← All themes

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 WIX.com WIX $3.4B	83	+4	+5%	$574M
77	77 Descartes Systems DSGX $7.58B	79	+4	+5%	$1.04B
78	78 DELISTED MODEL N, INC. MODN	78	+9	+13%	$195M
79	79 FIVE9 FIVN $2.62B	77	+14	+22%	$138M
80	80 RELX RELX $66.7B	77	-8	-9%	$266M
81	NEWR 81 DELISTED New Relic, Inc. NEWR	75	+14	+23%	$585M
82	82 Agilysys AGYS $3.2B	74	0	0%	$183M
83	MRIN 83 DELISTED Marin Software MRIN	68	-9	-12%	$104M
84	84 NRC Health Common Stock NRC $467M	58	+4	+7%	$72.6M
85	85 Digimarc Corp DMRC $151M	57	+5	+10%	$162M
86	86 DELISTED Sapiens International SPNS	57	+9	+19%	$52.8M
87	87 ReposiTrak TRAK $135M	53	+2	+4%	$70.1M
88	MTBL 88 DELISTED Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares) MTBL	52	+7	+16%	$23.6M
89	89 Workiva WK $4.2B	49	+11	+29%	$103M
90	90 PowerFleet Inc AIOT $334M	38	+8	+27%	$39.1M
91	91 Mind CTI MNDO $18.6M	31	-2	-6%	$6.19M
92	QUMU 92 DELISTED Qumu Corp. QUMU	31	0	0%	$42.5M
93	93 Smith Micro Software SMSI $12.9M	31	-6	-16%	$11.8M
94	94 AppFolio APPF $7.74B	30	+30	–	$53.3M
95	95 NetSol Technologies NTWK $77.8M	29	+1	+4%	$7.16M
96	96 DELISTED Simulations Plus SLP	28	-2	-7%	$20.1M
97	MIXT 97 DELISTED MIX TELEMATICS LIMITED MIXT	26	-2	-7%	$34M
98	98 PAR Technology PAR $718M	24	-3	-11%	$13.2M
99	99 Upland Software UPLD $8.31M	24	+4	+20%	$12.5M
100	100 Asure Software ASUR $212M	19	-1	-5%	$8.18M