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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 WIX.com WIX $3.3B	95	+7	+8%	$575M
77	77 DELISTED Brightcove, Inc. BCOV	94	+9	+11%	$113M
78	BNFT 78 DELISTED Benefitfocus, Inc. BNFT	93	+9	+11%	$809M
79	79 Box BOX $5.41B	93	-3	-3%	$308M
80	BKI 80 DELISTED Black Knight, Inc. Common Stock BKI	91	-3	-3%	$2.02B
81	81 Agilysys AGYS $3.18B	83	+6	+8%	$199M
82	82 FIVE9 FIVN $2.57B	81	+13	+19%	$275M
83	83 DELISTED Sapiens International SPNS	74	+5	+7%	$67.4M
84	MRIN 84 DELISTED Marin Software MRIN	72	+3	+4%	$55.6M
85	85 DELISTED MODEL N, INC. MODN	69	+1	+1%	$201M
86	MTBL 86 DELISTED Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares) MTBL	68	+16	+31%	$36M
87	87 Digimarc Corp DMRC $146M	63	-2	-3%	$169M
88	88 Workiva WK $4.18B	63	+13	+26%	$160M
89	89 NRC Health Common Stock NRC $468M	57	+3	+6%	$82.6M
90	90 ReposiTrak TRAK $135M	56	+5	+10%	$69.6M
91	91 AppFolio APPF $7.69B	44	-1	-2%	$67.5M
92	92 DELISTED Simulations Plus SLP	41	-3	-7%	$40.2M
93	93 PAR Technology PAR $704M	35	+11	+46%	$22.7M
94	94 Mind CTI MNDO $18.8M	34	+4	+13%	$6.66M
95	95 Smith Micro Software SMSI $12.7M	32	+4	+14%	$6.55M
96	96 NetSol Technologies NTWK $77.3M	30	+5	+20%	$11.6M
97	MIXT 97 DELISTED MIX TELEMATICS LIMITED MIXT	29	+3	+12%	$14.7M
98	QUMU 98 DELISTED Qumu Corp. QUMU	28	-3	-10%	$12.8M
99	99 PowerFleet Inc AIOT $338M	26	-4	-13%	$27M
100	100 Ooma OOMA $556M	26	-1	-4%	$23.3M