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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 Descartes Systems DSGX $7.58B	58	-3	-5%	$802M
77	77 Digimarc Corp DMRC $151M	50	-6	-11%	$66.7M
78	78 Paycom PAYC $11.4B	47	+8	+21%	$108M
79	MTBL 79 DELISTED Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares) MTBL	46	-1	-2%	$25M
80	80 NRC Health Common Stock NRC $467M	46	-5	-10%	$69M
81	81 DELISTED Sapiens International SPNS	45	-4	-8%	$37.7M
82	82 FIVE9 FIVN $2.62B	42	-2	-5%	$87.4M
83	83 ReposiTrak TRAK $135M	42	-8	-16%	$26.9M
84	84 Smith Micro Software SMSI $12.9M	34	-2	-6%	$9.25M
85	85 NetSol Technologies NTWK $77.8M	33	+1	+3%	$5.59M
86	QUMU 86 DELISTED Qumu Corp. QUMU	33	-5	-13%	$65.7M
87	87 PowerFleet Inc AIOT $334M	31	-1	-3%	$36.2M
88	MIXT 88 DELISTED MIX TELEMATICS LIMITED MIXT	28	+1	+4%	$63.5M
89	89 PAR Technology PAR $718M	26	-2	-7%	$16M
90	90 DELISTED Simulations Plus SLP	26	0	0%	$19.1M
91	91 Asure Software ASUR $212M	21	-3	-13%	$6.55M
92	92 Crexendo CXDO $188M	21	+4	+24%	$4.97M
93	93 Mind CTI MNDO $18.6M	21	+5	+31%	$7.71M
94	94 Bridgeline Digital BLIN $9.09M	11	0	0%	$1.03M
95	95 Formula Systems FORTY $1.76B	8	-2	-20%	$2.53M
96	96 DELISTED Baijiayun Group RTC	5	+3	+150%	$337K
97	ABST 97 DELISTED Absolute Software Corp ABST	–	–	–	–
98	98 AudioEye AEYE $88M	–	–	–	–
99	99 Alarum Technologies ALAR $10.2M	–	–	–	–
100	100 Alkami Technology ALKT $1.52B	–	–	–	–