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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 Q2 Holdings QTWO $3.91B	58	+41	+241%	$121M
77	77 Digimarc Corp DMRC $141M	56	+7	+14%	$100M
78	78 NRC Health Common Stock NRC $467M	51	+1	+2%	$70M
79	79 ReposiTrak TRAK $136M	50	+21	+72%	$28.1M
80	80 DELISTED Sapiens International SPNS	49	+5	+11%	$41.3M
81	MTBL 81 DELISTED Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares) MTBL	47	+1	+2%	$26.8M
82	82 FIVE9 FIVN $2.55B	44	+44	–	$94.1M
83	83 Paycom PAYC $11.2B	39	+39	–	$87M
84	QUMU 84 DELISTED Qumu Corp. QUMU	38	-5	-12%	$71.5M
85	85 Smith Micro Software SMSI $12.6M	36	-1	-3%	$6.51M
86	86 PowerFleet Inc AIOT $344M	32	+4	+14%	$27.5M
87	87 NetSol Technologies NTWK $77.7M	32	0	0%	$5.72M
88	88 PAR Technology PAR $691M	28	-2	-7%	$15M
89	MIXT 89 DELISTED MIX TELEMATICS LIMITED MIXT	27	-3	-10%	$68.1M
90	90 DELISTED Simulations Plus SLP	26	+2	+8%	$14.8M
91	91 Asure Software ASUR $213M	24	+3	+14%	$8.02M
92	92 Crexendo CXDO $183M	17	+1	+6%	$5.37M
93	93 Mind CTI MNDO $18.9M	16	0	0%	$5.74M
94	94 Bridgeline Digital BLIN $9.33M	11	-1	-8%	$1.36M
95	95 Formula Systems FORTY $1.76B	10	+3	+43%	$3.14M
96	96 DELISTED Baijiayun Group RTC	2	-2	-50%	$351K
97	ABST 97 DELISTED Absolute Software Corp ABST	–	–	–	–
98	98 AudioEye AEYE $86.2M	–	–	–	–
99	99 Alarum Technologies ALAR $10.5M	–	–	–	–
100	100 Alkami Technology ALKT $1.52B	–	–	–	–