	-14	-4%	$9.36B
68	68 BILL Holdings BILL $3.91B	371	-23	-6%	$4.47B
69	69 Teradata TDC $2.86B	370	+8	+2%	$2.09B
70	70 Nice NICE $6.72B	368	+7	+2%	$5.86B
71	71 Descartes Systems DSGX $7.57B	357	0	0%	$6.91B
72	72 ZoomInfo Technologies GTM $1.17B	353	-7	-2%	$2.77B
73	73 Progress Software PRGS $1.65B	346	+33	+11%	$3.13B
74	74 CCC Intelligent Solutions CCC $4.49B	337	0	0%	$6.41B
75	75 Q2 Holdings QTWO $3.83B	328	-9	-3%	$6.03B