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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 BlackLine BL $1.77B	156	0	0%	$1.95B
77	77 DELISTED Everbridge, Inc. Common Stock EVBG	154	+29	+23%	$1.23B
78	78 HealthStream HSTM $1.03B	149	+5	+3%	$638M
79	79 OneSpan OSPN $659M	148	+4	+3%	$466M
80	80 MongoDB MDB $29.5B	146	+60	+70%	$1.09B
81	81 RELX RELX $66.7B	144	-4	-3%	$764M
82	82 Upland Software UPLD $8.31M	140	+28	+25%	$389M
83	AYX 83 DELISTED Alteryx Inc AYX	132	+27	+26%	$999M
84	84 AppFolio APPF $7.74B	121	+11	+10%	$628M
85	85 DELISTED PROS Holdings PRO	121	+5	+4%	$1.22B
86	86 Descartes Systems DSGX $7.58B	118	+5	+4%	$2.06B
87	LGTY 87 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	118	+8	+7%	$339M
88	88 DELISTED Brightcove, Inc. BCOV	116	+17	+17%	$260M
89	89 Workiva WK $4.2B	114	+8	+8%	$435M
90	90 DELISTED MODEL N, INC. MODN	110	+13	+13%	$402M
91	91 Yext YEXT $706M	108	+27	+33%	$1B
92	92 DELISTED Altair Engineering Inc ALTR	106	+49	+86%	$848M
93	93 Agilysys AGYS $3.2B	100	+10	+11%	$313M
94	94 Asure Software ASUR $212M	96	+33	+52%	$148M
95	95 Calix CALX $2.34B	96	+7	+8%	$261M
96	96 DELISTED Dayforce DAY	95	+95	–	$3.23B
97	BNFT 97 DELISTED Benefitfocus, Inc. BNFT	92	+11	+14%	$1B
98	CSLT 98 DELISTED CASTLIGHT HEALTH, INC. CSLT	92	+11	+14%	$292M
99	99 DELISTED Simulations Plus SLP	86	+9	+12%	$138M
100	ECOM 100 DELISTED CHANNELADVISOR CORPORATION ECOM	78	+8	+11%	$280M