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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
76	76 LiveRamp RAMP $2.29B	307	+28	+10%	$2.29B
77	77 Workiva WK $3.95B	306	-9	-3%	$2.41B
78	78 Waystar Holding Corp WAY $5.15B	301	-6	-2%	$4.35B
79	79 NCR Voyix VYX $950M	296	-7	-2%	$1.34B
80	80 FIVE9 FIVN $2.47B	293	+1	+0.3%	$1.7B
81	81 Progress Software PRGS $1.58B	293	-1	-0.3%	$1.56B
82	82 Agilysys AGYS $3.03B	290	+38	+15%	$3.1B
83	83 nCino NCNO $2.08B	289	+6	+2%	$2.09B
84	84 Calix CALX $2.27B	287	-23	-7%	$2.27B
85	85 Blackbaud BLKB $2.22B	283	-13	-4%	$1.47B
86	86 Klaviyo KVYO $4.84B	277	+11	+4%	$2.19B
87	87 monday.com MNDY $3.7B	274	-32	-10%	$2.33B
88	88 Open Text OTEX $6.05B	270	-20	-7%	$4.54B
89	89 Sprinklr CXM $1.31B	267	-12	-4%	$676M
90	90 Asana ASAN $2.25B	262	+10	+4%	$746M
91	91 PagerDuty PD $1.31B	258	+9	+4%	$705M
92	92 AvePoint AVPT $2.96B	253	-2	-0.8%	$1.59B
93	93 Intapp INTA $3.03B	248	+6	+2%	$1.71B
94	94 BlackLine BL $1.7B	247	-32	-11%	$1.7B
95	95 Donnelley Financial Solutions DFIN $1.21B	246	+1	+0.4%	$967M
96	96 Braze BRZE $3.21B	245	-12	-5%	$2.17B
97	97 Clarivate CLVT $1.03B	242	-14	-5%	$1.26B
98	98 Certara CERT $1.43B	241	-16	-6%	$880M
99	99 WIX.com WIX $3.11B	235	-86	-27%	$1.95B
100	100 Schrodinger SDGR $1.87B	231	+2	+0.9%	$1.05B