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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 DELISTED Brightcove, Inc. BCOV	109	-18	-14%	$226M
77	77 Descartes Systems DSGX $7.59B	105	+7	+7%	$1.39B
78	78 DELISTED PROS Holdings PRO	105	-3	-3%	$679M
79	ECOM 79 DELISTED CHANNELADVISOR CORPORATION ECOM	103	-5	-5%	$239M
80	LGTY 80 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	102	+9	+10%	$226M
81	81 Calix CALX $2.34B	94	-2	-2%	$234M
82	CSLT 82 DELISTED CASTLIGHT HEALTH, INC. CSLT	94	-9	-9%	$180M
83	BNFT 83 DELISTED Benefitfocus, Inc. BNFT	93	-6	-6%	$715M
84	84 Agilysys AGYS $3.2B	79	-5	-6%	$188M
85	COUP 85 DELISTED Coupa Software Incorporated COUP	70	+12	+21%	$691M
86	86 DELISTED MODEL N, INC. MODN	70	0	0%	$200M
87	87 Workiva WK $4.2B	70	-4	-5%	$190M
88	88 NRC Health Common Stock NRC $467M	68	+1	+1%	$116M
89	89 BlackLine BL $1.77B	66	-2	-3%	$1.16B
90	90 Digimarc Corp DMRC $151M	66	-12	-15%	$162M
91	91 DELISTED Everbridge, Inc. Common Stock EVBG	66	0	0%	$205M
92	92 Ooma OOMA $566M	65	+18	+38%	$121M
93	93 DELISTED Sapiens International SPNS	64	-3	-4%	$83.5M
94	94 ReposiTrak TRAK $135M	63	-2	-3%	$74.3M
95	AYX 95 DELISTED Alteryx Inc AYX	57	+57	–	$123M
96	96 DELISTED Simulations Plus SLP	46	+7	+18%	$59M
97	97 AppFolio APPF $7.74B	43	+5	+13%	$152M
98	98 Comscore SCOR $61.6M	41	-135	-77%	$374M
99	MRIN 99 DELISTED Marin Software MRIN	40	-11	-22%	$23.2M
100	MTBL 100 DELISTED Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares) MTBL	40	-7	-15%	$9.14M