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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 $7.59B	75	+8	+12%	$994M
77	77 Agilysys AGYS $3.2B	74	0	0%	$194M
78	78 HubSpot HUBS $11.9B	74	+13	+21%	$825M
79	79 Box BOX $5.42B	70	+70	–	$173M
80	80 DELISTED MODEL N, INC. MODN	69	0	0%	$196M
81	81 FIVE9 FIVN $2.62B	63	+9	+17%	$147M
82	NEWR 82 DELISTED New Relic, Inc. NEWR	61	+3	+5%	$442M
83	83 NRC Health Common Stock NRC $467M	54	+6	+13%	$73.3M
84	84 Digimarc Corp DMRC $151M	52	0	0%	$82.6M
85	85 ReposiTrak TRAK $135M	51	+2	+4%	$56.7M
86	86 DELISTED Sapiens International SPNS	48	+5	+12%	$43M
87	MTBL 87 DELISTED Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares) MTBL	45	-1	-2%	$14.8M
88	88 Workiva WK $4.2B	38	+16	+73%	$98.5M
89	89 Smith Micro Software SMSI $12.9M	37	+2	+6%	$16.1M
90	90 Mind CTI MNDO $18.6M	33	+7	+27%	$8.02M
91	QUMU 91 DELISTED Qumu Corp. QUMU	31	0	0%	$68.8M
92	92 PowerFleet Inc AIOT $333M	30	0	0%	$30.1M
93	93 DELISTED Simulations Plus SLP	30	0	0%	$18.9M
94	MIXT 94 DELISTED MIX TELEMATICS LIMITED MIXT	28	+4	+17%	$30.4M
95	95 NetSol Technologies NTWK $78.3M	28	0	0%	$8.48M
96	96 PAR Technology PAR $718M	27	+2	+8%	$11.7M
97	97 Asure Software ASUR $211M	20	-1	-5%	$7.75M
98	98 Upland Software UPLD $8.31M	20	-4	-17%	$12.1M
99	99 Bridgeline Digital BLIN $9.09M	12	+1	+9%	$631K
100	100 Formula Systems FORTY $1.76B	9	+1	+13%	$1.94M