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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	67	+9	+16%	$984M
77	77 WIX.com WIX $3.4B	63	+4	+7%	$489M
78	78 HubSpot HUBS $11.9B	61	+61	–	$551M
79	79 Paycom PAYC $11.4B	60	+13	+28%	$185M
80	NEWR 80 DELISTED New Relic, Inc. NEWR	58	+58	–	$381M
81	81 FIVE9 FIVN $2.62B	54	+12	+29%	$81.7M
82	82 Digimarc Corp DMRC $151M	52	+2	+4%	$98.4M
83	83 ReposiTrak TRAK $135M	49	+7	+17%	$34.3M
84	84 NRC Health Common Stock NRC $467M	48	+2	+4%	$74.2M
85	MTBL 85 DELISTED Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares) MTBL	46	0	0%	$16.1M
86	86 DELISTED Sapiens International SPNS	43	-2	-4%	$34.9M
87	87 Smith Micro Software SMSI $12.9M	35	+1	+3%	$10.1M
88	QUMU 88 DELISTED Qumu Corp. QUMU	31	-2	-6%	$69.7M
89	89 PowerFleet Inc AIOT $334M	30	-1	-3%	$34.7M
90	90 DELISTED Simulations Plus SLP	30	+4	+15%	$19.7M
91	91 NetSol Technologies NTWK $77.8M	28	-5	-15%	$5.86M
92	92 Mind CTI MNDO $18.6M	26	+5	+24%	$10.6M
93	93 PAR Technology PAR $718M	25	-1	-4%	$20.1M
94	MIXT 94 DELISTED MIX TELEMATICS LIMITED MIXT	24	-4	-14%	$34.1M
95	95 Upland Software UPLD $8.31M	24	+24	–	$21.3M
96	96 Workiva WK $4.2B	22	+22	–	$99.5M
97	97 Asure Software ASUR $212M	21	0	0%	$7.26M
98	98 Crexendo CXDO $188M	20	-1	-5%	$2.63M
99	99 Bridgeline Digital BLIN $9.09M	11	0	0%	$480K
100	100 Formula Systems FORTY $1.76B	8	0	0%	$2.09M