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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 Morningstar MORN $7.85B	447	-27	-6%	$3.99B
52	52 Paylocity PCTY $8.82B	447	-18	-4%	$4.82B
53	53 Bentley Systems BSY $10.9B	444	-46	-9%	$5.31B
54	54 Procore PCOR $8.9B	432	-25	-5%	$8.67B
55	55 Dropbox DBX $7.95B	427	-48	-10%	$4.19B
56	56 Teradata TDC $2.91B	424	+21	+5%	$2.8B
57	57 Zeta Global ZETA $8.42B	400	+13	+3%	$2.88B
58	58 AppFolio APPF $7.74B	399	-4	-1%	$3.41B
59	59 Box BOX $5.42B	399	-12	-3%	$3.31B
60	60 Commault Systems CVLT $6.59B	383	-7	-2%	$3.29B
61	61 Elastic ESTC $10.2B	377	-67	-15%	$4.48B
62	62 CCC Intelligent Solutions CCC $4.49B	376	+30	+9%	$3.66B
63	63 GitLab GTLB $9.32B	371	-66	-15%	$3.03B
64	64 ZoomInfo Technologies GTM $1.19B	364	+4	+1%	$1.71B
65	65 Q2 Holdings QTWO $3.88B	350	+1	+0.3%	$2.99B
66	66 Descartes Systems DSGX $7.58B	349	-3	-0.9%	$4.93B
67	67 Nice NICE $6.73B	347	-15	-4%	$3.62B
68	68 RingCentral RNG $6.68B	346	+38	+12%	$3.17B
69	69 ServiceTitan Inc TTAN $7.34B	343	+3	+0.9%	$5.08B
70	70 BILL Holdings BILL $4B	341	-24	-7%	$3.92B
71	71 Freshworks FRSH $3.72B	331	+2	+0.6%	$1.73B
72	72 DELISTED Clearwater Analytics CWAN	330	-54	-14%	$7.25B
73	73 DoubleVerify DV $2.11B	329	+35	+12%	$1.55B
74	74 SPS Commerce SPSC $3.13B	329	-38	-10%	$2.13B
75	75 JFrog FROG $11.7B	327	-7	-2%	$4.84B