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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 PROS Holdings PRO	107	+2	+2%	$804M
77	LGTY 77 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	106	+4	+4%	$228M
78	78 Descartes Systems DSGX $7.3B	102	-3	-3%	$1.49B
79	BNFT 79 DELISTED Benefitfocus, Inc. BNFT	95	+2	+2%	$959M
80	ECOM 80 DELISTED CHANNELADVISOR CORPORATION ECOM	95	-8	-8%	$249M
81	81 DELISTED Brightcove, Inc. BCOV	93	-16	-15%	$133M
82	82 DELISTED Everbridge, Inc. Common Stock EVBG	92	+26	+39%	$351M
83	83 BlackLine BL $1.7B	89	+23	+35%	$1.46B
84	CSLT 84 DELISTED CASTLIGHT HEALTH, INC. CSLT	84	-10	-11%	$225M
85	85 Calix CALX $2.27B	82	-12	-13%	$222M
86	COUP 86 DELISTED Coupa Software Incorporated COUP	79	+9	+13%	$996M
87	87 Workiva WK $3.95B	79	+9	+13%	$257M
88	88 Agilysys AGYS $3.03B	78	-1	-1%	$199M
89	89 DELISTED MODEL N, INC. MODN	78	+8	+11%	$255M
90	90 Digimarc Corp DMRC $140M	75	+9	+14%	$241M
91	91 NRC Health Common Stock NRC $452M	73	+5	+7%	$162M
92	92 Ooma OOMA $549M	72	+7	+11%	$107M
93	93 AppFolio APPF $7.2B	69	+26	+60%	$231M
94	AYX 94 DELISTED Alteryx Inc AYX	67	+10	+18%	$191M
95	95 ReposiTrak TRAK $133M	65	+2	+3%	$68.5M
96	96 Yext YEXT $690M	60	+60	–	$352M
97	97 DELISTED Simulations Plus SLP	59	+13	+28%	$68.1M
98	98 Upland Software UPLD $8.63M	58	+27	+87%	$123M
99	99 DELISTED Sapiens International SPNS	51	-13	-20%	$64.4M
100	100 Asure Software ASUR $207M	47	+13	+38%	$71.8M