← 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 Calix CALX $2.27B	91	-14	-13%	$225M
77	CSLT 77 DELISTED CASTLIGHT HEALTH, INC. CSLT	91	-5	-5%	$175M
78	NEWR 78 DELISTED New Relic, Inc. NEWR	91	-16	-15%	$731M
79	BKI 79 DELISTED Black Knight, Inc. Common Stock BKI	88	-3	-3%	$1.92B
80	80 WIX.com WIX $3.11B	88	-7	-7%	$532M
81	BNFT 81 DELISTED Benefitfocus, Inc. BNFT	86	-7	-8%	$764M
82	82 Agilysys AGYS $3.03B	85	+2	+2%	$201M
83	MRIN 83 DELISTED Marin Software MRIN	72	0	0%	$50M
84	84 DELISTED Sapiens International SPNS	70	-4	-5%	$89.9M
85	MTBL 85 DELISTED Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares) MTBL	63	-5	-7%	$33.6M
86	86 Digimarc Corp DMRC $140M	61	-2	-3%	$145M
87	87 DELISTED MODEL N, INC. MODN	61	-8	-12%	$196M
88	88 NRC Health Common Stock NRC $452M	59	+2	+4%	$83.7M
89	89 Workiva WK $3.95B	58	-5	-8%	$104M
90	90 DELISTED Simulations Plus SLP	51	+10	+24%	$41.1M
91	91 ReposiTrak TRAK $133M	50	-6	-11%	$50.9M
92	92 PAR Technology PAR $654M	37	+2	+6%	$22.8M
93	93 AppFolio APPF $7.2B	33	-11	-25%	$57.1M
94	94 NetSol Technologies NTWK $77.6M	32	+2	+7%	$10.9M
95	95 Ooma OOMA $549M	32	+6	+23%	$22.2M
96	QUMU 96 DELISTED Qumu Corp. QUMU	32	+4	+14%	$22M
97	97 Mind CTI MNDO $18.6M	31	-3	-9%	$5.57M
98	98 Smith Micro Software SMSI $13.2M	29	-3	-9%	$2.42M
99	99 PowerFleet Inc AIOT $338M	26	0	0%	$23.6M
100	MIXT 100 DELISTED MIX TELEMATICS LIMITED MIXT	26	-3	-10%	$11.7M