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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	LGTY 76 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	117	+11	+10%	$256M
77	77 RELX RELX $66.6B	111	0	0%	$633M
78	78 Descartes Systems DSGX $7.52B	107	+5	+5%	$1.65B
79	79 DELISTED PROS Holdings PRO	107	0	0%	$727M
80	80 DELISTED Everbridge, Inc. Common Stock EVBG	101	+9	+10%	$488M
81	COUP 81 DELISTED Coupa Software Incorporated COUP	99	+20	+25%	$1.28B
82	82 AppFolio APPF $7.55B	94	+25	+36%	$404M
83	ECOM 83 DELISTED CHANNELADVISOR CORPORATION ECOM	93	-2	-2%	$250M
84	84 BlackLine BL $1.77B	89	0	0%	$1.43B
85	AYX 85 DELISTED Alteryx Inc AYX	88	+21	+31%	$341M
86	86 DELISTED Brightcove, Inc. BCOV	85	-8	-9%	$156M
87	BNFT 87 DELISTED Benefitfocus, Inc. BNFT	85	-10	-11%	$902M
88	CSLT 88 DELISTED CASTLIGHT HEALTH, INC. CSLT	84	0	0%	$245M
89	89 Calix CALX $2.32B	83	+1	+1%	$171M
90	90 Workiva WK $4.17B	83	+4	+5%	$307M
91	91 DELISTED MODEL N, INC. MODN	82	+4	+5%	$288M
92	92 Agilysys AGYS $3.15B	81	+3	+4%	$232M
93	93 Digimarc Corp DMRC $142M	77	+2	+3%	$236M
94	94 NRC Health Common Stock NRC $467M	77	+4	+5%	$231M
95	95 DELISTED Simulations Plus SLP	71	+12	+20%	$89.9M
96	96 Ooma OOMA $562M	70	-2	-3%	$145M
97	97 Upland Software UPLD $8.81M	64	+6	+10%	$132M
98	98 Yext YEXT $711M	59	-1	-2%	$347M
99	99 ReposiTrak TRAK $136M	52	-13	-20%	$73.5M
100	100 Asure Software ASUR $211M	46	-1	-2%	$72.1M