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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	COUP 76 DELISTED Coupa Software Incorporated COUP	130	+31	+31%	$1.46B
77	77 BlackLine BL $1.7B	123	+34	+38%	$1.39B
78	78 WIX.com WIX $3.11B	123	-7	-5%	$2.15B
79	79 DELISTED Everbridge, Inc. Common Stock EVBG	119	+18	+18%	$672M
80	80 AppFolio APPF $7.2B	112	+18	+19%	$386M
81	LGTY 81 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	111	-6	-5%	$264M
82	82 Descartes Systems DSGX $7.3B	109	+2	+2%	$1.7B
83	83 DELISTED PROS Holdings PRO	107	0	0%	$838M
84	84 Workiva WK $3.95B	96	+13	+16%	$341M
85	AYX 85 DELISTED Alteryx Inc AYX	94	+6	+7%	$495M
86	86 DELISTED MODEL N, INC. MODN	92	+10	+12%	$291M
87	CSLT 87 DELISTED CASTLIGHT HEALTH, INC. CSLT	90	+6	+7%	$220M
88	88 DELISTED Brightcove, Inc. BCOV	88	+3	+4%	$154M
89	89 Agilysys AGYS $3.03B	87	+6	+7%	$242M
90	90 Calix CALX $2.27B	85	+2	+2%	$194M
91	ECOM 91 DELISTED CHANNELADVISOR CORPORATION ECOM	83	-10	-11%	$179M
92	92 NRC Health Common Stock NRC $452M	82	+5	+6%	$242M
93	93 Digimarc Corp DMRC $140M	81	+4	+5%	$243M
94	94 Upland Software UPLD $8.63M	80	+16	+25%	$226M
95	95 Yext YEXT $690M	78	+19	+32%	$426M
96	BNFT 96 DELISTED Benefitfocus, Inc. BNFT	76	-9	-11%	$729M
97	97 MongoDB MDB $28.7B	75	+75	–	$379M
98	98 DELISTED Simulations Plus SLP	75	+4	+6%	$94.5M
99	99 Ooma OOMA $549M	71	+1	+1%	$167M
100	100 ReposiTrak TRAK $133M	62	+10	+19%	$63.2M