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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 Dropbox DBX $7.95B	475	+5	+1%	$5.46B
52	52 Morningstar MORN $7.85B	474	+23	+5%	$5.27B
53	53 Pegasystems PEGA $5.91B	473	+47	+11%	$5.82B
54	54 Paylocity PCTY $8.82B	465	-20	-4%	$6.6B
55	55 Procore PCOR $8.9B	457	+49	+12%	$10.5B
56	56 DELISTED Dayforce DAY	456	+59	+15%	$11.7B
57	57 Elastic ESTC $10.2B	444	+6	+1%	$6.71B
58	58 GitLab GTLB $9.32B	437	+12	+3%	$5.07B
59	59 DELISTED Confluent CFLT	426	+41	+11%	$8.73B
60	60 Box BOX $5.42B	411	+3	+0.7%	$4.33B
61	61 monday.com MNDY $3.99B	405	-23	-5%	$5.86B
62	62 AppFolio APPF $7.74B	403	-9	-2%	$4.88B
63	63 Teradata TDC $2.91B	403	+38	+10%	$2.89B
64	64 Commault Systems CVLT $6.59B	390	-56	-13%	$5.5B
65	65 Zeta Global ZETA $8.42B	387	+28	+8%	$3.66B
66	66 DELISTED Clearwater Analytics CWAN	384	+55	+17%	$7.55B
67	67 WIX.com WIX $3.4B	370	-57	-13%	$5.51B
68	68 SPS Commerce SPSC $3.13B	367	-36	-9%	$3.42B
69	69 BILL Holdings BILL $4B	365	0	0%	$5.95B
70	70 Nice NICE $6.73B	362	-16	-4%	$3.4B
71	71 ZoomInfo Technologies GTM $1.19B	360	+7	+2%	$2.78B
72	72 Descartes Systems DSGX $7.58B	352	-22	-6%	$5.72B
73	73 Q2 Holdings QTWO $3.88B	349	+21	+6%	$4.8B
74	74 Workiva WK $4.2B	348	+35	+11%	$4.32B
75	75 CCC Intelligent Solutions CCC $4.49B	346	-8	-2%	$5.49B