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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 $7.3B	87	+8	+10%	$1.2B
77	ECOM 77 DELISTED CHANNELADVISOR CORPORATION ECOM	87	-2	-2%	$227M
78	78 DELISTED Brightcove, Inc. BCOV	85	-3	-3%	$94M
79	BNFT 79 DELISTED Benefitfocus, Inc. BNFT	84	-1	-1%	$622M
80	80 Agilysys AGYS $3.03B	77	+3	+4%	$220M
81	MRIN 81 DELISTED Marin Software MRIN	69	+1	+1%	$49.4M
82	82 DELISTED Sapiens International SPNS	69	+12	+21%	$160M
83	83 FIVE9 FIVN $2.47B	68	-9	-12%	$98M
84	84 DELISTED MODEL N, INC. MODN	68	-10	-13%	$168M
85	85 Digimarc Corp DMRC $140M	65	+8	+14%	$138M
86	86 NRC Health Common Stock NRC $452M	54	-4	-7%	$60.3M
87	MTBL 87 DELISTED Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares) MTBL	52	0	0%	$25M
88	88 ReposiTrak TRAK $133M	51	-2	-4%	$60.5M
89	89 Workiva WK $3.95B	50	+1	+2%	$138M
90	90 AppFolio APPF $7.2B	45	+15	+50%	$70.1M
91	91 DELISTED Simulations Plus SLP	44	+16	+57%	$36.2M
92	QUMU 92 DELISTED Qumu Corp. QUMU	31	0	0%	$19.4M
93	93 PowerFleet Inc AIOT $338M	30	-8	-21%	$21M
94	94 Mind CTI MNDO $18.6M	30	-1	-3%	$7.11M
95	95 Smith Micro Software SMSI $13.2M	28	-3	-10%	$8.45M
96	96 Ooma OOMA $549M	27	+27	–	$28M
97	MIXT 97 DELISTED MIX TELEMATICS LIMITED MIXT	26	0	0%	$16.6M
98	98 NetSol Technologies NTWK $77.6M	25	-4	-14%	$7.05M
99	99 PAR Technology PAR $654M	24	0	0%	$14M
100	100 Upland Software UPLD $8.63M	24	0	0%	$9.57M