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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	BKI 76 DELISTED Black Knight, Inc. Common Stock BKI	113	-8	-7%	$2.55B
77	ECOM 77 DELISTED CHANNELADVISOR CORPORATION ECOM	108	+8	+8%	$307M
78	78 DELISTED PROS Holdings PRO	108	+13	+14%	$602M
79	79 Nutanix NTNX $18.9B	107	-2	-2%	$587M
80	CSLT 80 DELISTED CASTLIGHT HEALTH, INC. CSLT	103	+5	+5%	$261M
81	BNFT 81 DELISTED Benefitfocus, Inc. BNFT	99	-2	-2%	$731M
82	82 Descartes Systems DSGX $7.3B	98	+4	+4%	$1.28B
83	83 Calix CALX $2.27B	96	+10	+12%	$243M
84	LGTY 84 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	93	0	0%	$225M
85	85 Agilysys AGYS $3.03B	84	+4	+5%	$207M
86	86 Digimarc Corp DMRC $140M	78	+6	+8%	$180M
87	87 Workiva WK $3.95B	74	+3	+4%	$138M
88	88 DELISTED MODEL N, INC. MODN	70	+7	+11%	$170M
89	89 BlackLine BL $1.7B	68	+68	–	$1.05B
90	90 NRC Health Common Stock NRC $452M	67	+4	+6%	$102M
91	91 DELISTED Sapiens International SPNS	67	0	0%	$92.5M
92	92 DELISTED Everbridge, Inc. Common Stock EVBG	66	+18	+38%	$163M
93	93 ReposiTrak TRAK $133M	65	+4	+7%	$74.5M
94	COUP 94 DELISTED Coupa Software Incorporated COUP	58	+58	–	$468M
95	MRIN 95 DELISTED Marin Software MRIN	51	-4	-7%	$36.2M
96	MTBL 96 DELISTED Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares) MTBL	47	-15	-24%	$11M
97	97 Ooma OOMA $549M	47	+8	+21%	$47.2M
98	98 DELISTED Simulations Plus SLP	39	-3	-7%	$44.1M
99	99 AppFolio APPF $7.2B	38	+5	+15%	$119M
100	100 Asure Software ASUR $207M	36	+16	+80%	$22.4M