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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	MTBL 76 DELISTED Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares) MTBL	46	-11	-19%	$31.3M
77	77 DELISTED Sapiens International SPNS	44	+1	+2%	$38.7M
78	QUMU 78 DELISTED Qumu Corp. QUMU	43	-5	-10%	$81.8M
79	79 Smith Micro Software SMSI $12.7M	37	+6	+19%	$14.9M
80	80 NetSol Technologies NTWK $77.3M	32	-3	-9%	$6.97M
81	MIXT 81 DELISTED MIX TELEMATICS LIMITED MIXT	30	+2	+7%	$77.2M
82	82 PAR Technology PAR $704M	30	+2	+7%	$18.6M
83	83 ReposiTrak TRAK $135M	29	+4	+16%	$22.8M
84	84 PowerFleet Inc AIOT $338M	28	+3	+12%	$29.2M
85	85 DELISTED Simulations Plus SLP	24	+3	+14%	$17M
86	86 Asure Software ASUR $211M	21	+5	+31%	$8.23M
87	87 Q2 Holdings QTWO $3.84B	17	+17	–	$49.3M
88	88 Crexendo CXDO $183M	16	-2	-11%	$5.4M
89	89 Mind CTI MNDO $18.8M	16	+5	+45%	$4.33M
90	90 Bridgeline Digital BLIN $9.25M	12	+1	+9%	$1.75M
91	91 Paylocity PCTY $8.8B	11	+11	–	$50.4M
92	92 Formula Systems FORTY $1.76B	7	-1	-13%	$3.02M
93	93 DELISTED Baijiayun Group RTC	4	+2	+100%	$527K
94	ABST 94 DELISTED Absolute Software Corp ABST	–	–	–	–
95	95 AudioEye AEYE $87.6M	–	–	–	–
96	96 Alarum Technologies ALAR $10.1M	–	–	–	–
97	97 Alkami Technology ALKT $1.5B	–	–	–	–
98	98 DELISTED Altair Engineering Inc ALTR	–	–	–	–
99	99 Amplitude AMPL $1.97B	–	–	–	–
100	100 Agora API $379M	–	–	–	–